Capture leads with the CRM module

This tutorial connects a CRM module to an agent and tests lead capture.

#1. Install CRM

1. Go to Modules.
2. Click Add Module.
3. Choose CRM.
4. Name it clearly, such as Sales CRM.

#2. Enable CRM for the agent

1. Open the agent.
2. Go to Modules.
3. Enable the CRM module.
4. Save changes.

#3. Add lead instructions

In Agent Settings, add instructions such as:

• Ask for name, email, company, team size, and timeline.
• Do not create a lead until name and email are provided.
• Save qualification notes.
• Escalate enterprise, legal, or procurement questions.

#4. Test in Playground

Try:

Hi, I want a demo. My name is John Doe and my email is john@acme.co.

Verify that:

• The agent asks for missing qualification details.
• A CRM record is created or updated.
• The note explains the user’s intent.

#Related guides

• CRM module
• Agent workflows and module actions