Revscale Inbound Agent Bundle

This guide highlights the essential setup steps and behaviors shown in the onboarding video for the Inbound Agent Bundle, which includes the Web Pixel Agent, Inquiry Qualifier Agent, and the Chatbot Agent.

1. Web Pixel Agent

Purpose: Identify website visitors and initiate outbound email conversations based on behavior.

What It Does

• Detects anonymous and known visitors on your website
• Tracks page visits, time on site, and engagement patterns
• Sends behavior-based, personalized email outreach automatically

Onboarding Steps

• Enable Visitor Outreach
• Connect an email account:
• • Google (Gmail)
  • Microsoft
  • Rackspace (connect via Microsoft)

Once connected, the agent begins sourcing visitors and sending outreach.

How Messaging Works

• Uses dynamic templates
• Messaging adapts based on:
• • Pages visited
  • Content viewed
  • Behavioral signals

Optional Customization

• Choose which pages to track or exclude
• Add an email signature
• Enable weekly visitor activity reports
• Adjust outreach preferences and rules

Web Pixel View

• See visitor journeys
• View pages visited and time on site
• Review the exact emails sent by the agent

2. Inquiry Qualifier Agent

Purpose: Instantly qualify inbound form submissions and route ready leads to your team.

What It Does

• Engages users who submit:
• • Contact forms
  • “Get a Quote” forms
• Collects qualifying information automatically
• Hands off qualified leads to a human owner

Onboarding Steps

• Define qualification questions
• Assign handoff recipients (who gets notified)
• Connect an email account (Google, Microsoft, or Rackspace via Microsoft)

Optional Enhancements

• Add a booking link for qualified leads
• Fine-tune how much information is required before handoff

After Setup

• Leads are logged automatically
• Conversations show:
• • Submitted form data
  • Qualification responses
  • Conversation status

Inquiry Qualifier Statuses

• In Progress: Agent is still collecting information
• Qualified: Agent completed intake and triggered handoff
• Handled Manually: A team member took over the conversation

You can step into or out of conversations at any time.

3. Chatbot Agent

Purpose: Capture and qualify leads via on-site chat.

Activation

• Automatically enabled upon signup
• No setup required to begin capturing leads

Customization Options

• Send all or only qualified leads to your CRM
• Add a booking link to chatbot flows
• Configure notification rules

4. Agent Configuration & Knowledge Base

Agent Configuration

• Control tone and communication style
• Define rules (topics to avoid, escalation logic, boundaries)
• Adjust behavior at any time

Knowledge Base

• Upload PDFs and reference materials:
• • FAQs
  • Policies
  • Product or service documentation
• Improves accuracy and alignment in agent responses

5. Operational Controls

• Set business hours and time zone
• Define after-hours and weekend behavior
• Control number of follow-up attempts
• Adjust notification recipients

Updated on: 14/01/2026