Sales agent · Playbook
Teach it to sell the way your best rep does
The playbook is what you would tell a new salesperson on day one. The sales agent follows it in every conversation: it pitches, asks your qualifying questions, demos the workflows that matter to the visitor and ends with your next step.
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What you get
Your pitch, in your words
Up to 600 characters on what the product does and who it is for, plus up to 5 value props. Leave the pitch empty and it is written from your help docs.
Questions that qualify
Up to 3 qualifying questions, each with up to 4 answer chips, so visitors answer in one tap and you see who fits.
Demos that matter
Up to 5 key workflows, each with what to show and an optional start page, like "Pricing: show the plans and what is free".
How it works
From an idea to live guidance, without waiting on a release.
Pick sales mode
Open Growth → Sales agent, go to Playbook and choose Sales as the agent mode.
Write the pitch
Say what the product does and who it is for, and list the value props it should bring up.
Add questions and workflows
Write each qualifying question with its answer chips, then the workflows it should demo and the page each one starts on.
Set the close
Add a call to action (a label and an https link) and a booking link, which shows as Book time in the agent panel.
What's included
- Call to action
- Shown as a chip when the agent wraps up, for example Start free, linking wherever you choose.
- Booking link
- A Book time button in the panel. Visitors book from inside the demo, and the lead shows that they booked a call.
- Starter suggestions
- Up to 4 chips like "Show me pricing" start a demo in one click. Leave them empty to suggest tasks from the page the visitor is on.
- Quick to edit
- Value props go one per line; questions and workflows use | between their parts:
What brought you here? | Onboarding, Feature adoption, Just looking. - Grounded in your docs
- Facts it quotes come from your help docs, and it knows your buttons and links from the pages you scan with the Chrome extension.
- No code changes
- The playbook lives in the dashboard. Edit it any time; your website keeps the same snippet.
Questions
A question that tells you whether a visitor fits, like "What brought you here?" with chips such as Onboarding, Feature adoption and Just looking. [Leads](/product/leads) shows whether each visitor qualified.
See it on your own product
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