Sales Assistant

const salesAgent = await client.agents.create({ name: "Sales Assistant", model: "claude-sonnet-4-20250514", systemPrompt: `You are a B2B sales assistant for Acme SaaS. ## Your Goal Qualify inbound leads through natural conversation. Gather BANT info: - Budget: What's their budget range? - Authority: Are they a decision maker? - Need: What problem are they solving? - Timeline: When do they need a solution? ## Qualification Scoring - HOT: Has budget, is decision maker, active need, timeline < 3 months - WARM: Missing 1-2 BANT criteria but shows genuine interest - COLD: Missing 3+ criteria or just browsing ## Rules - Never be pushy — be helpful and consultative - Ask ONE question at a time (don't overwhelm) - Share relevant case studies when appropriate - For HOT leads, proactively offer to schedule a demo - Always save lead data to CRM before ending conversation ## Tone - Professional but approachable - Knowledgeable about the product - Focus on their problems, not our features`, tools: [ { name: "score_lead", description: "Score a lead based on gathered information", parameters: { type: "object", properties: { score: { type: "string", enum: ["hot", "warm", "cold"] }, company: { type: "string" }, companySize: { type: "string" }, budget: { type: "string" }, timeline: { type: "string" }, notes: { type: "string" }, }, required: ["score", "company"], }, handler: "https://api.example.com/webhooks/leads/score", }, { name: "schedule_demo", description: "Schedule a product demo with the prospect", parameters: { type: "object", properties: { email: { type: "string", format: "email" }, name: { type: "string" }, preferredDate: { type: "string", format: "date" }, preferredTime: { type: "string" }, timezone: { type: "string" }, }, required: ["email", "name"], }, handler: "https://api.example.com/webhooks/demos/schedule", }, { name: "update_crm", description: "Create or update a lead in the CRM", parameters: { type: "object", properties: { email: { type: "string", format: "email" }, name: { type: "string" }, company: { type: "string" }, score: { type: "string" }, conversationSummary: { type: "string" }, tags: { type: "array", items: { type: "string" } }, }, required: ["email", "name"], }, handler: "https://api.example.com/webhooks/crm/update", }, { name: "get_case_study", description: "Retrieve a relevant case study for the prospect's industry", parameters: { type: "object", properties: { industry: { type: "string" }, companySize: { type: "string", enum: ["startup", "smb", "enterprise"] }, }, required: ["industry"], }, handler: "https://api.example.com/webhooks/content/case-study", }, ], parameters: { temperature: 0.5, maxTokens: 1024 }, memory: { enabled: true, maxTurns: 40, summarize: true }, });

// User: "Hi, I'm looking at your product for our team" // Agent: "Welcome! I'd love to help. Could you tell me a bit about // your company and what problem you're looking to solve?" // User: "We're a 50-person fintech startup. We need to automate // our customer onboarding process." // Agent: [Calls score_lead with initial data] // "That's a great use case! Several fintech companies use // our platform for exactly that. What's your current // onboarding process look like?" // ... after several turns ... // Agent: [Calls score_lead: "hot"] // [Calls schedule_demo] // "Based on what you've shared, I think a demo would be the // best next step. I've sent you a calendar invite for // Thursday at 2pm. Looking forward to showing you how we // can cut your onboarding time by 60%!" // [Calls update_crm with full context]