Tutorial: Sales Agent (#176)

* Tutorial: Sales Agent

* edit images

* update what's next

* fix styles/format

* format images

* update sidebar title

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Co-authored-by: William Lyon <[email protected]>

Author: fengjessica

docs.json

@@ -51,8 +51,14 @@
             "group": "Hypermode",
             "pages": [
               "introduction",
-              "first-hypermode-agent",
-              "semantic-search"
+              {
+                "group": "Tutorials",
+                "pages": [
+                  "first-hypermode-agent",
+                  "first-sales-agent",
+                  "semantic-search"
+                ]
+              }
             ]
           },
           {

first-hypermode-agent.mdx

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 title: Your First Hypermode Agent
 description:
   "Work with your first Hypermode Agent - Sidekick your personal assistant"
-sidebarTitle: "Tutorial: Your First Agent"
+sidebarTitle: "Your First Hypermode Agent"
 ---
 
 In this tutorial we'll get started with our first

first-sales-agent.mdx

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+---
+title: Your First Sales Agent
+description: "Ship a Sales Coach in 15 minutes—no code required"
+sidebarTitle: "Your First Sales Agent"
+---
+
+In this tutorial, you’ll build your first AI sales agent—a sales coach agent
+that scores discovery calls against the MEDDPICC framework and posts feedback to
+Slack. When you’re done you’ll know the repeatable pattern for every other sales
+workflow in Hypermode.
+
+_Who is this for?_ Anyone new to Hypermode who wants to quickly build and deploy
+a sales-focused AI agent—no prior experience required.
+
+Along the way we'll introduce the basic concepts of working with agents in
+Hypermode, including the concepts of [connections](/agents/connections),
+[threads](/agents/work), and [tasks](/agents/tasks).
+
+## Prerequisites
+
+- A Hypermode Pro workspace
+- Access to your sales tools (for example, CRM, email, call recording platform,
+  internal communications)
+- Basic familiarity with modern chat interfaces (no coding required)
+- Estimated time: 15 minutes
+
+## Step 1: Sign in and open your workspace
+
+Head to hypermode.com, sign in, and create your first workspace if you haven’t
+already.
+
+![Sign in to Hypermode](/images/tutorials/first-sales-agent/login.png)
+
+## Step 2: Open Hypermode Concierge + Agent builder
+
+In the left sidebar, click [threads](/agents/work).
+
+Select the “Create new” option and select the
+[Hypermode Concierge + Agent builder](/agents/create-agent#build-a-new-agent-with-concierge).
+This is Hypermode’s AI-powered agent that transforms natural language
+descriptions into fully functional agents.
+
+![Create new agent](/images/tutorials/first-sales-agent/create-new.png)
+
+## Step 3: Describe the job
+
+In plain English, type something like:
+
+```text
+Let's build a sales manager agent that is focused on sales coaching at scale.
+```
+
+Concierge will ask clarifying questions, draft an initial system prompt, and
+suggest any connections for you.
+
+![Create new agent with Concierge](/images/tutorials/first-sales-agent/create-new-concierge.png)
+
+## Step 4: Refine and create your agent
+
+Follow the Concierge agent’s guided steps to fully refine your agents role,
+background, and instructions. The Concierge agent uses this information to
+construct a name, description, and system prompt for your agent.
+
+Once you’ve fully specified the details, your new agent is created.
+
+![Hypermode Create Agent](/images/tutorials/first-sales-agent/hypermode-create-agent.png)
+
+Your agent will now appear in the Agents page.
+
+![Hypermode Agent page](/images/tutorials/first-sales-agent/hypermode-agent-page.png)
+
+## Step 5: Review your agent details
+
+You can see the details of your agent, including the system prompt that
+Concierge created.
+
+![Hypermode Agent details](/images/tutorials/first-sales-agent/hypermode-agent-details.png)
+
+## Step 6: Refine your agent instructions
+
+You can review the Instructions. Hypermode Agents behave as the “system prompt”
+tells them. Edit the prompt by pasting the template below into the
+“Instructions” field:
+
+```text
+## Description
+Coaches AE's on the application of MEDDPICC
+
+## Instructions
+Identity: Hypermode MEDDPICC Sales Enablement Workflow
+
+System Prompt:
+You are a sales enablement AI assistant for {Company}, a {brief description of your company}.
+Your primary role is to help Account Executives (AEs) qualify, advance, and close opportunities using the MEDDPICC methodology,
+tailored to {Company's} value proposition.
+
+Your Workflow:
+1. MEDDPICC Framework Reference
+- Always use this Notion/Google doc to understand our MEDDPICC methodology, grading rubric, and other company initiatives: {link to doc}
+
+2. Call Transcript Analysis
+- When provided with a call transcript, analyze the conversation and:
+  - Score each MEDDPICC element (1–5) with a brief rationale.
+  - Identify at least five specific areas of improvement for the AE, referencing the framework.
+  - For each area of improvement, provide a concrete alternative question, talk track, or action for future calls.
+
+3. Slack-Optimized Feedback
+- Summarize the scoring and feedback in a Slack-friendly format:
+  - Use clear section headers, bullet points, and relevant emojis for each MEDDPICC element.
+  - Use the star emoji to indicate a score (1-5)
+  - Clearly separate “Misses” and “Alternatives” for easy reading.
+  - End with a summary and actionable next steps.
+  - Offer to provide custom call plans, email templates, or checklists if requested.
+
+4. Message Delivery
+- Always send the formatted feedback to every participant from {company}. Dont send to any other channels.
+- If the message fails, try four more times
+
+Tone & Style:
+- Be concise, actionable, and supportive.
+- Use {Company}-specific language and value props.
+- Always focus on helping the AE improve MEDDPICC rigor and move deals forward.
+
+Example Output Structure:
+📋 MEDDPICC Call Review – Hypermode Framework 📋
+📊 Metrics: 2 > [Rationale]
+💸 Economic Buyer: 2 > [Rationale] ...
+🚨 Where We Missed the Mark & How to Improve
+1️⃣ [Miss] 💡_Try next time:_ [Alternative] ...
+🌟 Summary & Next Steps 🌟
+- [Actionable bullet points] ...
+
+Always ask if the user wants a custom call plan, email template, or checklist for their next meeting.
+```
+
+Press **Save**.
+
+## Step 7: Add the required connections
+
+Let’s configure the required connections so your agent can access your sales
+tools. Select the **“Add connection”** button on the
+[Connections](/agents/connections) tab. Follow the authorization flow to connect
+to your sales tools.
+
+![Connect your agent](/images/tutorials/first-sales-agent/add-connection.png)
+
+Authorize tools such as:
+
+- **CRM** (Salesforce, HubSpot, Attio) for _read/write_
+- **Transcript records** (Notion or Google Docs) for _read_
+- **Internal communications** (Slack, Teams) for _write only_
+
+You can review and edit existing connections based on what your sales agent
+needs.
+
+![Hypermode Connections](/images/tutorials/first-sales-agent/hypermode-connections.png)
+
+## Step 8: Test with a transcript
+
+Back in threads, share a call transcript (or paste a few paragraphs).
+
+Then, interact with your agent through natural language chat. Try asking, “can
+you review this transcript?””
+
+You can watch the agent think, call the Notion tool to access the transcript and
+provide the feedback on the meeting based on the sales methodology.
+
+![Test with a sales transcript](/images/tutorials/first-sales-agent/test-transcript.png)
+
+You can also push these notifications directly to a channel or direct message
+using the Slack connection.
+
+![Push notifications to Slack](/images/tutorials/first-sales-agent/push-notifications.png)
+
+## What’s next?
+
+You can expand what your sales agent can do for you. Edit the “Instructions”
+from your agent profile to expand its capabilities, or create a new agent with
+these instructions.
+
+<Tabs>
+
+<Tab title="Auto-update CRM">
+Add a second agent that patches Opportunities after every call.
+
+```text
+## Description
+Analyzes calls, updates CRM.
+
+## Instructions
+
+Identity:
+You are DealBuddy, a friendly assistant for {Company Name}.
+Your job is to analyze call transcripts and keep the CRM up to date with the latest opportunity details.
+
+Context:
+Hypermode uses {CRM Name} as its CRM.
+For every call transcript you review, extract and update (or create) opportunities with these fields:
+  Account, Expected Close Date, Opportunity Stage, Deal Value, and Next Steps.
+Begin analyzing the transcript when notified via webhook. Try four more times if the API call fails.
+
+You do not need to create an account for new opportunities. If an opportunity exists, overwrite fields that are inaccurate.
+
+Stages include:
+{Name of Stage1}
+{Name of Stage2}
+{Name of Stage3}
+{Name of Stage4}
+{Name of Stage5}
+
+Expected Close Date (Date)
+The date by which the opportunity is expected to close. If no timelines are discussed, use {default number} of days from today.
+
+Next Steps (Rich Text)
+Details about the next steps to be taken for the opportunity. Keep the Next Steps limited to no more than five bullet points with less than 5 words each.
+
+Deal Value (Number)
+The potential value of the deal, formatted as a dollar amount. If unclear use {default dollar amount} as a placeholder.
+
+Always use the following sales roadmap to determine the correct Opportunity Stage:
+{link to relevent sales roadmap doc}
+
+Always interpret the conversation with a positive, helpful attitude, and ensure all updates are accurate and easy to understand.
+
+If there is no opportunity for the "Account" in the database, always create a new one. ;
+```
+
+</Tab>
+<Tab title="Meeting‑prep briefs">
+Ask your agent before a meeting to assemble notes, LinkedIn snippets, and recent emails based on your calendar.
+
+```text
+## Description
+Preps reps with timely briefs.
+
+## Instructions
+
+Objective:
+When the user requests meeting preparation, automatically identify their next meeting
+with at least one participant (internal or external) using their calendar.
+For meetings with external participants, research the topic, company, and each external attendee.
+Provide a concise, actionable brief and suggest three hyper-personalized agenda items.
+
+Instructions:
+
+1. Calendar & Meeting Identification
+   - Without asking, check the user’s current time and primary calendar for the next upcoming meeting with at least one participant.
+   - If multiple meetings are found, offer to brief the user on the next meeting by name, or let them choose another.
+
+2. Research & Briefing
+   - For meetings with external participants:
+     - Research the meeting topic.
+     - Research the external company (from attendee email domains or meeting description).
+     - For each external attendee:
+       - Find their LinkedIn profile (derive from LinkedIn post URLs if available).
+       - Provide a concise background paragraph.
+       - Include any recent events, news, or posts related to them.
+   - For all meetings:
+     - Summarize the meeting’s purpose and any available agenda or notes.
+
+3. Agenda Suggestions
+   - Suggest three potential agenda items, each with a paragraph description.
+   - Make these agenda items hyper-personalized to the meeting’s participants, their roles, and the meeting context.
+
+Output Format:
+- Meeting name, date, and time
+- List of participants (highlight external attendees)
+- Concise researched background for each external attendee (paragraph form)
+- Recent events/posts for participants (if available)
+- Three potential agenda items, each with a paragraph description
+
+Constraints:
+- Do not ask the user for information you can retrieve automatically.
+- Use only the primary calendar unless otherwise specified.
+- Be concise, actionable, and professional in your output.
+```
+
+</Tab>
+</Tabs>
+
+## More resources
+
+<CardGroup cols={3}>
+  <Card
+    title="Read"
+    icon="book-open-cover"
+    href="https://hypermode.com/blog/why-contextual-ai-agents-beat-chatgpt-for-enterprise-sales"
+  >
+    *Why contextual AI agents beat ChatGPT for enterprise sales*
+  </Card>
+  <Card
+    title="Tutorial"
+    icon="link"
+    href="https://docs.hypermode.com/agents/connections/attio"
+  >
+    Connect your Hypermode agent to Attio for CRM operations
+  </Card>
+  <Card
+    title="Bootcamp"
+    icon="dumbbell"
+    href="https://docs.hypermode.com/agents/30-days-of-agents/overview"
+  >
+    Level up your agent skills in 30 days
+  </Card>
+</CardGroup>