Objectives really are the cornerstone of lead qualification job flows. It's a way for you to collect information, optionally updating a field within your connected source once it has received that information.

Notice you have to add components to the objective action (clicking the "+" within the objective settings side bar). You can add multiple things that you want your agent to determine while it's working on this action.

In this example, havng the agent work on First Name and Email within the same objective, it will be more likely to gather both at once by saying something like, "Mind if I grab your first name and email?".

Only once it has gathered all of the information or reached Max Attempts (explained below) will it will continue.

It's important to note that the most important field is the Short Description. This tells the Agent what information to collect. Here are examples of good short descriptions:

✅ determine the contact's name

✅ find out why the person wants to join our gym

✅ see whether or not they are interested in our program

Here are some examples of short descriptions that will perform very poorly:

❌ Ask what their name is - technically it accomplishes this objective just by asking what their name is... you actually want it to find out what their name is (not just ask)

❌ find out why they want to join our gym and what their name is - asking for mulitple things within the same short description is confusing and will decrease accuracy

❌ see if they are interested in our program - this is more of a tricky one. It's better to say "see whether or not" instead if "see if", this way the agent knows it has done its job even if it has gathered that the contact is not interested.

The title is there for you to easily see what the objective is doing from the flow builder view and from the conversation view while the conversations are happening.

The output variable is the location within your source where you'd like to store gathered information. This is optional.

Each section of your objective has its own advanced settings. If you're unsure of what to do with the advanced settings, it's best to leave them unedited.

The extra prompt is a way for you to include extra information that may be needed solely while the agent is working on accomplishing this part of the objective. It's only looked at while working on this objective. After it's done, it never sees this information again. Test to see how your Agent performs before loading Extra Prompts into every section you can find.

If you have an objective part that's optional, it's helpful to set max attempts to a low value. For example, maybe you want to determine someone's reason for wanting to join a gym, but if they are refusing to answer you want to be able to move on. In this case, setting Max Attempts to 3 may be good. This will allow the Agent to try to gather that information 3 times before skipping it entirely.

Sensitivity operates on a scale from 0 to 100. If you set the sensitivity to 100, the Agent will be extremely strict when determining whether or not an answer to its question has passed an objective part. When set to 0, the Agent will accept any answer given as being acceptable. By default, we keep this as 50... the perfect middle.

If you've selected an output variable from your source that you would like to update when the objective part is complete, the default behavior is that the agent will skip the objective part if that field is already filled out. If you want the agent to ask again and update the field, you can disable this here.

Use some objectives in your agents to qualify leads or just update contact info. Let us know your favorite use cases you've found in our Facebook Community 👏 When you share what works well with the community, you help others grow and that's pretty neat!

​