👨💼Agent's
Last updated
Last updated
The Agent's feature is designed to streamline processes on the Sprouts platform by automating key workflows. Using pre-defined personas, the system automatically identifies contacts that meet specific criteria and triggers tailored campaigns.
This automation enhances productivity by eliminating manual tasks, improving targeting accuracy, and optimizing marketing effectiveness. Teams can focus on high-value activities, driving better results and maximizing campaign performance.
Step 1: Navigate to the Settings tab.
Under Configurations, select Agents.
Step 2: Open the Agents tab.
Step 3: To create a new Agent, simply click on the "Create New Agent" button
For more information about Sprouts Agents, please refer here.
Step 4: View the list of available templates and create an Agent based on one of these templates.
Step 5: Necessary Steps will be automatically generated when a template is selected.
Steps include Setting the Condition (Automatically generated from the selected template), Defining the Criteria, and Performing the Corresponding Action.
Step 6: Filter the criteria to be applied.
Step 7: Once the criteria is set, click "Yes, Proceed".
Step 8: Click on "Continue" to move to the next step. Alternatively, you can add more filters by clicking "Add Filter".
Step 9: After setting the criteria, choose the actions to be taken.
Select the Campaign Manager, Sequence, and Mailbox.
Step 10: Either publish the Playbook or save it as a draft.
In both cases, provide a Playbook Name, which is a mandatory field.
Step 11: Once the Playbook is saved, it will be visible under the Agent's Tab with the relevant status.
Step 12: Actions based on Playbook Status
Draft: Playbook saved as Draft
A Draft Playbook can be either be activated or archived, or its configuration can be modified (e.g., changing the criteria or editing the name).
Published: A Playbook with the status "Published".
A Published Playbook can only be unpublished, which will change its status to "Inactive".
Inactive: Playbook with the status "Inactive".
An Inactive Playbook can be archived or reactivated.
Step 13: Here we can view the list of Archived Playbooks by clicking on "See Archive".
Archived: Playbook status is set as "Archived".
An archived Playbook, when unarchived, will be saved as a draft, which can later be activated or re-configured.
Once the Playbook is activated, contacts that perfectly align with the defined criteria and conditions will be automatically added to the selected Campaign Manager and sequence. This seamless integration ensures a highly efficient, automated process, empowering teams to drive impactful campaigns and achieve exceptional results with minimal effort. A truly transformative step towards scaling success!
