Measure and coach
Ideal Client Profile and Agent Training
Define the sales fit and business context used by assisted workflows
Agent Instructions combines the Ideal Client Profile with business, offer, voice, qualification, and communication training
What this workspace includes
- Ideal Client Profile
- Business and offer context
- Fit and qualification guidance
- Voice and communication instructions
Complete workflow
- 1
Define ideal fit
Describe target businesses and people
- 2
Add business context
Complete offer and differentiation
- 3
Set communication guidance
Provide tone and sales approach
- 4
Review and use
Apply updated instructions in future assisted work
How records and settings behave
- Instructions apply to supported AI workflows
- Updates influence future output
- Saved guidance creates a shared team reference
Working effectively
- Use observable fit criteria
- Include disqualifying context neutrally
- Review after positioning changes
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Ideal Client Profile and Agent Training?
Describe target businesses and people
When is my work saved?
Instructions apply to supported AI workflows
How do I confirm the result?
Return to the related list or detail view and review its current status. Saved guidance creates a shared team reference