AGENT BEHAVIOR

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Design sales dialogs visually: qualification branches, objections, and CRM handoff - with A/B tests before scaling campaigns.

Why visual conversation design

Outbound scripts are products - they change weekly. Visual editing cuts iteration from days to hours. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.

  • Drag-and-drop paths
  • Preview before publish
  • Versioning and rollback

Script A/B testing

Test openers, qualification questions, and voice on the same lead list - measure meeting conversion. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.

Sales team collaboration

Reps propose objection tweaks; Coldbot implements in the editor - no IT tickets. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.

Guardrails in design

Topic limits, banned phrases, and required fields before CRM write. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.

From draft to production

Start from an industry template, clone objection branches, publish a test version on 50 numbers, then ramp volume. Version history lets you roll back if conversion drops after a script change. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.

  • Coldbot industry templates
  • Conversation preview before publish
  • One-click rollback

Sales, RevOps, and deployment collaboration

Coldbot features are built for joint work - reps, CSM, and RevOps share one dashboard. Every Friday: connect rate, top objections, meeting conversion. One script change per week, then scale. Wire CRM in week one of the pilot so personalization and reporting are trustworthy from day one.

  • Weekly sales review rhythm
  • One script change per iteration
  • CRM mapped before scale
  • Alerts on conversion drops

FAQ

Frequently asked questions

Need developers?

No - built for campaign owners and sales ops.

Import existing script?

Yes - during onboarding from docs or other platforms.

Parallel tests?

Many versions on list segments.

Learning curve?

1–2 training sessions included in deployment.

Clone scripts between campaigns?

Yes - duplicate flows and edit industry-specific branches only.

Do we get a dedicated CSM?

Growth and Enterprise include onboarding support; Enterprise adds a solution architect.