🧠 Hybrid Process: ReviveAI & Agentforce

This architecture combines a bespoke AI agent for high-touch, complex B2C sales interactions and Agentforce for repeatable, low-touch automation. It's ideal for flows where qualification and consultation require depth, but follow-ups can be streamlined.

🔄 Sales Funnel Overview

Stage 1: Bespoke ReviveAI Agent

Handles discovery, objections, and product consultation
Gathers detailed profile information
Provides personalized service recommendations

Stage 2: Agentforce (after webhook/API handoff)

Sends booking confirmations
Responds to common questions (FAQ)
Triggers reminders, nudges, and review requests

🔗 Webhook Handoff Structure

POST URL

https://your-agentforce-endpoint.com/api/new-lead

Payload Example (JSON)

{
      "lead_id": "SOPHIE-20250411-001",
      "name": "Sophie Lawrence",
      "email": "[email protected]",
      "phone": "+447700900000",
      "treatment_match": "Clear Aligners",
      "priority": "high",
      "preferred_time": "Afternoon",
      "notes": [
        "Concerned about pain",
        "Interested in monthly payment plans"
      ],
      "status": "qualified",
      "source": "AI-Agent-Web-Chat",
      "next_action": "send_booking_link",
      "timestamp": "2025-04-11T14:42:00Z"
    }

📌 Required Fields

Field	Description
`name`	Customer full name
`email` / `phone`	Contact details
`status`	e.g. `qualified`, `follow-up_needed`
`treatment_match`	Recommended service/product
`notes`	Summary of needs, concerns, or preferences
`next_action`	e.g. `send_booking_link`, `assign_human`
`timestamp`	ISO timestamp of when the handoff occurred

🧠 Optional Enhancements

Field	Use Case
`conversation_id`	Trace back the original AI interaction
`customer_id`	Internal CRM reference
`tags`	Segmentation (e.g. "VIP", "cosmetic")
`language`	Localisation / multi-language handling
`agent_notes`	Additional handover context

✅ Benefits of This Approach

🤖 Use bespoke AI for trust-building & personalization
⚙️ Use Agentforce for scalable, repeatable automation
💬 Seamless customer experience with intelligent handoff
📈 Increases conversions and reduces manual workload

📂 Example Use Case: Private Dental Clinic

Bespoke AI Agent

Conducts virtual smile assessment
Handles objections about pain and cost
Matches customer to the most suitable treatment plan

Agentforce

Sends consultation booking link
Follows up with reminders and intake forms
Sends post-appointment check-in and review request