👋 Imagine having a tireless sales assistant available 24/7, engaging leads on WhatsApp, capturing crucial information, and even scheduling meetings! In this guide, we’ll explore how to build this AI-powered solution in under 30 minutes using Agentive and Relevance AI – no coding required!
🤖 The Power of AI Sales Agents
Tired of manually responding to WhatsApp inquiries? AI agents can handle the heavy lifting, freeing up your time and resources. They can:
- 🗣️ Engage with leads 24/7, providing instant responses.
- 🗄️ Capture lead data and seamlessly update your CRM.
- 🧠 Qualify leads based on pre-defined criteria.
- 📅 Schedule meetings with qualified prospects.
- 📚 Answer questions using your company’s knowledge base.
🧰 The Tools of the Trade
We’ll be using two powerful no-code platforms:
- Agentive: Think of it as your AI agent builder, allowing you to create custom AI assistants similar to ChatGPT.
- Relevance AI: This platform lets you build custom AI tools that your agents can use, like lead qualification and CRM updating.
🧠 Building Your AI Sales Agent
Let’s break down the process into manageable steps:
1. Setting Up Agentive
- Create a New Agent: Head over to Agentive and create a new agent. This will be the brains of your WhatsApp assistant.
- Craft a Compelling Prompt: Provide clear instructions for your agent’s role, tasks, and how to interact with leads. Use a conversational tone and provide examples to guide its responses.
- Integrate a Knowledge Base: Upload a document containing information about your company, services, and FAQs. This will enable your agent to answer questions accurately.
- Connect to Relevance AI: Import the pre-built “Qualify Contact and Update CRM” tool from Relevance AI into Agentive. This tool will empower your agent to assess lead eligibility and update your CRM.
2. Building Your Relevance AI Tool
This tool is the backbone of your AI agent’s lead qualification and CRM updating capabilities:
- User Inputs: Define the information your agent should collect from leads, such as name, website, and marketing goals.
- LinkedIn Scraping: Utilize Relevance AI’s built-in Google Search and LinkedIn scraper to automatically gather company data based on the lead’s website.
- Data Extraction: Extract relevant information like company size, location, and industry from the scraped LinkedIn profile.
- Lead Qualification: Set your criteria for qualified leads (e.g., company size, location, industry) and let the tool determine if the lead meets the requirements.
- CRM Update: If the lead is qualified, the tool will automatically update your CRM (e.g., HubSpot) with the gathered information.
3. Deploying on WhatsApp
- Connect WhatsApp: Agentive offers seamless WhatsApp integration. You’ll need a Facebook Business account and a WhatsApp Business account to proceed.
- Obtain a WhatsApp Number: Agentive allows you to get a free WhatsApp number, simplifying the setup process.
- Test and Launch: Once connected, test your AI agent to ensure it’s functioning correctly. Then, sit back and watch it engage leads, qualify prospects, and update your CRM – all on autopilot!
🚀 Taking Your AI Agent Further
This guide provides a foundation for building a powerful WhatsApp AI sales agent. You can expand its capabilities by:
- Integrating with Other Tools: Connect to email marketing platforms, calendar apps, and other business tools to automate even more tasks.
- Customizing for Different Use Cases: Adapt the agent’s prompt, knowledge base, and Relevance AI tools to suit your specific business needs.
- Analyzing Performance: Track your agent’s interactions and performance metrics to identify areas for improvement and optimize its effectiveness.
🧰 Resource Toolbox
Here are the essential tools mentioned in this guide:
- Agentive: https://agentivehub.com/ – Build and deploy AI agents without coding.
- Relevance AI: https://relevanceai.com/ – Create custom AI tools for lead qualification, data extraction, and more.
- Facebook Business: https://business.facebook.com/ – Manage your business assets and create a WhatsApp Business account.
- WhatsApp Business: https://www.whatsapp.com/business/ – Communicate with customers using a dedicated business profile.
By following these steps, you can unlock the power of AI to automate your sales processes, engage leads more effectively, and ultimately drive business growth – all through the convenience of WhatsApp!
