Pre-sales Agent

The Pre-sales Agent is planned to help visitors clarify needs, compare options, receive personalized recommendations, and leave qualified leads. It turns passive consultation into guided conversion while keeping human sales teams in control of high-value opportunities.

This page describes the product direction and implementation plan. Capabilities will be released progressively as product data, customer profiles, workflow automation, and channel integrations evolve.

Target Scenarios

• Website visitor consultation before purchase.
• Product, plan, pricing, feature, and service comparison.
• Lead qualification for B2B, education, healthcare, retail, real estate, and other industries.
• Social channel private-message reception and lead capture.
• Proactive invitation after the visitor stays on a page, views a product, or repeats a search intent.

Core Capabilities

• Intent discovery: identify budget, use case, urgency, role, region, channel source, and purchase stage.
• Recommendation: match products, plans, solutions, documents, and knowledge articles to customer requirements.
• Lead capture: collect name, phone, company, requirement, expected purchase time, and preferred contact method.
• Conversion guidance: recommend demos, trials, coupons, appointments, forms, or human sales transfer.
• Risk handling: detect uncertainty, objection, price sensitivity, and competitor comparison signals.

Implementation Plan

1. Define configurable pre-sales forms, qualification fields, and scoring rules per organization or workgroup.
2. Connect the Agent to product catalogs, solution documents, pricing rules, FAQ content, and case studies.
3. Add proactive trigger rules based on page path, referrer, dwell time, visit count, and message intent.
4. Store qualified leads in CRM entities and connect them to the conversation, visitor, channel, and assigned owner.
5. Support workflow actions such as booking a demo, assigning a sales representative, sending material, or creating a follow-up task.
6. Provide conversion analytics for lead capture rate, qualified lead rate, human transfer rate, and downstream deal progress.

Success Metrics

• Higher consultation-to-lead conversion rate.
• More complete lead information before human follow-up.
• Faster response to high-intent visitors across channels.
• Better routing between marketing, pre-sales, and sales teams.
• Lower loss from unanswered product questions or delayed replies.

Relationship With Other Agents

The Pre-sales Agent focuses on discovery and lead creation. When the customer is ready to place an order, it can hand off to the Sales Agent. If the customer raises existing order or service issues, it routes to the After-sales Agent or a human agent.