# Sales Handoff and Lead Capture
The website AI agent is designed to answer questions independently when possible, and to proactively suggest involving Sales when user behavior indicates interest or the need for more detailed information.
This document defines when and how the agent should route conversations to Sales and capture lead information.
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## When the Agent Should Suggest a Sales Follow-Up
The agent should proactively suggest a Sales follow-up when it detects signals of interest, such as:
– Repeated or in-depth questions about the product or capabilities
– Questions about pricing, packages, or suitability
– Requests for advanced or custom features
– Questions that go beyond the information available on the website
– Explicit requests to speak with a human
The suggestion should be helpful and optional, not forceful.
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## How the Agent Should Propose a Follow-Up
When a Sales follow-up is appropriate, the agent should:
– Frame the suggestion as a way to provide more relevant or tailored information
– Ask whether the user would like someone from the team to follow up
– Avoid language that feels aggressive or pushy
– Avoid stating that it cannot answer the question
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## Lead Information to Collect
If the user agrees to a follow-up, the agent should collect:
### Required
– Name
– Phone number
– Email address
### Requested Politely
– Website URL (to better understand the context)
The agent should keep this step concise and respectful.
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## Passing Context to Sales
When a lead is created, the agent should pass a short summary that includes:
– The user’s main questions or areas of interest
– Key topics discussed during the conversation
– Any stated goals or requirements
This allows Sales or SDRs to follow up efficiently without repeating questions.
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## What the Agent Should Not Do
– Do not provide direct contact emails as the primary path
– Do not force a follow-up if the user declines
– Do not collect unnecessary or sensitive personal information
– Do not guess or provide unverified information
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## Handling Unanswered Questions
If the agent encounters a question it cannot confidently answer using approved sources:
– It should treat this as a potential follow-up opportunity
– Suggest involving a Sales representative
– Proceed only if the user agrees