Cloud Agents
Cloud Agents
Cloud agents are your AI BDRs that can be used to handle phone and email outreach, follow up and more.
Go to app.getsignals.ai
1. Click "Cloud Agents"
To create a new cloud employee, log in to Signals, then click on the Cloud Agent tab on the left sidebar.
2. Navigate to "Add New Agent"
Go to "Add New Agent" in the upper right corner.
3. Select an objective for your AI BDR
Select what objective you'd like your AI BDR to focus on.
4. Configure Persona and Onboarding
In the Profile section, you'll be able to give your Cloud Agent a name, role, and department to help distinguish it from your other cloud agents. You can also preview your agent's voice.
5. Edit Agent
In the Profile section, you'll be able to give your Cloud Agent a name, role, and department to help distinguish it from your other cloud agents. You can also preview your agent's voice.
6. See Other Agents
To change the agent's picture, click on the pencil icon in the top right corner of the agent's image.
7. Fill out Agent Bio
The Agent Bio is where you can configure your agent's role, personality, and give it additional context that allows it to fulfil its objective.
These will come pre-filled out as part of the template you chose, but you can make tweaks accordingly.
8. Set up Outreach
Make changes to the existing hook or create a new one altogether. You can also choose how visitors can respond to the Cloud Agent: free response, button, or AI agent (i.e. where the agent recommends a piece of content through the button "Surprise Me").
9. Define your Agent's Objectives
Data Capture: The agent can ask for the visitor's name, email, phone number, or any combination of the 3
Meeting Type: Select what meeting type you'd like to offer to prospects. You can add or delete meeting types by accessing the "Meetings" tab under "Org Settings." For more help on this, check out our HelpDocs about Meetings
Knowledge Base: The agent can draw from your website, previous conversations, or both to inform its responses
Temperature: Controls the randomness of your agent's response
Detect Emotion: This toggle enables agents to detect the user's feelings and respond accordingly
10. Coach your Agent
Coach your agents based on past conversations, or upload a document of your company information (e.g. HelpDocs) to give it additional support.
If you have substantial training, use the search bar to lookup specific feedback you've given.
11. Coaching: Chat
You can also coach your agent directly in a conversation. Click "Add Coaching" on the AI Coaching card to do so.
12. Role Plays
You can also role-play with your agent on the web, in inbound calling, or in outbound calling, then continue training your agent accordingly.
13. Buy Agents or Search
Click here to buy additional agents, search for a certain agent, export as a CSV, or filter by agent type.
14. Active/Inactive Agents
Agents are active if their description cards contain color. Agents are inactive if their images are slightly muted.
