Set Up a Buyer Engagement Agent

The Buyer Engagement agent unifies marketing and sales teams to generate qualified pipelines and grow revenue through personalized multichannel interactions. It helps businesses manage high volumes of leads, even when they lack the resources to provide a human touch to every interaction.

View supported editions.

Note The Buyer Engagement agent isn't supported in Government Cloud. See Marketing Cloud Next in Government Cloud.

Here are some key capabilities of the Buyer Engagement agent.

• Personalized prospect engagement—Sends personalized intro emails to new or updated leads automatically, and personalizes inbound web chat and chat pouncing experiences.
• Integration with marketing campaigns and brand kits—Automates personalized, grounded outbound lead nurturing campaigns.
• Automated lead nurturing via email—Responds to email replies and handles two-way email conversations.
• Lead qualification—Qualifies prospects via email and web chat, updating relevant lead and contact records.
• Meeting scheduling—Schedules meetings and follows up with potential customers via web and email.
• Engagement monitoring for marketing and sales—Provides shared intelligence by giving marketers sales insights and sellers visibility into engagement signals.

• Leads Worked Billable Usage Types
  Learn how Buyer Engagement Agent and Lead Nurturing Agent measure Leads Worked, consume Flex Credits, and bill related products and services separately.
• Prepare Your Org for a Buyer Engagement Agent
  To get started, confirm the prerequisites and turn on the Buyer Engagement template. The Buyer Engagement template includes the settings and features that are required for the agent to interact with customers through marketing channels. Then assign user permissions, configure the agent’s user record, and complete the remaining tasks to set up your org.
• Build a Buyer Engagement Agent
  Now that you completed the steps to prepare your org, you’re ready to create a Buyer Engagement agent. To ground your agent with communication preferences, product, branding, qualification guidelines, and other customization options, follow the guided steps in the app.
• Complete Required Setup for the Buyer Engagement Agent
  Now that you’ve created an agent, complete the remaining steps to configure it for email messaging or web chat. Then configure supervisors to monitor agent performance, and edit record pages so that agents can access qualification details.