video1.0<iframe src="https://www.loom.com/embed/66e02e6a740a478ea7f863e0d284d5ad" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/66e02e6a740a478ea7f863e0d284d5ad-fbd1ac4c84b88fe5.gif482.066667In this video, I introduced you to the new features of the AI sales agent beta, focusing on the playbook settings that allow you to customize how the agent engages with leads. We discussed four main goals: capturing contact details, gathering lead preferences, scheduling appointments, and re-engaging inactive leads. I highlighted the importance of these features in qualifying leads and optimizing your follow-up strategies. Additionally, I explained the priority section on the CRM People page, which categorizes leads into high priority, AI prospecting, and AI monitoring. I encourage you to explore these settings and provide your feedback on how they work for you.