Get started with the Customer Agent

The Customer Agent helps you manage potential customers by automating lead sourcing and prioritisation from your Gmail inbox. This feature allows you to track, engage, and follow up with leads in one place, reducing the need for multiple tools.

This article guides you through connecting your Gmail account, reviewing leads, following up, and disconnecting the service.

Connect your email (Gmail or Outlook)

Follow these steps to connect your Google account to get help finding leads.

1. Sign in as the Primary admin.
2. Follow this link to complete the steps in product
3. From the Gmail or Outlook, select Connect.
4. Select Gmail or Outlook, then select Continue.
5. Select Continue.
6. Sign into your Google account and grant access. You can review Intuit’s privacy and policy settings to learn how your data is protected.

After connecting, the Customer Agent reads 30 days of emails to identify potential leads for review.

Review and manage leads

When the Customer Agent finds leads, you will receive an email. Leads are also listed and prioritised on the Leads page in QuickBooks as Hot or Warm.

1. Review the lead status definitions:
   • Hot: The potential customer shows a high level of interest in purchasing and is well-informed about the offering.
   • Warm: The potential customer is interested in learning more but has not shown a specific need or urgency.
2. Review the summary provided to understand the lead’s interests and the potential opportunity.
3. On the Actions tab, qualify the lead as Lead or Not a lead based on your business criteria. This helps your Agent craft follow-up actions.

Follow-up with leads

The Customer Agent suggests the next best steps based on the lead's status and the email conversation. For items marked as Lead, you can view and follow-up. For items marked as Not a lead, you have the option to archive.

Recommended actions include:

• Review draft email response
• Schedule a meeting
• Create an Estimate

Review a draft email response

1. In the Action column, select Review draft response for the desired Lead.
2. In the Conversations section, review the response drafted by the Agent. The agent provides 3 draft responses to choose from, based on the conversation. You have the option to rewrite with your Agent to change the tone or shorten the length.
3. Use the Signature icon to attach a signature from your Gmail account. You must have a signature uploaded for this. If you do not have one, the Agent reviews previous Gmail threads and generates one for you.
4. When ready, select Send.

The Agent continuously monitors email conversations and may suggest changes, which you can Confirm or Dismiss.

Create an estimate

1. In the Action column, select Autofill estimate for the Lead. This opens the Estimate form. If it is not the default action, you can locate it in the dropdown menu in that column.
   Note: The Autofill estimate action is only available when the Agent identifies the email communication as being in the Negotiation stage.
2. The agent prepopulates the estimate with relevant information pulled from the email communication.
3. Review the prepopulated estimate details for accuracy and update as needed.
4. When ready, select Review and Send.

Disconnect your email account

You can disconnect your account from QuickBooks at any time.

1. Follow this link to complete the steps in product.
2. In the My integrations section, find Google.
3. Select , then select Disconnect.