Overview
Ansa helps sales teams:
- Engage website visitors at the right moment
- Qualify leads through conversational AI
- Capture contact information with smart forms
- Route leads to your CRM automatically
- Identify returning visitors for personalized follow-up
Recommended Configuration
1. Knowledge Base Setup
Train your agent on sales-relevant content:
Recommended sources:
- Product/service pages
- Pricing information
- Case studies and testimonials
- Competitor comparisons
- FAQs about your offering
Keep pricing and feature information up-to-date. Outdated information can lose deals.
2. Agent Settings
| Setting | Recommended Value | Why |
|---|
| Model | Claude 3.5 Sonnet or GPT-4o | Natural conversational flow |
| Temperature | 0.5 - 0.7 | Slightly higher for more engaging responses |
| System Prompt | Sales-focused with qualification questions | See example below |
Example System Prompt:
You are a helpful sales assistant for [Company Name].
Your goals:
- Answer questions about our products/services accurately
- Understand the visitor's needs and use case
- Highlight relevant features and benefits
- When appropriate, offer to schedule a demo or collect contact info
Qualification questions to naturally work into conversations:
- What problem are you trying to solve?
- What's your timeline for implementing a solution?
- How large is your team?
Be helpful first, sales-focused second. Don't be pushy.
Create a form to capture qualified leads:
{
"name": "schedule_demo",
"description": "Use this when a visitor expresses interest in learning more, wants a demo, or asks about pricing for their specific use case.",
"executionType": "form",
"formSchema": {
"fields": [
{ "name": "name", "label": "Your Name", "type": "text", "validation": { "required": { "value": true, "message": "Name is required" } } },
{ "name": "email", "label": "Work Email", "type": "email", "validation": { "required": { "value": true, "message": "Email is required" } } },
{ "name": "company", "label": "Company", "type": "text" },
{ "name": "team_size", "label": "Team Size", "type": "select", "options": [
{ "label": "1-10", "value": "1-10" },
{ "label": "11-50", "value": "11-50" },
{ "label": "51-200", "value": "51-200" },
{ "label": "200+", "value": "200+" }
]}
],
"submitLabel": "Request Demo",
"successMessage": "Thanks! Our team will reach out within 24 hours to schedule your demo."
},
"formPostActions": [
{ "type": "webhook", "url": "https://hooks.zapier.com/...", "headers": { "Authorization": "Bearer ..." } },
{ "type": "slack", "webhookUrl": "https://hooks.slack.com/...", "messageTemplate": "π― New demo request!\n\nName: {{name}}\nEmail: {{email}}\nCompany: {{company}}\nTeam size: {{team_size}}" }
]
}
4. Exit-Intent Triggers
Capture leaving visitors with strategic triggers:
| Trigger | Configuration | Action |
|---|
| Pricing page exit | Exit intent on /pricing | Show form: βBefore you go, want a custom quote?β |
| Time on page | 45 seconds on product pages | Open chat: βHave any questions about [Product]?β |
| Scroll depth | 50% on landing page | Show bubble: βWant to see how this works for your team?β |
// Custom event for high-intent actions
window.ansa.trigger('viewed_pricing', { plan: 'enterprise' });
5. Identify Returning Visitors
Use visitor identification for personalized conversations:
// When user logs in or is identified
window.ansa.identify({
userId: 'user_123',
userMetadata: {
name: 'Jane Smith',
email: '[email protected]',
plan: 'trial',
company: 'Acme Inc'
}
});
With identification, your agent can:
- Greet visitors by name
- Reference their company and use case
- Pre-fill form fields with known information
- Provide contextual responses based on their plan/status
CRM Integration
Connect form submissions to your CRM using webhooks:
Popular integrations via webhooks:
- Salesforce (via Zapier or direct API)
- HubSpot
- Pipedrive
- Close.io
See Webhooks for payload structure and configuration.
Tracking Conversions
Trigger Analytics
Monitor which triggers drive the most conversions:
| Metric | What it Shows |
|---|
| Fired Count | How many times the trigger activated |
| Converted Count | How many led to form submissions |
| Conversion Rate | Effectiveness of your engagement strategy |
Lead Analytics
Track in the Leads view:
- Form submissions over time
- Conversion by page/trigger
- Lead quality indicators
See Also