Pipeline and Smart Funnels (AI agents)
Manage your entire sales funnel with AI: see leads in a real-time pipeline while smart agents run conversations, qualify opportunities and move stages forward automatically.
9 articles
Smart Funnels
Manage your pipeline and conversations with AI: automate replies, qualify leads and move opportunities forward in real time.
- How to create custom skills for the AI agentHow to create and configure HTTP tools (Custom HTTP) that let the AI agent call external APIs during conversations.
- How to write the agent's goal, knowledge, and communication pillarsReady-made templates for the Agent tab: Agent role and Mission, the Knowledge and limitations field, and the Communication style.
- How to write the instructions for a stageThe two formats for stage instructions, step-based and topic-based, with templates to copy, editor features, and what to review before saving.
- Standard stages of a sales funnel: how to design the agent's flowThe funnel design Nuvia recommends, stage by stage: Reception, Screening, Qualification, scheduling, and the conversion and non-conversion outcomes.
- How to archive a Smart Funnel by transferring its conversationsHow to take a Smart Funnel out of operation by moving its conversations to another funnel, stage by stage, without interrupting the AI's service.
- How recent conversation reopening works in the Smart FunnelSet the funnel to reopen the last conversation when a lead writes again, instead of creating a new one, keeping the history and funnel stage.
- How to feed the Knowledge CenterAdd text, documents, URLs, and media to the Knowledge Center so the AI agent answers with real information, and learn how to structure and manage that content.
- How to set up and use Smart Follow-ups in NuviaRe-engage conversations with AI messages.