Agents
AI Agents in Alex are intelligent virtual assistants that can automate parts of your sales process, engage with leads, and help your team be more productive. This section explains how to set up and manage agents to enhance your sales operations.
Understanding AI Agents
Alex's AI agents leverage advanced artificial intelligence to:
- Engage in natural conversations with leads
- Qualify prospects based on your criteria
- Schedule meetings for your sales team
- Answer common questions about your products/services
- Follow up with leads consistently
- Analyze conversations for insights
Accessing the Agents Section
To access the Agents section:
- Log in to your Alex account
- Click on Agents in the main navigation menu
- View your agents dashboard with all configured AI assistants
Agent Types
Alex offers several specialized agent types:
Prospecting Agents
Designed to help you find and engage new leads:
- Connect to lead sources (LinkedIn, databases, etc.)
- Initiate conversations with potential prospects
- Qualify leads based on custom criteria
- Hand off qualified leads to sales reps
- Generate lead insights and reports
Sales Development Agents
Focused on nurturing leads through early sales stages:
- Engage with inbound leads
- Qualify and score prospects
- Answer product questions
- Schedule demos with sales reps
- Send personalized follow-ups
Account Management Agents
Help maintain relationships with existing customers:
- Regular check-ins with customers
- Identify upsell/cross-sell opportunities
- Handle simple support requests
- Collect feedback and testimonials
- Monitor account health metrics
Creating a New Agent
To set up a new AI agent:
- In the Agents section, click Create Agent
- Select an agent type
- Name your agent and set its role
- Configure agent settings and personality
- Define knowledge base and response guidelines
- Set working hours and availability
- Assign leads or accounts
- Test your agent with sample conversations
- Activate the agent when ready
Agent Configuration
Customize your agents for specific roles:
Personality Settings
Adjust how your agent communicates:
- Tone (formal, casual, friendly, etc.)
- Communication style (concise, detailed, etc.)
- Response speed (immediate, thoughtful)
- Follow-up frequency
- Conversation handling (scripts vs. AI-generated)
Knowledge Base
Provide information for your agent:
- Product/service details
- Pricing information
- Company information
- Frequently asked questions
- Competitive differentiators
- Case studies and testimonials
Workflow Rules
Define how your agent operates:
- Working hours
- Lead qualification criteria
- Escalation triggers (when to involve humans)
- Meeting scheduling parameters
- Follow-up sequences
- Handoff protocols
Agent Management
Manage your AI agents effectively:
Performance Monitoring
Track agent effectiveness:
- Conversation metrics
- Lead qualification rate
- Meeting booking success
- Response quality scores
- Sentiment analysis
- Conversion statistics
Agent Training
Improve your agents over time:
- Review conversation transcripts
- Provide feedback on responses
- Add to the knowledge base
- Refine qualification criteria
- Update scripts and messaging
- Adjust workflow rules
Team Collaboration
Integrate agents with your human team:
- Configure handoff protocols
- Set up notifications
- Enable agent-to-rep messaging
- Create agent teams with specialties
- Define escalation paths
Best Practices
For optimal results with AI agents:
- Start with specific, well-defined agent roles
- Provide comprehensive knowledge resources
- Regularly review agent conversations
- Set realistic expectations for agents
- Combine agent automation with human touchpoints
- Continuously refine agent configurations based on results
Troubleshooting
Common issues with AI agents:
- Misunderstood queries: Expand your knowledge base
- Inappropriate responses: Adjust personality settings
- Handoff problems: Review escalation triggers
- Lead qualification issues: Refine qualification criteria
- Agent availability: Check working hours and capacity settings