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 sales@inkeep.com 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 type { ToolFunction } from "@inkeep/cxkit-react";
import { salesSignalType, detectedSalesSignal } from "./common-tool-schemas.ts";
 
const validSalesSignalTypes: string[] = salesSignalType.options.map(
  (option) => option.value
);
 
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 valid sales signal is detected, show a demo scheduling option
        if (args.type && validSalesSignalTypes.includes(args.type)) {
          return [
            {
              label: "Schedule a Demo",
              icon: { builtIn: "LuCalendar" },
              action: {
                type: "open_link",
                url: "/schedule-demo",
              },
            },
          ];
        }
        return [];
      },
    } as ToolFunction<{ type: string }>,
  ],
};

Use the following styles if you would like to make the button larger and on it's own line:

import type { InkeepBaseSettings } from "@inkeep/cxkit-react";
const baseSettings: InkeepBaseSettings = {
  // ...rest of baseSettings
  theme: {
    styles: [
      {
        key: "custom-style",
        type: "style",
        value: `
          .ikp-ai-chat-message-toolbar {
            flex-wrap: wrap;
            justify-content: flex-end;
          }
          .ikp-ai-chat-message-tool-actions {
            width: 100%;
          }
          .ikp-ai-chat-message-tool-action {
            background: var(--ikp-color-gray-950);
            color: white;
            font-size: 15px;
            border: none;
            margin: 0px auto;
            margin-bottom: 8px;
            padding: 12px 24px;
            gap: 12px;
            display: flex;
            height: auto;
          }
          .ikp-ai-chat-message-tool-action > .ikp-icon {
            font-size: 18px;
          }
          .ikp-ai-chat-message-tool-action:hover:not([disabled]) {
            background: var(--ikp-color-gray-800);
            color: white;
          }
          [data-theme="dark"]  .ikp-ai-chat-message-tool-action {
            background: var(--ikp-color-inkeep-expanded-primary-400);
            color: var(--ikp-color-gray-950);
          }
          [data-theme="dark"]  .ikp-ai-chat-message-tool-action:hover:not([disabled]) {
            background: var(--ikp-color-inkeep-expanded-primary-200);
            color: var(--ikp-color-gray-950);
          }
        `,
      },
    ],
  },
};

Signal-Based Actions

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

import { z } from "zod";
import type { InkeepAIChatSettings, ToolFunction } from "@inkeep/cxkit-react";
import { zodToJsonSchema } from "zod-to-json-schema";
import { detectedSalesSignal } from "./common-tool-schemas.ts";
 
const aiChatSettings: InkeepAIChatSettings = {
  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 [];
      },
    } as ToolFunction<{ type: string }>,
  ],
};

Detect Sales Signals

Overview

Book a meeting

Signal-Based Actions

On this page