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Applies to: Agencies automating demo agents

How do I give every prospect a custom AI receptionist demo built from their website?

Use a form, a workflow and contact custom fields, so the prompt is a variable and you do not create a new agent for each prospect.

  1. Create custom fields on the contact of type Text area, for example Agent demo prompt and Agent opening message, so they have room for long text.
  2. Create a form that asks for the prospect's website (plus name, email and phone) and build a workflow triggered by that form's submission.
  3. Add a Sub agent step. A sub agent is a mini AI agent that can call tools and output data. Give it the web search and web extract tools.
  4. In its instructions, tell it to crawl the website (use the website variable from the form trigger) and write a job description for a receptionist: who the receptionist works for, a section about the business, a frequently asked questions section and a business facts section, with as many FAQs and facts as it can find.
  5. Define two outputs and save each to its contact field: the agent prompt, and the opening message (the greeting the receptionist says first when answering or calling). Raise the max tokens if the output is long.
  6. To have the AI call the prospect, add an Outbound call step. Set the number to call (the contact), your caller ID, and use the contact's agent prompt variable as the prompt. Create a separate workflow, for example Outbound call answered, whose first line is the opening message variable, and set the Outbound call step to be answered by that workflow. The agent needs a phone number to make the call.
  7. Or let the prospect call your number: when we detect their phone number, we see the custom field on that contact and load it into the system prompt.

The result is a custom agent prompt and opening message for every business that fills out the form. If a new custom field does not show in the variable list, refresh the page. You can test the sub agent with a website before wiring the trigger, and you can export an agent as a JSON file with the Download button and upload one with the Import button.

A caution: an automated demo relies on the prospect to role play, and many business owners freeze up, say nothing or ask odd questions. A demo you run live with the prospect is usually better.