Get started with the Customer Agent

The Customer Agent automates lead sourcing and prioritization in your Gmail inbox to help you stay on top of leads, and close more deals.  With personalized assistance, you can track, engage, and follow up quickly with potential customers all in one place, needing less tools to run your business. 

Step 1: Connect Gmail

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

1. Go to the Customer Hub and select Customers & Leads.
2. Select Connect Gmail.
3. Sign into your Google account and grant access.
   You can review Intuit’s privacy and policy settings to see how your data is protected.
4. When you’re ready, select Continue.
5. Select the email account you want to use, then review and choose your data access settings.
6. Choose the date you want the Gmail import to start, then select Sync now.
   Once your account is connected, the Customer Agent will read 30 days of emails and identify potential leads for you to review.

Step 2: Review leads

When the Customer Agent finds leads, you’ll get an email. The leads are also listed and prioritized on the Leads page in QuickBooks as Hot or Warm.

Here's an explanation of ‌lead status:

• Hot: This potential customer shows a high level of interest in purchasing a product or service, and is well-informed about the offering. 
• Warm: This potential customer is interested in learning more about the company or product, but hasn't shown a specific need or urgency.

You’ll also see a summary to help you understand the lead’s interests and the potential opportunity.

As you review leads found by your Agent, you can determine whether they meet your business criteria and qualify as Lead or Not a lead on the Actions tab. This helps your Agent craft follow-up actions for you.

Step 3: Follow-up with leads

Based on the status of the Lead and the needs presented in the email conversation, your Customer Agent suggests next best steps for you to take. For Leads, you can view and follow-up. For Leads you've designated as Not a lead, you’ll have the option to archive.

Here are the actions the Agent recommends based on the lead and the opportunity:

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

To follow up with a Lead, follow these steps. 

1. In the Action column, Select the suggested action for the Lead you want to work with.
2. In the Conversations section, you’ll see the response drafted by the Agent. The agent will decide and make 3 draft responses for you to choose from, based on the conversation.  There's an option to rewrite with your Agent to change the tone, or shorten the length of the drafted response.
3. Use the Signature icon to attach a signature from your Gmail account.  
   You'll need to have a signature uploaded. If you don't have a signature, the Agent reviews previous Gmail conversation threads and generates one for you. 
4. When you’re ready, select Send.
   The response appears in the connected Gmail account.

We’ll keep a log of conversations and replies that you can keep open as long as you need to. The Agent continuously monitors email conversations, and will suggest changes, if needed.  You can Confirm or Dismiss.

Step 4: Disconnect Gmail

If you no longer want to have your account synced to QuickBooks, you can disconnect at anytime.

1. Go to the Customer Hub, then select Apps/Overview.
2. In the My Apps section, find Gmail. 
3. Select the three dots icon, then select Disconnect.