Help nurture new leads agentic workflow

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read
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    Summary of Help Nurture New Leads Agentic Workflow

    The Help nurture new leads agentic workflow is designed to streamline the lead management process. It enables proactive engagement with potential leads, facilitates booking appointments or demos, and identifies leads that may need to be disqualified due to disinterest. Customization of this workflow is possible by duplicating it and adjusting settings as needed.

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    Key Features

    • Lead Outreach AI Agent: Initiates outreach and follow-up emails to leads.
    • Lead Disinterest AI Agent: Manages disqualification and opt-out requests.
    • Inbound Email AI Agent: Handles inbound responses and recommends actions based on email analysis.
    • Appointment Management AI Agent: Assists in scheduling, updating, or canceling appointments.

    Roles Required to Create an Agentic Workflow

    • Sales AI Admin: Responsible for configuring and managing workflows and AI settings.
    • Sales AI User: Interacts with the AI through the Now Assist panel.

    Activating the Agentic Workflow

    To activate a duplicated workflow, navigate to the Help nurture new leads agentic workflow, duplicate it, and activate the associated triggers. Ensure that external triggers related to lead inbound actions are also activated. Adjust the SalesAIAgentsConstants script to link the new workflow ID accordingly.

    Nurturing a Lead

    To nurture a lead, access the AI Agent Studio, make necessary updates to the use case, and activate relevant triggers. Set the display settings for the use case output and save your progress. The AI agent will notify sales agents of interactions, guiding them through tasks within the Now Assist panel.

    Use the Help nurture new leads agentic workflow to process the entire lead record process.

    Help nurture new leads agentic workflow overview

    You can use the Help nurture new leads agentic workflow to do the following:
    • Proactively engage with initial leads
    • Book an appointment or demo to get the lead closer to qualification
    • Identify opt-outs and disinterest for lead disqualification

    To modify the Help nurture new leads agentic workflow duplicate it, and adjust the settings according to your requirements. You can activate the agentic workflow template by making triggers active and setting the display settings to include the Now Assist panel.

    Important:
    When you modify an agentic workflow, AI agent, or tool, make sure that you update all instructions accordingly.

    Help nurture new leads use cases

    To access the use case:
    1. Navigate to All > AI Agent Studio > Create and manage > Use cases.
    2. Select Help nurture new leads.

    Help nurture new leads AI agents

    The following table lists the Help nurture new leads AI agents.

    Important:
    In the Define availability screen for the AI agent, make sure that the Status field is enabled to activate the AI agent.
    Table 1. AI agents and their roles in the Help nurture new leads use case
    AI agent AI agent role
    Lead outreach AI agent Initiates the outreach and follow-up flow. This flow supports sales agents by sending the initial outreach and follow-up emails.
    Lead disinterest AI agent Handles disqualification of the lead and opt-out requests.
    Inbound email AI agent Initiates the inbound response handler flow. This flow supports sales agents by retrieving and analyzing the latest email records. Based on its analysis, it recommends necessary actions required to move forward with the lead.
    Appointment management AI agent Assists in managing appointments for lead records. The agent is capable of creating, updating, or canceling appointments based on the availability of the lead owner.

    Roles required to create an agentic workflow

    The roles required to activate and access the workflow are as follows.

    Table 2. Roles and responsibilities
    Roles Responsibilities
    Sales AI admin
    • Configure the agentic workflow.
    • Change AI settings.
    • Create and manage new workflows and AI agents.
    Sales AI user Interact with AI using the Now Assist panel.

    Activating the agentic workflow

    Activating duplicated workflow
    1. Navigate to the Help nurture new leads agentic workflow and duplicate it. The workflow also duplicates any triggers associated with that agentic workflow.
    2. Navigate to the duplicated workflow and activate the trigger (the lead record is created or updated).
      Note:
      You can activate the triggers associated with the workflow.
    Activating external triggers
    1. Navigate to All > System Policy > Email > Inbound actions. There are 2 inbound actions that must be activated:
      • Activate the Trigger agentic workflow for lead inbound action.
      • Activate the Trigger agentic workflow for lead task inbound action.

    2. Navigate to the SalesAIAgentsConstants script and change the value of HELP_NURTURE_NEW_LEAD_FLOW_ID property to the sys_id of the duplicated agentic workflow.

    Nurturing a lead
    1. Navigate to All > AI Agent Studio.
    2. Review the information in the Describe and connect screen, make the necessary updates to ensure that the use case adapts to your requirements, and then select Save and Continue.
    3. In the Define trigger screen, activate the triggers that adapt to your requirements, or create your own triggers, and then select Save and Continue.
    4. In the Select display screen, perform the following steps:
      1. Select where you want the use case output to be displayed.
      2. Use the arrow next to it to add roles that can access the use case.
        Note:
        The sales_agent is the default role for the use case.
      3. Select Save and test.

    The agent executes the testing in AI Agent Studio for the use case.

    In the Now Assist panel, the agent receives a notification as soon as the interaction is generated, which enables them to follow the on-screen instructions and complete the task. For more information, see Request the generative AI capabilities in Customer Service Management by using the Now Assist panel.