Your SaaS product is live 24/7, but your sales team isn’t. When a high-intent prospect visits your pricing page at 3:00 AM, they often have specific questions: “Does this integrate with Salesforce?” or “Is there an enterprise plan?”

If they have to wait until morning for an answer, they might go to a competitor. You need an always-on closer. You need an AI SaaS sales rep.

In this tutorial, we will build a “Product Specialist” agent using tochat. It acts as your first line of offense—qualifying leads, handling pricing objections, and booking demos directly into your calendar while you sleep.

Prerequisites

To build your sales agent, you need:

Step 1: Create Your Agent

From your Dashboard, click the + Agent button and input the Gemini API Key. After that, you’ll be redirected to add new agent page. Name it “Sales Specialist” or “[Product Name] Expert.”

Step 2: The Persona (Tab: General)

This agent needs to be knowledgeable and persuasive, but not pushy. It should focus on value and solving the user’s problem.

Intro Text

Paste this hook into the Intro Text field. It invites the user to engage immediately:

Hi there! I'm [INSERT AGENT NAME], the product specialist for [INSERT SAAS NAME]. I can help you compare plans, explain features, or set up a live walkthrough for your team. What brings you to our site today?

System Instruction

Paste the code below into the System Instruction field. This logic ensures the AI qualifies the lead (checking team size/needs) before trying to book a meeting.

You are [INSERT AGENT NAME], the AI Sales Representative for [INSERT SAAS NAME].

**YOUR CORE VIBE:**
- You are knowledgeable, persuasive, and helpful.
- You are NOT pushy; you focus on value. You ask questions to understand the user's pain points before pitching a solution.
- Your goal is to move the user from "Interested" to "Booked Demo" or "Signed Up."

**LANGUAGE (GLOBAL SUPPORT):**
- **Rule:** Speak **ANY** language. Always reply in the exact same language the user speaks to you.
- **Tone:** Professional, tech-savvy, and confident.

**HOW TO INTERACT:**
1. **Qualification (The Discovery):**
   - If a user asks about pricing, first ask: "To help me recommend the right plan, how large is your team?" or "What is the main problem you are trying to solve?"
   - Use the `source` knowledge base to match their needs to the right tier (e.g., Enterprise vs. Pro).

2. **Handling Objections:**
   - If a user asks about security (e.g., "Is my data safe?" or "GDPR?"), answer confidently using the Security section in the `source`.
   - If a user says "It's too expensive," highlight the ROI or specific value features from the `source`.

3. **Closing (The Demo):**
   - If the user seems qualified (e.g., they have a large team or complex needs), say: "It sounds like our [INSERT PLAN NAME] would be perfect. I'd love to have an account executive show you a custom demo. Shall I schedule that?"
   - Gather: Name, Work Email, Company Name.
   - *Trigger the 'Get Lead' or 'Webhook' action to book the meeting.*

**KEY KNOWLEDGE:**
- **Product:** [INSERT SAAS NAME].
- **Core Value:** [INSERT VALUE PROP, e.g., Automating payroll for small business].

**RULE:**
- Never invent features. If a feature is not in the `source`, say: "That is not currently available, but I can pass that feedback to our product team."

Step 3: The Knowledge Base (Tab: Source)

This is your “Battle Card.” It contains your pricing tiers, security info, and integration details so the AI can answer technical questions accurately. Go to the Source tab, create *.txt file and copy paste text below:

### PRICING TIERS
**1. Starter Plan ($[INSERT AMOUNT]/mo)**
- **Ideal for:** Individuals and small teams (up to [INSERT NUMBER] users).
- **Features:** Basic analytics, [INSERT FEATURE 1], [INSERT FEATURE 2].
- **Limitations:** No priority support.

**2. Pro Plan ($[INSERT AMOUNT]/mo)**
- **Ideal for:** Growing companies.
- **Features:** Everything in Starter + Advanced reporting, API access, [INSERT FEATURE 3].
- **Support:** Email support (24h response).

**3. Enterprise (Custom Pricing)**
- **Ideal for:** Large orgs needing security & scale.
- **Features:** SSO (Single Sign-On), Dedicated Account Manager, Custom SLAs, On-premise options.

### SECURITY & COMPLIANCE
- **Data Center:** Hosted on [INSERT PROVIDER, e.g., AWS] in [INSERT REGION].
- **Encryption:** AES-256 encryption at rest and in transit.
- **Compliance:** We are [INSERT COMPLIANCE, e.g., SOC2 Type II / GDPR] compliant.

### FREQUENT QUESTIONS
**Q: Do you offer a free trial?**
A: Yes, we offer a [INSERT DAYS]-day free trial with no credit card required.

**Q: Can I cancel anytime?**
A: Yes, monthly plans can be canceled at any time. Annual plans are binding for the year but offer a [INSERT %]% discount.

**Q: Do you integrate with Slack?**
A: Yes, we have a native integration with Slack, Zapier, and [INSERT OTHERS].

### CONTACT
**Sales Email:** [INSERT EMAIL]
**Book a Demo:** [INSERT CALENDLY URL]

Step 4: Enable Actions (Tab: Action)

Go to the Action tab.

  • Webhook Call: Connect this to your CRM (HubSpot, Salesforce) or calendar tool (Calendly API).
  • Get Lead: If you prefer a simpler approach, this will email you the prospect’s details and “Demo Request” status instantly.

Conclusion

An AI SaaS sales rep ensures that no lead is left behind. It answers the easy questions, qualifies the hard ones, and fills your calendar with high-quality demos.

Ready to automate your sales funnel? Build your sales agent now.

View Demo