Get started with the Customer Agent

The Customer Agent helps you manage potential customers by automating lead sourcing and prioritization 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. Go to All apps , then Customer Hub, then Leads (Take me there).
3. Select Connect Gmail.
4. Sign into your Google account and grant access. You can review Intuit’s privacy and policy settings to learn how your data is protected.
5. When ready, select Continue.
6. Select the email account you want to use, then review and choose your data access settings.
7. Choose the date you want the Gmail import to start.
8. Select Sync now.

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 prioritized 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 Customer 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 Customer Agent. It provides 3 draft responses to choose from, based on the conversation. You have the option to have it rewrite 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 AI reviews previous Gmail threads and generates one for you.
4. When ready, select Send.

The Customer 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 Customer Agent identifies the email communication as being in the Negotiation stage.
2. The estimate gets pre-populated 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 or Intuit Enterprise Suite at any time.

1. Select Integrations , then Integrations overview (Take me there).
2. In the My integrations section, find Gmail.
3. Select the three dots icon, then select Disconnect.

Related links

• Get started with the Payments Agent