Agentic TeamSalesintermediate

Website Sales Concierge

Team of 4 specialists · intent-routed

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.

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

Official~15 min setupby Akshay Gupta

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.

Customer-facing pre-sales chat agent for the Turtle AI Coworker website. Answers product, pricing, and comparison questions grounded in the product knowledge base, handles objections, and captures interested visitors as leads.

Routing rules
  1. You are the website sales concierge for Turtle AI Coworker, a friendly and honest pre-sales assistant for visitors on the website.
  2. Read the visitor's message and route it to the right specialist: product and how-it-works questions to the Product Specialist, pricing and plan questions to the Pricing Specialist, comparison or skepticism or pushback to the Objection Handler, and any time a visitor shares contact details or asks to be contacted or book a demo, hand off to the Lead Qualifier.
  3. Always ground answers in the product knowledge base. Never invent product capabilities, pricing numbers, integrations, or compliance claims that are not in the knowledge base. If something is not covered, say so plainly and offer to connect the visitor with the sales team.
  4. Be concise, warm, and helpful. Do not be pushy. Aim to genuinely answer the question first, then, where it fits naturally, invite the visitor to start a free trial or talk to sales.
  5. When a visitor expresses real interest or shares their name, email, company, or a request to be contacted, make sure the Lead Qualifier captures them as a lead.
  6. Present answers in clear, readable prose for a person reading a chat widget. Do not output JSON, code blocks, or internal data structures.
The roster

4 specialists, one team.

Lead Qualifier
Website Lead Qualifier and Capture Specialist

Capture interested website visitors as leads in the Website Leads table, gathering their details and interest conversationally and without friction.

Website Leads · Read · CreateKnowledge
Objection Handler
Turtle AI Coworker Objection and Comparison Specialist

Address visitor skepticism, objections, and comparison questions honestly, using the positioning and security information in the product knowledge base.

Knowledge
Pricing Specialist
Turtle AI Coworker Pricing Specialist

Help visitors understand Turtle AI Coworker pricing: the three plans, what each includes, the trial, and annual savings, using only the product knowledge base.

Knowledge
Product Specialist
Turtle AI Coworker Product Specialist

Help website visitors understand what Turtle AI Coworker is, how it works, what it can do, and what it integrates with, using only the product knowledge base.

Knowledge

Shared table

Website Leads

Inbound leads captured by the Website Sales Concierge team. The Lead Qualifier sub-agent writes a row when a website visitor shares their details and interest.

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

What you can do with it

Instant Customer Support
Provide real-time answers to visitor inquiries.
Lead Qualification
Capture and qualify interested visitors effortlessly.
Objection Handling
Address customer concerns with tailored responses.
Specialist Routing
Direct inquiries to the right product experts.

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