AI Agents
Enable your team to confidently design, build, and deploy custom AI Agents that enhance productivity, streamline workflows, and drive measurable results across marketing and sales functions.
Your team, mastering AI Agents for real business impact
This hands-on, end-to-end 360 accompaniment guides your team from concept to real-world deployment. We help your company:
Monitor performance (conversions, response relevance, engagement) and fine-tune.
Define the digital buyer personas your AI Agent will serve.
Map the automated customer journey with smart decision paths.
Design prompts, conversational flows and behavioural logic.
Integrate the agent into real channels (website, CRM, WhatsApp, etc.).
Why choose Gotoclient’s AI Agent 360 accompaniement?
Real-world, outcome-driven training. We focus on productivity and business value, not theory.
Experienced team. Proven experts in AI-powered marketing, automation and workflow orchestration.
Multi-platform knowledge. We cover Chat GPTs and Microsoft Copilot.
Capability transfer. We enable your team to own the agent creation process.
Performance-oriented iteration. We support continuous improvement post-launch.
How the training works
Understanding your buyer persona and use case.
Journey mapping with pain points, automation triggers and key messages.
Agent design: prompt architecture, tone setup, fallback logic.
Training & testing: real scenarios, debugging, and behaviour refinement.
Deployment: integration with your stack.
Monitoring & optimisation: engagement metrics, satisfaction, lead qualification rates.
What’s included
Ongoing coaching
5x 90-minute online training sessions.
Agent flowcharts, prompt guides and templates.
Deployment support into your CRM, website or tools.
Opportunity analysis and AI automation scoping
What you get
| Key Benefit | What You Achieve |
|---|---|
| Working agent from day one | Real-world automation in marketing and sales. |
| In-house capabilities | Your team becomes AI‑literate and self‑sufficient. |
| B2B-relevant applications | From ABM research to lead scoring and email generation. |
| Ongoing value | Agent evolves through your feedback and usage data. |
AI Agents in Marketing & Sales
Marketing
- Client potential analysis
- Lead qualification
- Marketing analytics
- Outbound email generation
- Ad copy generation
- Landing copy generation
- Survey automation
- Landing optimisation
- Brand guidelines assistant
- ABM research
- Competitor intelligence
- Campaign planner
- SEO content optimisation
- Social media optimisation
- Message-market fit
- Market opportunity scouting
Sales
- Sales analytics
- B2B outreach
- Sales material access
- Sales reps meeting preps
- Omnichannel engagement
- CRM analysis
- Sales quotations
- Lost deals analysis
- Pricing optimisation
- Objection handling
- Referrals activation
- Pipeline nurturing
- Upsell & cross sell triggering
- Risk scoring
Frequently Asked Questions about AI Agents:
AI agents are autonomous software systems that understand customer intent, reason through requests, plan actions, and complete tasks—such as answering inquiries or qualifying leads—without human intervention.
They use NLP to interpret queries, access CRM or knowledge bases, make decisions across systems, and either resolve queries or escalate to human agents. They can also engage and qualify leads on websites in real time.
They provide 24/7 support, reduce average handle time, increase first‑contact resolution, boost lead qualification, personalise engagement, and improve customer satisfaction while lowering costs.
Yes. They assist human agents during live interactions by suggesting next‑best actions, surfacing relevant info, and handing over context when escalation is needed, ensuring seamless collaboration.
Common features include conversational support (voice/chat/email), predictive routing, sentiment analysis, workflow orchestration across systems, document processing, and continuous learning capabilities.
The guide references platforms such as Drift, Intercom, Zendesk + AI agents setups, Salesforce agentic frameworks, Google Cloud Vertex AI Agent Builder, and others suited to different scales and budgets.
Track KPIs like reduced AHT, increased FCR, CSAT/NPS lift, number of leads automated, agent productivity gains, cost savings, and conversion impact from lead qualification flows.
