Detect Sales Signals

Overview

The "Detect Sales Signals" tool pattern helps identify when users express potential interest in making a purchasing or action related to sales. This is useful for embedding call to actions to:

Schedule a sales meeting
Triggering in-app logic to make an upgrade
Guiding users to relevant pricing or sales content

Note

Tools are available for the Enterprise tier. Please contact for details.

Book a meeting

This example provides a demo scheduling link when a sales signal is detected.

import { z } from "zod";
import { zodToJsonSchema } from "zod-to-json-schema";
import { detectedSalesSignal } from './common-tool-schemas.ts';
 
const aiChatSettings = {
  getTools: () => [
    {
      type: "function",
      function: {
        name: "detectSalesSignal",
        description: "Identify when users express interest in potentially purchasing a product.",
        parameters: zodToJsonSchema(detectedSalesSignal),
      },
      renderMessageButtons: ({ args }) => {
        // If any sales signal is detected, show a demo scheduling option
        if (args.type) {
          return [
            {
              label: "Schedule a Demo",
              icon: { builtIn: "FaCalendar" },
              action: {
                type: "open_link",
                url: "/schedule-demo",
              },
            },
          ];
        }
        return [];
      },
    },
  ],
};

Signal-Based Actions

This example provides different actions based on the specific type of sales signal detected.

import { z } from "zod";
import { zodToJsonSchema } from "zod-to-json-schema";
import { detectedSalesSignal } from './common-tool-schemas.ts';
 
const aiChatSettings = {
  getTools: () => [
    {
      type: "function",
      function: {
        name: "detectSalesSignal",
        description: "Identify when users express interest in potentially purchasing a product.",
        parameters: zodToJsonSchema(detectedSalesSignal),
      },
      renderMessageButtons: ({ args }) => {
        const signalType = args.type;
        
        // Different actions based on specific signal type
        if (["requested_sales_contact", "enterprise_features", "implementation_services"].includes(signalType)) {
          return [
            {
              label: "Talk to Sales",
              icon: { builtIn: "FaUserTie" },
              action: {
                type: "open_link",
                url: "/contact-sales",
              },
            },
          ];
        }
 
        if (signalType === "pricing_inquiry") {
          return [
            {
              label: "View Pricing",
              icon: { builtIn: "FaTag" },
              action: {
                type: "open_link",
                url: "/pricing",
              },
            },
          ];
        }
 
        if (signalType === "upgrade_inquiry") {
          return [
            {
              label: "Upgrade Account",
              icon: { builtIn: "LuSparkles" },
              action: {
                type: "invoke_callback",
                callback: ({ conversation }) => {
                  // Custom logic to show an upgrade modal in your application
                  showUpgradeModal();
                }
              },
            },
          ];
        }
        
        return [];
      },
    },
  ],
};

Detect Sales Signals

Overview

Book a meeting

Signal-Based Actions

On this page