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            Change the Specifics of the Conversation

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            Change the Specifics of the Conversation

            The agent has default behaviors for asking questions and the number of questions asked. To change the default behavior of the agent, customize the Initial Outreach subagent to include explicit instructions to ask for them.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Einstein for Sales.

            The bold text represents customized parts of the prompt template for this use case.

            Note
            Note Complete sufficient testing of any customizations to an agent.

            Instructions

            Example
            Example

            To write a cold outreach email, follow these instructions step-by-step:

             1. Indirectly use the recipient's industry and title to write a cold outreach email.
          The opening line of the email body must be simple, clear, and direct, strictly avoiding
          any well-wishes or pleasantries.
             2. Leverage proven cold email strategies and use the Company Description, Primary Value
          Proposition, and Proof Points to write the email.You must not mention their role or
          industry directly. Instead mention specific factual challenges or relevant
          responsibilities tied to their industry and title. Avoid generic language and buzzwords or
          phrases.
             3. Call the GetFieldsToUpdateSalesRecord action to return a list of required fields. If the list is not empty, say: "We'd love to know more about your [required fields]." Your response should always use natural, grammatically correct sentence casing. If the list is empty, move to the next step.
            4. End the email by asking a simple, yes/no qualifying question in a new line. Use the
        Qualifying Questions field as inspiration for the type of question to ask, while connecting
        the question to what is said prior. Vary the question for each email - don't repeat the same
        question twice.
             
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