DESCRIPTION
This agent helps the Sales team find the perfect reference client in a deal cycle. You give it a Salesforce Opportunity Id or company name and it grabs all relevant of the oppurtinty and then scours a Google sheet to return the perfect reference client.
This is a simplified version of the reference agent show off during the Agents at Work webinar by Shelby Selak from Samsara.
HOW DO YOU SET THIS UP?
1.
Update the instructions
The workflow is broken down step by step in the instructions. If you'd like to change the flow, update the instructions.
2.
Update the reference client database
Currently the agent uses a Google sheet to find the right reference clients. Update that to match where your client database lives.
Hand-picked by the Gumloop team
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