Agent Objective
The Agent Objective defines the goal your agent is working toward in every conversation. This helps the AI stay focused and gives you a way to track conversion success.
How it works
When you set an objective, your agent will:
- Guide conversations toward that goal
- Recognize when the objective has been met
- Mark the lead as “objective completed” automatically
Common objectives
- Book appointment — Schedule a call, demo, or meeting
- Qualify lead — Gather key information to determine fit
- Collect payment — Complete a transaction or deposit
- Resolve support — Answer questions and close tickets
Filtering by objective status
Once objectives are tracked, you can filter your leads to see who has converted and who hasn’t — making follow-up prioritization easy.
Use objective filtering to focus your team’s manual efforts on leads that haven’t converted yet, while letting the AI continue nurturing automatically.
