Automate Insights: Configuring Revenue Agent for your organization

Learn how to set up Revenue Agent, define your targeting criteria, and write effective prompts.

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About this course

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 

Curriculum

  • Introduction to Revenue Agent for Admins
  • Setup Revenue Agent
  • Prompt writing best practices
  • Most popular use cases
  • Summary with reference materials
  • Course Survey

About this course

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 

Curriculum

  • Introduction to Revenue Agent for Admins
  • Setup Revenue Agent
  • Prompt writing best practices
  • Most popular use cases
  • Summary with reference materials
  • Course Survey