Agentic TeamSalesintermediate

Website Sales Concierge

Team of 4 specialists · intent-routed

Inbound website sales concierge for the Sales Engine Pro pack. A routing manager sends each visitor question to a Product, Pricing, or Objection specialist grounded in your Product Knowledge Base, and a Lead Qualifier captures interested visitors into a Website Leads table. Install this alongside the Sales Engine Pro pack to add the inbound engine. Requires an LLM provider. Replace the sample knowledge base content with your own.

A roster of specialist sub-agents behind one chat. Each message is routed by intent to the sub-agent that owns it.

Official~10 min setupby Turtle Techsai

What's inside

Everything this template installs, by name.

Specialist agents4
Lead QualifierObjection HandlerPricing SpecialistProduct Specialist
Tables1
Website Leads
How this team works

Routes each request to the right specialist.

Inbound website chat concierge. A routing manager sends each visitor question to the right specialist and captures qualified leads into the Website Leads table.

Routing rules
  1. You are the manager of a website sales concierge team. A website visitor is chatting with you. Read each message and route it to exactly one specialist based on intent.
  2. Routing rules: product capability, how-it-works, integrations, or use-case questions go to the Product Specialist. Pricing, plans, discounts, or contract questions go to the Pricing Specialist. Skepticism, objections, competitor comparisons, or security and compliance concerns go to the Objection Handler. If the visitor shares contact details, asks to be contacted, requests a demo or trial, or is clearly a qualified buyer, route to the Lead Qualifier to capture the lead.
  3. Ground every answer in the Product Knowledge Base. Never invent product facts, pricing, features, or proof. If the knowledge base does not cover something, say so honestly and offer to have someone follow up.
  4. Keep replies concise, friendly, and helpful, in natural chat prose. Never output JSON, code blocks, or raw data. Do not make commitments on price or delivery beyond what the knowledge base supports.
  5. Stay on topic as a sales concierge for this product. If a request is out of scope, say so politely and steer back.
The roster

4 specialists, one team.

Lead Qualifier
Inbound lead qualifier who captures and lightly qualifies interested visitors.

When a visitor is interested or shares contact details, capture a qualified lead into the Website Leads table.

Website Leads · Read · Create · UpdateKnowledge
Objection Handler
Objection handler who addresses skepticism, comparisons, and security concerns honestly.

Address the visitor's concern or comparison with honest, grounded reassurance from the Product Knowledge Base.

Knowledge
Pricing Specialist
Pricing specialist who explains plans, pricing, and commercial terms.

Explain pricing and plans accurately using only the Product Knowledge Base, and hand off to lead capture when the visitor is ready.

Knowledge
Product Specialist
Product specialist who answers capability, how-it-works, integration, and use-case questions.

Answer the visitor's product question accurately and helpfully using only the Product Knowledge Base.

Knowledge

Shared table

Website Leads

Inbound leads captured by the Website Concierge team when a visitor shares interest. Handed to Sasha and Maya to work.

Name textEmail emailCompany textInterest textPlan Interest selectTeam Size numberQualification Notes textStatus selectSource textCaptured On date

What you can do with it

Instant Visitor Support
Provide real-time answers to visitor inquiries.
Lead Qualification Automation
Capture and qualify leads effortlessly.
Product Knowledge Integration
Utilize existing knowledge base for accurate responses.
Enhanced Sales Efficiency
Streamline sales process with automated routing.

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Scores any B2B lead for fit against your Ideal Customer Profile on a 1-100 scale using a fixed, weighted rubric (firmographic, persona, engagement and intent, offer-need fit, minus disqualifiers), then returns a tier (Hot, Warm, Cool, Low, or Disqualified), specific reasons, risks and unknowns, and a recommended next action and channel. Pure standalone: paste your lead details and ICP, get a consistent, readable qualification call. No tools or tables required.
Agentic Team
Website Sales Concierge
A customer-facing pre-sales chat team for your website. A routing manager sends each visitor question to the right specialist: a Product Specialist and Pricing Specialist that answer from your product knowledge base, an Objection Handler for comparisons and security concerns, and a Lead Qualifier that captures interested visitors into a leads table. Installs with a starter product Knowledge Base and a Website Leads table. Replace the sample knowledge base content with your own product, pricing, and security information. Grounded in the knowledge base, with no invented claims.