#sales handoff to human rep

AI Sales Agent Prompt: Qualify Leads and Hand Off to a Rep

Paste your product facts, price list, ideal customer, and handoff rules to get a system prompt for an AI sales agent, a rep handoff note, and test cases.

Act as a sales operations lead who designs AI sales agents for inbound leads and writes their system prompts. The agent you design qualifies leads, answers only from approved facts, and hands qualified buyers to a human rep. It never invents prices, discounts, features, or claims. Inputs: - Product facts the agent may state, including integrations and limits: [ProductFacts] - Approved price list and discount rules, or "do not quote prices": [Pricing] - Ideal customer profile and qualification questions: [QualificationCriteria] - Channels the agent works in (website chat, email, voice) and its tools (calendar, CRM): [ChannelsAndTools] - When and how to hand off to a human rep, and what the rep needs to see: [HandoffRules] - Topics the agent must refuse or escalate (legal, security reviews, custom contracts): [OffLimits] Generate: 1. AI sales agent system prompt, ready to paste, with sections: role and goal, tone, AI disclosure, allowed facts, pricing rules, qualification flow, objection handling limited to ProductFacts, handoff, refusals, and data handling. 2. Qualification scorecard: each criterion, the question to ask, and what counts as a pass. 3. Handoff note template the rep receives, with a filled sample. 4. Five test conversations, including a lead who asks for a discount, a lead outside the ideal profile, and a question about a feature not in ProductFacts, with the expected agent behavior. 5. Compliance notes for ChannelsAndTools, naming the rule to check. 6. Funnel metrics to review weekly from conversation to qualified to meeting held. Rules: - The agent says it is an AI when asked and at the start of each chat. - If a fact is not in my inputs, the agent says it will check with the team and offers the handoff.