Revscale Inbound Agent

💬 How the Inbound Agent Works

Your Inbound Agent automatically reaches out to new leads who fill out your forms.

Its goal is to start a natural conversation, ask your qualifying questions, and pass the lead to your team when ready.

Smart Conversations Powered by Training

To make your agent sound like your brand, it needs to know your business.

That’s why you should upload a training document or knowledge base under the Train Your Agents tab in your client portal.

This helps the agent:

• Understand your products and services
• Match your tone and voice
• Respond confidently to common questions

The more detail you include, the better your agent performs.

Conversation Flow

Here’s how the Inbound Agent handles every lead:

1. First Contact – The agent sends a warm, branded email greeting the lead and asking your qualifying questions.
2. Lead Response –

• • If the lead answers all questions → the agent marks them as qualified and passes them to your team.
  • If the lead answers only some → the agent sends a follow-up to fill in the gaps.
  • If there’s no reply within 48 hours → the agent automatically hands off the lead to your team for manual follow-up.

3. Conversation Limit – To keep interactions efficient, the agent will only send up to two email threads per lead. After that, it’s handed off for a human touch.

Why It Works

The Inbound Agent gives every lead a personalized experience — consistent, on-brand, and immediate.

It saves your team time by focusing on qualified leads who are ready to move forward, while still following up automatically on those who aren’t.

Updated on: 03/11/2025