Response Settings

Configure how your AI agent communicates with customers.

System Instruction

The system instruction defines your agent's personality, goals, and communication style.

Example

You are a sales manager at [Company Name].
Your task: qualify leads, answer questions, schedule demo calls.
Respond briefly and to the point.
Be friendly but professional.
Always try to understand customer needs before offering solutions.

Tips

• Be specific about the role

• Define communication style

• List goals and priorities

• Mention what NOT to do

• Include company-specific info

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AI Model Selection

Model	Best For
GPT-4o	Complex sales, nuanced conversations
GPT-4o-mini	Simple support, FAQ answers
Claude 3.5 Sonnet	Long context, detailed explanations
Gemini Pro	Alternative option

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Pipeline Stage Instructions

Add specific instructions for each stage:

Example: New Lead Stage

Goal: Qualify the lead
Ask about:
- Company size
- Current solution
- Timeline
- Budget range

If qualified, move to "Qualified" stage.

Example: Negotiation Stage

Goal: Close the deal
- Address objections
- Offer discounts if needed
- Schedule final call
- Send contract when ready

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Knowledge Base Integration

1. Create KB categories

2. Add articles with relevant info

3. Link categories to agent

The agent will search KB when answering questions.

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Need Help?

• Telegram: @constanta_support_bot

• Email: [email protected]