AI Sales Agent Integration

Deploy autonomous AI sales agents to qualify prospects, answer product objections, schedule calendar slots, and update CRM deals in real time.

Training the Agent

AI Sales Agents utilize Retrieval-Augmented Generation (RAG) to fetch answers. To train your agent:

• Upload PDF brochures, knowledge base guides, and pricing sheets in AI Agent > Knowledge Base.
• Setup system prompts specifying character role limits, allowed channels, and objection parameters.

Automated Calendar Booking API

AI Agents can automatically offer and confirm calendar booking slots from Calendly or Cal.com. Configure the integration key in your workspace dashboard.