AgentFlow: Build AI Agents for Lead Conversion in Chats

At SleekFlow, we’ve always been passionate about helping businesses work smarter, not harder. Our journey started with the AI Inbox Co-pilot, a set of tools that help human agents chat with customers faster, more accurately, and in a more personal way. But we didn’t stop there—we knew there was more to be done.

That’s why we’re thrilled to introduce AgentFlow, an agentic AI tool that allows you build teams of specialized AI agents to qualify contacts, nurture leads, and retain customers. Now, you can cut manual work and focus on what matters most: boosting conversions.

Why you need AI agents in your business?

The world of customer engagement has changed. Customers expect instant responses, personalized experiences, and round-the-clock availability. But traditional methods—like relying on human agents to manually qualify leads, triage inquiries, or update CRMs—just aren’t fast enough to keep up.

While chatbots have been a common tool for automating customer interactions, they are limited in scope. AI agents, however, can handle complex tasks, adapt to customer needs, and execute actions that propel your business forward. Here’s a quick comparison:

Feature	Traditional Chatbot	AI Agent (like SleekFlow AI)
Core Function	Primarily designed to respond to predefined rules or keywords. It follows a script to provide basic information or guide users through simple, fixed flows.	Built to understand goals, reasons, and make intelligent decisions, then take direct action. It leverages advanced LLMs for deep contextual understanding, grasping nuance and sentiment to drive conversations forward.
Task Handling	Best for simple, repetitive queries like FAQs or providing basic information. It struggles with anything outside its programmed scope.	Capable of managing complex, multi-step tasks across various systems, like replying to customers, lead scoring, updating customer profiles, and assigning high-quality leads to human agents autonomously.
Customization	Has limited ability to personalize responses or handle dynamic context. Interactions often feel generic as they stick to their pre-programmed pathways.	Highly adaptable to specific business needs, offering truly personalized, contextual conversations. It can adjust its approach based on conversation history and customer data, making every interaction unique.

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How to use AI agents in different industries?

AgentFlow is a versatile solution that enables businesses from various industries to build AI agents to transform their operations. Here are a few examples of AI agents to illustrate how it can help:

Industry	Sales use cases	Support use cases
E-commerce /Retail	Engage potential customers by recommending products, suggesting upsells, and promoting discounts based on customer behavior. Handle product queries and personalize recommendations in real-time.	Assist customers with order tracking, return policies, and post-purchase support, ensuring fast, personalized responses that align with your brand’s voice.
Travel and hospitality	Provide tailored travel recommendations, offer personalized packages, and suggest upgrades based on customer preferences and travel dates, boosting conversions and upsell opportunities.	Manage booking inquiries, explain check-in policies, and answer facility-related questions, providing a smooth and responsive experience for guests.
Education	Engage students by recommending courses, certifications, and bundles based on their interests and goals, helping to increase enrollment and engagement.	Help students with account issues, accessing course materials, and understanding schedules, offering clear and supportive guidance.
Food and beverages	Suggest bestsellers, seasonal dishes, and upsell add-ons, engaging customers with personalized offers and encouraging them to complete their order quickly.	Assist customers in viewing the menu, making reservations, and checking order status, delivering a friendly and seamless service.
Professional services	Assist in qualifying leads by understanding client needs, recommending relevant services, and scheduling consultations with the right experts, improving conversion rates.	Streamline appointment bookings, service explanations, and document access, ensuring a formal and organized customer experience.
Others	Guide users to discover services or products by answering questions and offering tailored recommendations, effectively matching customers with the right offerings.	Help direct inquiries to the right department or provide relevant FAQs, maintaining a polite and neutral tone throughout interactions.

Key features & capabilities of AgentFlow

Getting started with AgentFlow is simple. Here’s a step-by-step guide to help you quickly build, deploy, and manage AI agents that automate key business tasks.

Step 1: Create your AI Agent

First things first – let’s create your AI agent. In AgentFlow, you can either start from scratch or choose from a variety of templates designed for different business needs:

Templates	Best For	Focus	Available Actions
Basic Support	Customer service or help desk use cases	Speed and efficiency	Send message Exit conversation Add labels
Sales Growth	Lead qualification and pre-sales engagement	Quality and conversion potential	Send message Exit conversation Calculate lead score Add labels
Custom	Teams with specific workflows or advanced automation needs	Flexibility and customization	Fully configurable based on setup

Step 2: Train your AI Agent

Now that you’ve created your AI agent, it’s time to make sure it’s ready to answer questions and handle tasks like a pro. The key to this is connecting it to a knowledge base — essentially the “memory” of your agent. Here's how AgentFlow makes this super easy:

Upload files: Upload anything that will help your AI respond accurately to customer inquiries, such as product catalogs, FAQ documents, instruction manuals, or sales fact sheets. Supported file types include .docx, .pdf, .xlsx, and .jpg.
Import website URL: Have a website packed with valuable info? You can easily extract content from it by providing the website’s parent URL, and choose to scan all subpages under the URL.

Step 3: Instruct your AI Agent

Now that your AI agent is equipped with your business knowledge, it’s time to make sure it stays on track and delivers the experience you want for your customers.

Think of this step as giving your AI agent a job scope, complete with clear goals, access, and boundaries. Here’s how to do it:

Customize instructions: Define your AI agent’s role and give it context about your business. You can tell it who it represents, what types of questions it should answer, and how it should talk (e.g., tone, style, and detail). The clearer you are, the better your AI will respond in line with your brand.
Setting guardrails: Clearly outline what the agent should not do (e.g., handling legal queries, providing medical advice, etc.) and how to mitigate risks to protect your business integrity.

Step 4: Hand some tools to your AI Agent

SleekFlow AI agents can perform tasks beyond sending messages, reducing the human workload and allowing human agents to focus on high-priority issues. This includes:

Scoring and qualifying leads based on your defined criteria and the weight of each criterion.
Handing off a conversation to a human agent based on your defined timing, such as when a lead is qualified or when negative cues are detected.
Autonomously updating lead profiles, enabling you to segment your leads for proper follow-up.
Generating internal notes for your team to quickly understand the summary of interactions between the AI agent and the customer, helping them decide on the next steps.

Step 5: Deploy your AI Agent

Thoroughly test your AI agent at every stage from Steps 1 to 4. When you’re ready to launch, deploy it to the real world with just one click using Flow Builder. You can also customize each part of the flow to perfectly match your specific needs:

Triggers for the AI Agent: Specify the events that will prompt your AI agent to engage with customers, such as receiving an incoming WhatsApp message.
Post-Handoff Actions: The workflow will automatically branch based on your defined AI exit conditions. Decide what happen once the AI conversation ends.
Example actions include:
- High-Intent Leads: Route to the appropriate sales team.
- Cold Leads: Send a follow-up after a specified delay.
- Sync with Third-Party Systems: Automatically create or update records in HubSpot, Salesforce, etc.

With that, your AI agents can operate 24/7, responding to customer inquiries, qualifying leads, and processing support requests without human intervention.

What makes AgentFlow different?

Most AI chatbots today:

Struggle with complex, multi-step conversations, leading to poor user experiences.
Don’t easily connect or interact with existing business systems and data.
Provide inconsistent and unreliable answers, reducing trust and effectiveness.

These problems occur because of architectural limitations in how most AI chatbots are built:

Single-agent bottleneck: Lacks flexibility for handling complex, multi-step tasks and adapting to scenarios outside of their original training.
Vector database over-reliance: Struggles with ambiguous or varied user inputs, failing to maintain context and consistency throughout interactions.
Single LLM implementation: Introduces vulnerabilities in error handling, and cost efficiency, making them difficult to reliably scale across a business.

AgentFlow, however, is built differently. Here’s how it stands apart:

1. Robust software architecture design

AgentFlow uses a powerful multi-agent architecture that seamlessly integrates multiple large language models (LLMs) and leverages hybrid graph-vector databases. This interconnected design ensures accurate, resilient, and highly personalized customer interactions.

2. Comprehensive data security practices

Any information you upload to your AI knowledge base is stored securely on dedicated infrastructure, completely isolated from the large language model's (LLM) training environment.

When generating responses, SleekFlow retrieves only relevant data from your dedicated database and uses it strictly as external context in prompts—your data is never used to train or fine-tune general-purpose AI models.

Additionally, we safeguard your AI knowledge base with the same rigorous encryption standards and security measures that protect your conversations and contacts across our entire platform. Rest assured, SleekFlow employees and third-party providers have no access to your data unless you explicitly request assistance and provide permission.

3. More than just responses — executing tasks

We see AI Agents as more than just chatbots—they’re full-fledged team members working for you and with you. Currently, these agents can autonomously score leads, update customer profiles, and assigning these profiles to human agents within SleekFlow. This shows that they do more than just respond; they can interact with your systems to perform meaningful tasks.

Looking to the future, we plan to integrate AgentFlow with more platforms. This will enable the AI Agents to assist with tasks like updating data beyond the SleekFlow platform.

4. Optimal balance of speed, quality, and cost efficiency

Scaling AI can be expensive, but AgentFlow gives you flexibility. With Support, Growth & Custom Agent, you can control costs by choosing the level of service your business needs. Create different teams of AI agents with various capabilities and manage costs while handling multiple scenarios — from simple queries to complex workflows.

Mode	Support Agent	Growth & Custom Agent
Primary Focus	Speed & Efficiency: Designed for rapid, straightforward responses	Quality & Depth: Engineered for nuanced understanding and comprehensive answers
AI Processing	Use basic knowledge retrieval to generate fast replies	Use advanced checks & personalization to generate smart replies
Response Speed	Under 15 seconds (near-instant engagement)	Under 90 seconds (allows for thorough processing of complex inquiries)
Best for	Answering common FAQs, providing quick information, simple confirmations	Handling complex customer queries, in-depth lead qualification, multi-step sales nurturing
Credit consumption	1 credit per response	2 credits per response

What’s next for AgentFlow?

As AI technology evolves, so does AgentFlow. We continually improve our capabilities, introduce new features, and streamline the integration of AI into your business processes. Upcoming enhancements will include advanced performance analytics for AI agents and deeper customization options, giving your team even more power, flexibility, and control. Stay tuned for more!

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Introducing AgentFlow: Build AI agents for lead qualification, nurturing and conversion