Setting Up Your AI Agent

AI sales agents are the core of the Alex platform, automating outreach and follow-ups while maintaining personalized communication with prospects. This guide will walk you through the process of creating and configuring your first AI agent.

What is an AI Agent?

An AI agent in Alex is a virtual sales assistant that can:

• Send personalized emails to prospects
• Respond to replies and follow up automatically
• Schedule meetings based on your availability
• Qualify leads using custom criteria
• Hand off conversations at the right moment

Creating Your First Agent

To set up a new AI agent:

1. Navigate to the Agents section in the main menu
2. Click the Create Agent button
3. Enter a name for your agent (e.g., "Meeting Scheduler", "Lead Qualifier")
4. Select a persona for your agent (tone, communication style)
5. Choose a profile picture or avatar
6. Define the agent's primary objective
7. Click Create

Agent Configuration

After creating your agent, you'll need to configure its capabilities:

1. Email Templates

Set up the templates your agent will use:

1. Go to the Templates tab in your agent settings
2. Create or import email templates for different scenarios
3. Add personalization tokens (e.g., , )
4. Set up follow-up sequences with appropriate timing
5. Create reply templates for common responses

2. Decision Logic

Define how your agent should respond in different scenarios:

1. Navigate to the Logic tab
2. Create decision trees based on prospect responses
3. Set up qualification criteria (e.g., budget, timeline, need)
4. Configure handoff triggers to human team members
5. Define escalation paths for complex situations

3. Knowledge Base

Provide information your agent needs to answer prospect questions:

1. Go to the Knowledge tab
2. Upload product information and pricing
3. Add FAQs and common objection responses
4. Include competitor comparisons
5. Set up industry-specific knowledge

4. Schedule Settings

Configure when and how your agent communicates:

1. Navigate to the Schedule tab
2. Set working hours for email sending
3. Define maximum emails per prospect per week
4. Configure meeting scheduling parameters
5. Set up automatic calendar invites

Connecting Your Agent to Leads

Once your agent is configured, connect it to prospects:

1. Go to the Campaigns section
2. Create a new campaign
3. Select your configured agent
4. Choose a lead segment to target
5. Set campaign goals and metrics
6. Schedule the campaign start date
7. Activate the campaign

Testing Your Agent

Before launching a full campaign, test your agent's performance:

1. Create a test lead or use your own email
2. Run a test campaign with your agent
3. Review the communication flow and responses
4. Make adjustments to templates or logic as needed
5. Verify meeting scheduling functionality

Monitoring Performance

After launching your agent, monitor its effectiveness:

1. Track key metrics in the Analytics dashboard
2. Review response rates and meeting conversions
3. Analyze conversation quality and prospect engagement
4. Identify bottlenecks or drop-off points
5. Continuously optimize based on performance data

Best Practices

For optimal agent performance:

• Start with simple, focused objectives for each agent
• Use natural language in templates, avoiding overly formal tones
• Keep initial outreach concise and value-focused
• Create logical follow-up sequences with appropriate timing
• Regularly review and refine your agent's performance
• Use A/B testing to optimize templates and approaches

Advanced Agent Configurations

As you become more familiar with Alex, explore advanced agent features:

• Multi-channel Outreach: Configure agents to use email, LinkedIn, and SMS
• Intent Detection: Train agents to understand prospect intent from replies
• Custom Workflows: Build complex decision trees with multiple pathways
• Team Collaboration: Set up agent-to-human handoffs at optimal moments
• Personality Customization: Fine-tune your agent's communication style