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
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.
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.
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
Published: A Playbook with the status "Published".
Inactive: Playbook with the status "Inactive".
Step 13: Here we can view the list of Archived Playbooks by clicking on "See Archive".
Archived: Playbook status is set as "Archived".
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!