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AI Agent In Action - Live Implementation Example

Jonathan Goodfellow Updated by Jonathan Goodfellow

English Academy Lead Generation Agent in Action! πŸ’₯

In this article we are going to look in detail at a common use case for our AI Agents, a Lead Generation Agent! For our example, we will create an Agent to be used in a Lead Generation capacity for an English Academy.

Setting Up the Complete Flow

Implementing your AI Agent involves two main components working together:

  1. The AI Agent: The intelligent conversational component where data is collected
  2. The Traditional Rule-Based Bot: The bot that is jumped to when the AI Agent has completed it's work
The Goal: English Academy Lead Generation

Our goal here is to collect information that the user enters to the Agent, and then store that information in a Google Sheet. The method will look like this:

  • Collect the required information in the AI Agent
  • Trigger the Exit Condition to move to the rule-based bot
  • Send the information collected in the AI Agent to Google Sheets

So lets start with the AI Agent! πŸ‘©πŸ½β€πŸ’»

English Academy AI Agent Setup

Here we provide simple instructions to the Agent about how to behave and what data needs to be captured. In this case, we want the user's name, the course that they are interested in and their budget.

Instructions

In the Instructions, we need to give directions to the Agent on it's role and what information needs to be collected. For our example, it looks like this:

Conversation Data

We also specify this data and the Fields where the data will be saved. It looks like this:

Exit Condition

Finally, we need to set up the Exit Condition to trigger the Rule-based Bot. In this case, we need the Exit to trigger when all of the has been collected by the AI Agent. It looks like this:

Here we have set a Specific Step in the bot that will be jumped to when all the required data is collected. Best practice is here to Jump To a Set a Field block in the receiving bot. You can find a full guide on how to set this up in our article here.

Live Implementation

So let's have a look at the whole process in action!

  • The AI Agent collects the required data:
  • The Exit Condition triggers once all of the information has been collected, and the user is sent to the Rule Based bot. In the chat, we can see that the "Thanks for submitting your information" message comes from the Rule-Based bot:

We have set the Exit Condition to Jump To the Set a Field block, so the flow in the Rule-Based bot starts from there.

  • The Google Sheet block triggers, and the data collected in the AI Agent is sent to the Sheet:

And that's it! Simple! βœ… Your Agent has collected the necessary data, and we now have to safely stored in our Google Sheet! πŸ’₯

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