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Introduction to Revenue Agent for Admins
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Setup Revenue Agent
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Prompt writing best practices
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Most popular use cases
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Summary with reference materials
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Course Survey
Automate Insights: Configuring Revenue Agent for your organization
Learn how to set up Revenue Agent, define your targeting criteria, and write effective prompts.
In this course, we introduce what Revenue Agent is, how to set your targeting criteria for accounts and prospects, and how to write a prompt. We provide examples of some of the most popular use cases as well as best practices to ensure your agent creates the best possible content for your reps.
Topics include:
- Setup and Configure Revenue Agent
- Define Account and Prospect targeting criteria
- Write successful prompts
- Top use cases and examples