AI Sales Agent
🤖 How to Build a Sales AI Agent in raia v2
raia v2 makes it easy to build a powerful Sales AI Agent trained on your company’s unique products, services, and sales processes. Whether you're qualifying leads, sending follow-ups, or automating outreach, your AI Agent can engage prospects across SMS, Email, and API, and even connect to your CRM through tools like n8n.
This guide will walk you through how to build and deploy a high-performing Sales Agent step-by-step.
🧱 Step 1: Define the Agent Role and Purpose
Go to Launch Pad and click Create Agent. Choose Sales Assistant as the role or create a new custom role.
Your Sales Agent should be trained to:
Ask qualifying questions
Provide high-level product or service info
Collect contact and intent data
Guide leads to the next step (demo, booking, purchase)
Update CRM or notify sales team when a lead is ready
🧠 Step 2: Write Effective Instructions
Your Instructions are the most important part of your Sales Agent. Here’s what to include:
Sample Instructions (Edit to match your company):
You are a Sales AI Assistant for ACME Software. Your job is to qualify inbound leads and follow up with prospects who have shown interest in our products.
You should ask 2-3 qualifying questions to understand their needs. Your goal is to determine if they are a good fit for our product, then guide them to book a demo or talk to a sales rep.
Always be professional, friendly, and brief.
Do NOT discuss pricing unless the user asks. If asked, provide the link to our pricing page.
Qualifying questions you should ask:
1. What industry is your company in?
2. How many employees or users will need access?
3. What tools are you currently using for [function]?
4. What's your biggest challenge right now?
If the user seems like a qualified lead, offer to connect them to a sales rep or send a booking link.
If the user is not interested, politely close the conversation.
Never answer technical or support-related questions—direct them to support.
If at any point the user requests help from a person, respond with: “Let me connect you to a sales specialist.”📚 Step 3: Add Company-Specific Knowledge
Upload or connect:
Product one-pagers
Feature comparisons
FAQs
Customer use cases
Demo booking links
Intro email templates
Use Markdown or JSON format for clean, AI-friendly training data.
🛠️ Step 4: Add Skills for Multi-Channel Outreach
Your Sales Agent can communicate across multiple channels. In the Skills tab, set up the ones you want to use:
✅ SMS Skill
Assign a phone number via Twilio (automated in raia)
Customize the default welcome message
Add fallback messaging for “STOP” or opt-outs
Enable outgoing campaigns or 1-to-1 conversations
✅ Email Skill
Use your domain or default @raiabot.com
Set a default subject and greeting
Provide email signature
Customize autoresponders or follow-ups
✅ API Skill
Enable outgoing HTTP requests (webhooks) to send lead data
Receive incoming requests for lead updates or inquiries
Format JSON payloads for structured responses
Each channel supports incoming and outgoing conversations, and all threads are stored in raia with full history.
🔗 Step 5: Integrate with CRM or Sales Workflow (Optional)
If you want your Sales Agent to:
Pull in new leads from your CRM
Push qualified leads back into your pipeline
Log notes or conversation summaries into CRM
You can use raia’s API and Webhook system with a workflow tool like n8n.
🔄 How It Works:
Webhook Setup
In raia, configure a webhook on
OnThreadEndorOnMessageEndSend lead data, score, or summary to your CRM or webhook listener
n8n Integration
Use n8n as your no-code automation tool
Receive the webhook in n8n and connect it to:
HubSpot
Salesforce
Pipedrive
Airtable
Google Sheets
You can also use it to:
Update lead status
Trigger alerts to your sales team
Assign tasks to reps
CRM Data Sync (optional)
Use n8n’s API nodes to send lead updates back into raia
Example: A CRM form gets filled → n8n triggers a new thread with the AI Agent
Learn more at: https://n8n.io
🧪 Step 6: Test in Copilot
Use raia Copilot to simulate a live lead interaction:
Run through qualifying scenarios
Confirm the AI asks the right questions
Rate answers and refine the Instructions
Test escalation, hand-off, or webhook response behavior
📈 Step 7: Launch and Monitor
Once your Agent is ready:
Add it to a Campaign to start outbound messaging
Embed it on your site with Live Chat
Send demo links or forms from SMS and Email
Track thread scores, user info, and engagement
🧩 Summary
1. Role & Purpose
Define what your Sales Agent should do
2. Instructions
Guide tone, questions, and restrictions
3. Upload Content
Train on sales sheets, FAQs, etc.
4. Setup Skills
Enable SMS, Email, API
5. Integrate CRM
Use Webhooks + n8n for full sync
6. Test
Simulate scenarios in Copilot
7. Launch
Deploy to real users and campaigns
Ready to qualify leads 24/7? Let your Sales Agent do the talking—while your team focuses on closing.
Need help setting up your Sales AI Agent? Our team is happy to guide you through it. Just reach out.
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