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
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 - Choose how your AI communicates with visitors, whether you prefer a professional, friendly, conversational, or brand-specific tone.
Define rules (topics to avoid, escalation logic, boundaries) - Set clear guidelines for your AI, including topics to avoid, when to escalate conversations to a human, and any communication boundaries it should follow.
Adjust behavior at any time - Your AI settings aren't permanent. You can update its tone, rules, and behavior at any time to reflect changes in your business or communication strategy.
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
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