Shape its guidance

Content tells the agent what it knows. Guidance tells it how to behave. This is where you make the agent sound like a thoughtful presales rep instead of a search box. Spend a few minutes here and every conversation gets better.

Set a consultative tone

Outbound conversations feel different from support chats. A prospect who clicked a cold link is curious, not committed. Tell the agent to be warm, genuinely curious, and helpful, never pushy. It should sound like someone trying to understand a problem, not someone trying to close a deal in the first message.

Guide the flow

Prospects respond best to one question at a time. A good pattern:

1. Start by understanding what brought them here.
2. Answer their questions honestly from your content.
3. Let qualification happen naturally as the conversation unfolds.

The point is to keep it feeling like a conversation, not a form.

Let signals surface on their own

Parsley reads buying intent passively. You do not script interrogation questions, and you should not. When a prospect mentions their team size, their timeline, or a competitor, the agent notes it as a signal. Your job in guidance is simply to keep the conversation natural so those signals come up on their own.

Prepare for the tricky moments

Decide in advance how the agent should handle the edges:

• A competitor question. How honest and how generous do you want it to be?
• A prospect who wants a human now. It should offer the next step gracefully, not stall.
• A use case you do not support. It should say so politely and leave a good impression.

Anticipating these makes the agent feel composed under pressure.

Give it business context

Treat this like onboarding a new teammate. Tell the agent which use cases you serve, which you do not, your rough target customer, and what a good next step looks like. The more context you give, the smarter every conversation gets.

With content and guidance set, it is time to put your link to work.