Use these templates below to help ensure correct Objective setting behavior.
After selecting “Other” in the Objective of Agent section, you’ll see a Define Objective text box.
Start with “The objective is to …” along with your goal. Be very concise and provide the link here.
Then, provide as many details about the sign-up link as possible. Explain how it benefits the customer and address any potential concerns (e.g., privacy, data security) they might have when signing up.
Finally, include “Always include the sign-up link in every response.” at the end to ensure the auto-responder consistently promotes the sign-up link. Note: if this instruction is omitted, the auto-responder may default to asking for meetings instead.
The objective is to encourage the customer to sign up for a free trial using this link: https://saasplatform.com/free-trial
Signing up for the free trial provides users with 14 days of full access to our platform, enabling them to explore advanced features that improve team productivity, such as real-time project tracking, automated reporting, and seamless integrations with tools like Slack and Salesforce. Let customers know they can sign up risk-free with no credit card required.
Always include the sign-up link in every response.
NEVER suggest meeting times OR Calendly links as they cannot meet me.
The objective is to promote our white paper using this link: https://consultingfirm.com/resources/white-paper
Our white paper outlines actionable strategies for streamlining operations, reducing costs, and driving business transformation, based on years of experience working with Fortune 500 companies. Share how this resource can provide valuable insights for leadership teams and encourage the customer to download today.