---
updatedAt: 2025-04-11T10:43:44.000Z
agentTools:
  projectIndex: https://documentation.reviveai.co.uk/llms.txt
---

# 🧠 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.

<br />

## 🔄 Sales Funnel Overview

### Stage 1: Bespoke ReviveAI Agent

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

<br />

### Stage 2: Agentforce (after webhook/API handoff)

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

<br />

<br />

## 🔗 Webhook Handoff Structure

### POST URL

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

### Payload Example (JSON)

<br />

```
{
      "lead_id": "SOPHIE-20250411-001",
      "name": "Sophie Lawrence",
      "email": "sophie@email.com",
      "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"
    }
```

<br />

***

## 📌 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 |

***

<br />

## 🧠 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            |

***

<br />

## ✅ 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

***

<br />

## 📂 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

<br />

**Agentforce**

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