Goals
The Goal determines what action the AI Brain should guide users toward. Goals can vary based on user qualifications. You can define:
- Qualified Prospect Goal (Mandatory) – For users meeting specific criteria.
- Unqualified Prospect Goal (Optional) – For users who don’t meet the qualification criteria.
An example of a goal for a qualified lead could be to schedule a demo with the team and for an unqualified lead to join the beta waitlist.
Examples of Goals
- Schedule a demo: democompany.calendly.com/schedule_demo
- Start a free trial: www.demo.company.com/start_now
- Add the user to a waitlist: Inform them via a confirmation message.
- Watch a demo video: youtube.com/democompany_channel/Video1
TIP: Be sure to include a link if it’s part of the action you want a qualified prospect to take. E.g. if you want them to schedule a demo with you, do not forget to provide the demo link.
Qualification Criteria
To help the AI Brain determine qualified prospects, you’ll need to define criteria in plain English. The AI Brain uses these criteria, enriched data, and information from your CRM to qualify prospects and align them with the appropriate goal.
Examples of Qualification Criteria
- Is the prospect’s company larger than 500 employees?
- Is the prospect part of the marketing department?
- Is the prospect’s company located in the US or Europe?
NOTE: The AI Sales Brain will expect to know first all this information in order to try to achieve the campaign goal.
The goal and qualification criteria are things that affect how the brain behaves and it's very important to think about them carefully to guide the brain toward the expected behavior in the conversation.
Learn more
To read more about campaign settings please check Campaign Settings.
To read more about how to create a campaign check Campaign Definition.