HighLevel Agents

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Agent List

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Configuring an Agent

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Prompt Editor

You are a sales assistant for [Company Name]. Your primary goal is
to qualify leads and book discovery calls.

QUALIFICATION CRITERIA:
- Company size: 50+ employees
- Industry: SaaS, fintech, or healthcare
- Budget: $5K+ monthly marketing spend
- Timeline: Looking to start within 3 months

CONVERSATION FLOW:
1. Greet warmly and ask what brought them to the site
2. Ask about their current challenges with [topic]
3. Qualify using the criteria above
4. If qualified, offer to book a 15-minute discovery call
5. If not qualified, share a relevant resource and offer email follow-up

TONE: Professional but conversational. Use their first name.
Never be pushy. If they say no, respect it gracefully.

ESCALATION: Hand off to a human if:
- They ask about pricing specifics
- They mention a competitor by name
- They express frustration
- The conversation exceeds 10 exchanges without progress

• Too vague — “Be helpful and answer questions” gives the agent no direction
• No qualification criteria — The agent can’t tell good leads from bad ones
• No escalation rules — The agent tries to handle everything, including things it shouldn’t
• Too rigid — Over-scripted prompts make conversations feel robotic

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Goal Settings

• Agent Personality — Who the agent is and how it behaves (e.g., “You are a friendly, professional sales assistant”)
• Agent Goal — Primary objective (e.g., “Book discovery calls with qualified leads”)
• Additional Information — Business rules, hours, escalation guidelines, examples

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AI-Powered Prompt Refinement

1. Open any agent from the agent list
2. Use the AI chat (right panel) to request improvements
3. Quick actions provide one-click prompts for common optimizations:
   • Objection Handling — Add responses for common pushback
   • KB Alignment — Ensure the prompt references available knowledge base content
   • Booking Optimization — Improve appointment conversion language
   • Tone Calibration — Match the agent’s voice to your brand
4. Review suggestions — AI highlights proposed changes in the form fields
5. Apply — One click to accept all changes, then Save to persist

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Knowledge Base

1. Click Add to Knowledge Base in the agent config panel
2. Upload documents:
   • PDFs — Product brochures, spec sheets, pricing guides
   • Text files — FAQ content, competitive positioning, objection-handling scripts
3. Add FAQ entries manually — question/answer pairs for common inquiries
4. Link existing WisePilot content — connect assets from your content library

• Product features and pricing (if the agent should discuss them)
• FAQ answers for your top 10 customer questions
• Competitive differentiators
• Case study summaries the agent can reference as proof points

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Automated Insights

• Nightly sync — Agent configurations, prompt versions, and conversation outcomes are synced from HighLevel automatically
• Daily quality scoring — Every conversation is evaluated against quality rubrics for response relevance, goal progress, and lead handling
• Daily snapshots — Per-agent performance metrics (booking rates, conversation volume, eval scores) are aggregated into daily snapshots for trend analysis
• Weekly prompt analysis — For agents with 50+ conversations in the past week, WisePilot analyzes conversation patterns and suggests prompt improvements every Monday

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Performance Metrics

• Conversation volume — Daily/weekly/monthly trends
• Outcome distribution — Booked vs. qualified vs. lost (pie chart)
• Average conversation length — Number of exchanges per conversation
• Response quality score — How relevant and helpful the agent’s responses are (scored nightly)
• Escalation rate — How often the agent hands off to a human

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Interpreting Performance