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Implementation guide

Create an AI Sales Agent

Build a working AI sales agent connected to WhatsApp, CRM, lead qualification workflows, and automated follow-up.

~45 min6 steps

What you will build

By the end of this guide, you will have a fully operational AI sales agent: it receives leads from WhatsApp, qualifies them with AI, creates CRM deals, triggers follow-up workflows, and logs all activity in Max.

Agent BuilderWorkflowsChannelsCRM DealsMax Activity
1

Create the Sales Agent

Build the AI agent that handles lead conversations, qualification, and routing.

  1. Create the agentOpen guide

    Open Agent Builder and create a new sales agent with model and live status.

  2. Configure model and provider

    Select the model, temperature, and response defaults for the sales context.

  3. Write the agent instructionsOpen guide

    Define the agent persona, qualification criteria, and objection handling playbook.

  4. Configure connected channels

    Attach the WhatsApp channel to the agent so it can send and receive messages.

2

Set Up the Pipeline Table

Create the CRM structure that will hold leads, deals, and pipeline stages.

  1. Create the lead tableOpen guide

    Add a People or custom table to track incoming leads with qualification fields.

  2. Create pipeline stagesOpen guide

    Define deal stages: New Lead, Qualified, Meeting Scheduled, Proposal, Closed.

  3. Configure CRM relationships

    Link People → Companies → Deals so context flows through the pipeline.

3

Build the Qualification Workflow

Design the workflow that detects sales intent, routes to the AI agent, and updates the CRM.

  1. Create the workflow triggerOpen guide

    Set up a WhatsApp incoming message trigger to start the qualification flow.

  2. Add the AI qualification node

    Route the lead to the sales agent and classify intent (hot, warm, cold).

  3. Create the CRM record

    On qualified lead: create Person, create Deal, assign owner, set stage.

  4. Route by qualification result

    Branch: qualified → book meeting node; not qualified → nurture sequence.

4

Configure Follow-Up Automation

Set up automated follow-up sequences, reminders, and Max task creation.

  1. Create the follow-up workflowOpen guide

    Build a time-delayed workflow that sends follow-up messages after no response.

  2. Schedule reminders

    Define follow-up timing: 24h, 48h, 7-day sequences with message templates.

  3. Create Max tasks

    On no-reply after sequence: create a Max to-do for the sales rep to intervene manually.

5

Connect WhatsApp

Configure the channel, test the full lead flow, and handle coexistence if needed.

  1. Configure the WhatsApp channel

    Connect the WhatsApp Business number and link it to the sales agent.

  2. Configure coexistence rules

    Define when the AI handles the conversation vs. when a human takes over.

  3. Test with an incoming lead

    Send a test lead from WhatsApp and verify: agent replies, CRM record created, workflow triggered.

6

Final Operational State

Verify the complete working system end-to-end.

  1. Lead arrives via WhatsApp

    Incoming message triggers the qualification workflow immediately.

  2. AI qualifies and responds

    The sales agent classifies intent, asks qualifying questions, and responds in real time.

  3. CRM updated automatically

    Person and Deal records created with qualification data, stage, and owner.

  4. Follow-up scheduled

    If no reply, the follow-up sequence activates automatically.

  5. Activity visible in Max

    All AI actions, messages sent, and CRM updates appear in the Max activity timeline.