> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ansa.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales

> Convert website visitors into leads with AI-powered conversations, lead capture forms, and CRM integrations.

export const Screenshot = ({src, alt}) => <img src={src} alt={alt} className="rounded-lg border border-gray-200" />;

## 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

<Screenshot src="/screenshots/chat.png" alt="Sales chat conversation" />

## 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

<Tip>
  Keep pricing and feature information up-to-date. Outdated information can lose deals.
</Tip>

### 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:

```json theme={null}
{
  "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?" |

<Screenshot src="/screenshots/widget.png" alt="Widget triggers" />

<CodeGroup>
  ```javascript Vanilla JS theme={null}
  // Custom event for high-intent actions
  window.ansa.trigger('viewed_pricing', { plan: 'enterprise' });
  ```

  ```javascript ES Module theme={null}
  import { triggerEvent } from '@ansa-so/sdk';
  triggerEvent('viewed_pricing', { plan: 'enterprise' });
  ```
</CodeGroup>

### 5. Identify Returning Visitors

Use visitor identification for personalized conversations:

<CodeGroup>
  ```javascript Vanilla JS theme={null}
  // 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'
    }
  });
  ```

  ```javascript ES Module theme={null}
  import { identifyUser } from '@ansa-so/sdk';

  identifyUser({
    userId: 'user_123',
    userMetadata: {
      name: 'Jane Smith',
      email: 'jane@company.com',
      plan: 'trial',
      company: 'Acme Inc'
    }
  });
  ```
</CodeGroup>

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](/developer-guides/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

<Screenshot src="/screenshots/history.png" alt="Lead tracking" />

## See Also

* [Form Tools](/tools/form-tools) — Creating lead capture forms
* [Submission Actions](/tools/post-actions) — CRM webhook configuration
* [Triggers](/widget/triggers) — Setting up exit-intent and engagement triggers
* [Identity & Personalization](/developer-guides/identity) — Visitor identification
* [Custom Events](/developer-guides/custom-events) — Tracking custom user actions