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Workflow guide

Plan your lead generation agent

Answer pricing and product questions from your site, then collect contact details before a sales call. Custom deals and discounts stay with your sales team.

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What the visitor sees

Questions to test

What the agent answers, and what stays with your team.

Use these questions as test prompts. Each one should be answered from the source under it. Account-specific answers need authentication and a supported connection.

Sales assistant

Planning sample

Answer from approved sources

  1. 01
    Can I pay annually?Pricing page
  2. 02
    Is there a mobile app?Product overview
  3. 03
    How long does onboarding take?Sales FAQ
Boundary

Hand to your team

  • Custom pricing and discounts
  • Contract and security reviews
  • Qualified leads ready for a call
For example
Can I get a discount for 12 seats? My email is lena@example.com.
Planning guide. The examples on this page help you scope a test. They do not mean every provider, data source, or action is already connected.

Handoff rules

Write down where the agent stops.

When it does, your team sees the whole chat, not a summary.

  1. 01

    A request for a custom price

    The agent collects contact details and hands the chat to sales.

  2. 02

    Security or contract questions

    The agent hands them to your team instead of answering from marketing pages.

  3. 03

    A comparison with a competitor

    The agent answers only from your own pages and makes no claims about other products.

Not every job belongs to an agent. Emergencies, licensed advice, and decisions nobody has approved stay with people. See the stop conditions

What your team sees

A safer first version

Four steps, one pilot review.

Record a baseline before the test, use the same time window after it, and keep the result tied to your own conversation data.

  1. 01Choose one support job
  2. 02Add approved sources
  3. 03Set action and handoff rules
  4. 04Run a private test

Sample measurement checklist

Pilot review

Pilot review progress: 0/4

Questions before setup

Decide the rules before customers see it.

Not yet. The agent collects names, emails, and phone numbers with the built-in lead form, and you review them in Chatsy. HubSpot and Salesforce are on the planned list.

Agents can’t run calendar actions yet. The agent shares your booking link and collects contact details for your sales team.

Account-specific lookups and actions in another system need a supported integration and the right permissions. Check the integrations directory before including either in the workflow.

Use real questions with sensitive data removed. Compare each answer with the approved source, test the handoff, and record any missing or incorrect answer before making the agent public.

More workflow guides

Plan another support job.

All solutions

Test one narrow workflow first.

Start with five real questions, remove sensitive data, and compare every answer with the source your team approved.

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