Sales Assistant
Convert visitors into qualified leads with a voice-led product walkthrough.
What you'll build
A voice-driven product walkthrough agent that:
- Greets the visitor and asks about their goals
- Walks them through a 4-slide product showcase
- Quizzes them on their preferences ("speed vs quality?")
- Routes high-intent visitors to a calendar booking
- Logs every conversation in your CRM
Set up the agent
Clone the template
Click Use this template at the top of this page — you'll land in the agent editor with the recipe pre-loaded.
Set the persona
Edit the persona prompt with your product specifics:
"You are Marlow, a friendly sales assistant for Acme Furniture. Help visitors find the right couch for their space. Ask about room size, style preference, and budget. Be specific in recommendations."
The template's default persona is generic; the more specific you make it, the better the agent performs.
Pick a voice
The template ships with a warm female voice. Try a few alternates — the dashboard previews each on click.
Configure the slides
The Sales Assistant template includes 4 slides:
- Welcome — agent introduces itself
- Product showcase — main visual + agent talking through features
- Preferences quiz — collapsible quiz with 3 questions
- Next steps — CTA to book a call or browse the catalog
Replace the placeholder product images with your own. The slide editor's image element supports drag-and-drop upload.
For each slide, you can override the avatar dock — for example, set slide 2 (Product showcase) to PIP top-right circle so the visitor focuses on the product and the agent floats as a small bubble. See Avatar dock.
Customize the prompts
Each slide has an agentInstructions field — a one-line directive for what the agent should emphasize on that slide. The template ships with reasonable defaults; tweak them to match your tone.
Greet warmly, mention the company name, and ask "What brings you in today?"
Connect a knowledge base
Add your product catalog (PDF or pasted-in text) so the agent can answer specifics:
Open the Knowledge tab
In the dashboard, navigate to Knowledge → + New source.
Upload your catalog
Drop a PDF or paste your product descriptions. live-layer chunks and embeds it.
Link it to the agent
Back in the agent editor, toggle Use knowledge base and select the source.
Embed it in your site
Customize it
| Knob | Why you'd change it |
|---|---|
| Voice | Match your brand. Warmer voices for hospitality / wellness; crisp voices for tech / finance. |
| Avatar | Drop avatar entirely for voice-only (cuts COGS ~80%). Keep avatar for high-touch B2C. |
| Slides | Replace product showcase images with your own. Add more slides if your product is more complex. |
| Quiz questions | Calibrate to your sales playbook — what do your AEs ask? |
| CTA | Calendar link, email capture form, deep link into your dashboard. |