# Sales Assistant

Convert visitors into qualified leads with a voice-led product walkthrough.

> Industry: E-commerce  
> Difficulty: beginner  
> Estimated time: ~10 min  
> Audience: both

## 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

1. **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.

2. **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.

3. **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:

1. **Welcome** — agent introduces itself
2. **Product showcase** — main visual + agent talking through features
3. **Preferences quiz** — collapsible quiz with 3 questions
4. **Next steps** — CTA to book a call or browse the catalog

> [!TIP]
> 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](/docs/build/slides/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.

```text title="slide-1 agent instructions"
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:

1. **Open the Knowledge tab**

   In the dashboard, navigate to **Knowledge → + New source**.

2. **Upload your catalog**

   Drop a PDF or paste your product descriptions. live-layer chunks and embeds it.

3. **Link it to the agent**

   Back in the agent editor, toggle **Use knowledge base** and select the source.

## Embed it in your site

**Bubble (recommended):**

```html title="index.html"
<script
  src="https://livelayer.app/widget.js"
  data-agent-id="YOUR_PUBLISHED_AGENT_ID"
  data-mode="bubble"
  async>
</script>
```

**Inline:**

```html title="catalog-page.html"
<div id="sales-agent" style="height: 720px"></div>
<script
  src="https://livelayer.app/widget.js"
  data-agent-id="YOUR_PUBLISHED_AGENT_ID"
  data-mode="inline"
  data-target="#sales-agent"
  async>
</script>
```

**iframe:**

```html title="embed.html"
<iframe
  src="https://livelayer.app/a/your-agent-slug"
  width="100%"
  height="720"
  allow="camera; microphone; autoplay">
</iframe>
```

## 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. |

## Related recipes

- [Customer Support](/docs/recipes/customer-support)
- [Lead Capture](/docs/recipes/lead-capture)