Sales Agent AI

Overview

Sales Agent Integration introduces a cutting-edge solution for business owners to discover potential leads with ease. By specifying their business type and target audience through a simple chat with a sales agent, users receive a curated list of relevant leads in an organized format. This streamlined process enhances customer outreach and supports business growth.

Key Features

• Chat-Based Input: Business owners can provide their business type and target audience through a friendly chat interface with the sales agent on the telex platform.
• Curated Lead Generation: The sales agent retrieves a list of potential leads tailored to the specified criteria.
• Organized Output: Leads are presented in a clear and easy-to-read format.
• Custom Automation: The lead retrieval process runs automatically at a set time, ensuring business owners always have access to updated leads.
• Telex Success Notifications: Users receive success messages via the Telex channel whenever new leads are fetched.

How It Works

Telex Setup and activating the Sales Agent

Steps

1. Sign Up: Sign up for a Telex account at Telex.
2. Create an Organisation: Create an organisation on the Telex platform.
3. Create a Channel: Create a channel in the organisation.
4. Add the Sales Agent: Click on Apps, then click on Add New to add the Sales Agent to the channel.
5. Sales Agent Integration: Enter this URL https://sales-agent-3wyf.onrender.com/integration.json in the Integration Json Url field and click Save.
6. Activate the Sales Agent: Click on the toggle button to activate the Sales Agent in the channel.
7. Confugure the Sales Agent: Click on the Manage App button to configure the Sales Agent.
8. Set the Custom Channel: Click on the Output tab -> Custom Channels -> Add Custom Channel -> Select the channel you want to see the output.
9. You're all set! The Sales Agent is now active in the channel.

Sales Agent Chat Interaction

The chat interaction between business owners and the sales agent takes place in the telex channel and is handled by the ChatService class which processes messages, validates inputs, and guides users through a structured flow to collect information for lead generation. Below is a breakdown of the interaction steps:

Interaction Flow

1. Starting the Process:

   • Users begin the process by sending the start-sales-agent command.

   • The system responds with a welcome message and prompts users to provide their business email address.

     

2. Exiting the Process:

   • At any point during the interaction, users can exit the process by sending the /exit command.

   • The system acknowledges the exit request and stops the interaction.

     

3. Email Validation:

   • The system validates the provided email address using a regex pattern.

   • If the email is invalid or already exists in the system, an appropriate message is displayed.

     

4. Company Information:

   • Users are prompted to specify the platform they are targeting to get leads. The Agent can search for leads from any of the following platforms linkedin, x (formerly twitter), stripe, google.

   • Input is validated to ensure it follows the required format.

     

5. Lead Type:

   • Users specify the type of lead they need by providing the lead's domain name (e.g., linkedin.com, x.com, google.com, stripe.com).

     

6. Automated Instructions:

   • Clear and friendly instructions are sent at every step of the process.
   • The system communicates with users via the configured Telex webhook URL.

7. Persisting User Data:

   • Once all required inputs are collected, the user's information (email, company name, and lead type) is saved in the database for further processing.

8. Domain Search Integration:

   • The service triggers the domain-search endpoint of the lead generation API to fetch leads matching the specified criteria.

9. Success Notification:

   • Upon successful lead retrieval, the system sends a notification to the user via the Telex channel with all the leads found.

     

Lead Search Integration

The lead search feature is implemented in the domainSearch method of the LeadService class. It retrieves potential leads based on the user's specified domain and stores new, unique leads in the database. Below is an overview of its workflow:

Workflow

1. Retrieve User Details:

   • The domainSearch method starts by fetching the user's information from the database using the channel_id from the SalesAgentPayloadDTO payload.
   • If the user is not found, an exception is thrown.

2. Construct API Request:

   • The method uses the domain provided by the user (LeadType) to construct the domain-search API request.
   • The API key and base URL for the request are configured in OkHttpConfig.

3. Fetch and Parse Data:

   • A GET request is sent to the Hunter.io API
   • The API response is parsed into a JSON object to extract relevant data, such as email addresses, names, LinkedIn URLs, company information, and industry.

4. Filter Unique Leads:

   • Existing leads in the database are checked to ensure no duplicates are stored.
   • New leads are created only for entries with unique email addresses.

5. Save Leads and Notify:

   • New leads are saved to the database.
   • For each new lead, the system sends a notification to the specified Telex channel using the TelexClient.

6. Log Success:

   • Logs are generated to confirm how many new leads were successfully saved.