In 2025, building AI agents has become a powerful tool for businesses to generate and qualify leads. Here's a concise overview of the key steps:

1. Define Functions: Create functions that allow the user to provide their contact information (e.g., collect_contact_info) or request website information (e.g., request_website).

2. Build Flows: Construct flows to handle the actions triggered by the functions. For example, the new_lead flow can send a confirmation to the user, notify an admin, and add the lead to a pipeline.

3. Integrate Agents: Set up an agent with clear instructions on its goal (e.g., "generate and qualify leads") and how to handle user requests (e.g., activate the appropriate function).

4. Enhance with Knowledge Base: Leverage a knowledge base to provide the agent with relevant information and examples to improve its responses.

5. Omnichannel Deployment: Connect the agent to various channels, such as web chat and Facebook Messenger, to engage with users across different platforms.

6. Automation and Customization: Automate lead generation and qualification processes, and customize the agent's responses to match the business's branding and tone.

By following these steps, businesses can create powerful AI agents that efficiently generate and qualify leads, providing a seamless customer experience and driving business growth.

To collect the user's contact information, we'll create a function called "Collect Contact Info". This function will prompt the user to provide their full name, email, and phone number.

Once the user has provided this information, we'll trigger a new flow called "New Lead". This flow will:

1. Send the user a confirmation message thanking them for their information.
2. Notify an admin that a new lead has been generated, including the full name, email, and phone number.
3. Add the new lead to a pipeline called "Leads".

The key steps are:

1. Create the "Collect Contact Info" function to gather the user's details.
2. Set up the "New Lead" flow to handle the information.
3. Integrate the function and flow so that when the function is triggered, the flow executes.

This allows us to efficiently collect lead information and take immediate action to follow up, all without the user needing to navigate complex menus or workflows.

The agent is designed to assist users in requesting information about the company's website. When a user asks for website information, the agent will activate the "request website" function, which will trigger the "visit website" flow.

The "visit website" flow will generate a card with the company's website link and an image of the team. It will also add a tag to the user's profile indicating that they have requested the website information.

The agent's goal is to provide users with easy access to the company's website information, while also tracking which users have requested this information. This allows the agent to better understand user interests and tailor future interactions accordingly.

Overall, the agent handles website information requests in a simple and efficient manner, ensuring users can quickly access the website details they need.

To integrate the Facebook page and website, we'll create a few functions and flows:

1. Request Website Function:

   • This function will allow the user to request information about the company's website.
   • When triggered, it will display a card with the website link and an "Open Website" button.
   • It will also add a "visited website" tag to the user's profile.

2. Collect Contact Info Function:

   • This function will collect the user's name, email, and phone number.
   • After the user provides this information, it will trigger the "New Lead" flow.

3. New Lead Flow:

   • This flow will be triggered when the "Collect Contact Info" function is completed.
   • It will send a confirmation message to the user, notify an admin about the new lead, and add the lead to the "Leads" pipeline.

4. Visit Website Flow:

   • This flow will be triggered when the "Request Website" function is called.
   • It will display a card with the website information and an "Open Website" button.

5. Facebook Integration:

   • We'll create a Facebook page for the company and connect it to the chatbot.
   • We'll set up an automated comment reply that triggers the "FB Offer" flow when a user comments on a post.

6. FB Offer Flow:

   • This flow will display a carousel or card offering a "Home Plumber Checklist".
   • It will collect the user's email and the type of plumbing service they need.
   • It will then notify an admin about the new lead and add the lead information to a custom field.

7. Landing Page:

   • We'll create a simple landing page that displays the user's name and the status of their request (e.g., "Active").
   • This page will be generated dynamically using the information collected from the user.

By integrating the Facebook page and website, we're creating a seamless experience for the user to request information, provide their contact details, and receive a personalized response. The automated flows and functions ensure efficient lead generation and management for the plumbing business.

In conclusion, the key points covered in this session were:

1. Demonstrated how to create a function to collect user contact information (name, email, phone) and trigger a flow to handle the new lead.
2. Showed how to create a function to provide website information to the user, including displaying an image and opening the website.
3. Explained how to integrate the functions into an agent prompt, providing examples and instructions for the agent to follow.
4. Discussed enhancing the agent's knowledge base by extracting and formatting content from the client's website.
5. Walked through setting up a Facebook page and Messenger integration to allow users to interact with the chatbot and request information.
6. Illustrated nesting custom fields within the chatbot flow to capture additional user details like the type of plumbing service needed.
7. Generated a dynamic status page using the collected user information from the Facebook Messenger interaction.

The session highlighted the power of AI-powered chatbots and automation to streamline lead generation and customer engagement for a plumbing business. By leveraging functions, flows, and knowledge base enhancements, the chatbot was able to provide a seamless and personalized experience for users, while also efficiently capturing and organizing lead information for the business.