Sales

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 Outdated information can lose deals.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.

3. Lead Capture Form Tool

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": "🎯 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: “Before you go, want a custom quote?”
Time on page	45 seconds on product pages	Open chat: “Have any questions about [Product]?”
Scroll depth	50% on landing page	Show bubble: “Want to see how this works for your team?“

// Custom event for high-intent actions
window.ansa.trigger('viewed_pricing', { plan: 'enterprise' });

import { triggerEvent } from '@ansa-so/sdk';
triggerEvent('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: 'jane@company.com',
    plan: 'trial',
    company: 'Acme Inc'
  }
});

import { identifyUser } from '@ansa-so/sdk';

identifyUser({
  userId: 'user_123',
  userMetadata: {
    name: 'Jane Smith',
    email: 'jane@company.com',
    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

Getting Started

User Guides

Use Cases

Developer Guides

Tools & Forms

Integrations

API Reference

Support

Overview

Recommended Configuration

1. Knowledge Base Setup

2. Agent Settings

3. Lead Capture Form Tool

4. Exit-Intent Triggers

5. Identify Returning Visitors

CRM Integration

Tracking Conversions

Trigger Analytics

Lead Analytics

See Also

​Overview

​Recommended Configuration

​1. Knowledge Base Setup

​2. Agent Settings

​3. Lead Capture Form Tool

​4. Exit-Intent Triggers

​5. Identify Returning Visitors

​CRM Integration

​Tracking Conversions

​Trigger Analytics

​Lead Analytics

​See Also

Overview

Recommended Configuration

1. Knowledge Base Setup

2. Agent Settings

3. Lead Capture Form Tool

4. Exit-Intent Triggers

5. Identify Returning Visitors

CRM Integration

Tracking Conversions

Trigger Analytics

Lead Analytics

See Also