> ## Documentation Index > Fetch the complete documentation index at: https://docs.thinkrr.ai/llms.txt > Use this file to discover all available pages before exploring further. # Prospecting Demo Agent > The **Prospecting Demo Agent** role gives your prospects a live, hands-on demo of an AI receptionist. The agent learns about the prospect's business, roleplays as their receptionist, then pitches and books a meeting with you. > [!WARNING] > > **Not live yet: awaiting Google approval.** The Prospecting tool is fully built and ready to go. Before it can launch, Google needs to approve the Gmail access it uses to send outreach emails from your inbox. As soon as that approval comes through, Prospecting and the Prospecting Demo Agent will become available on your account. ## Overview The **Prospecting Demo Agent** is a role for **Inbound Agents** built to win you new clients. Instead of answering calls for your own business, it gives each prospect a short, personal demo of what an AI receptionist could do for **their** business. On a demo call, the agent: * Introduces itself and asks the prospect about their business, such as their name, company, and the kinds of calls they get * Roleplays as the prospect's receptionist while the prospect plays a customer calling in * Asks the prospect how they liked the demo * Pitches a meeting with you, including any **End of demo offer** you set * Books the meeting into your calendar in real time, and notifies your team This role is ideal for: * Agencies selling AI receptionists to local businesses * Sharing a self-serve demo with leads through outreach campaigns * Letting prospects experience the product before a sales call To send your demo to a list of leads by email, use the agent in a [**Get Clients**](https://docs.thinkrr.ai/guides/usage/prospecting/Get-Clients.md) campaign. The Prospecting Demo Agent is its own role, not a modified Receptionist. It is designed to keep the demo and your real business separate, so it stays clear about who it is speaking for and which role it is playing. Everything it demonstrates is within the capabilities of the standard [**Receptionist**](https://docs.thinkrr.ai/guides/usage/inbound-calling/Receptionist), so you can set up the same experience for a prospect once they become a client. ## How a Demo Call Works A typical demo call follows this flow: **1. Introduction** * The agent greets the prospect, explains that it is here to give a demo, and asks for their name and company name. **2. Discovery** * The agent asks what kinds of calls the prospect's business gets most, for example billing questions, bookings, or returns. **3. Roleplay** * The agent offers a scenario, such as answering as the prospect's billing department while the prospect plays a customer calling about a return. It then answers as if it were the prospect's receptionist. **4. Pitch and booking** * After the roleplay, the agent asks how the prospect liked it and invites them to book a meeting with you. If you set an **End of demo offer**, it mentions it here. * With **Real time booking** turned on, the agent books the meeting while the prospect is still on the call. > [!NOTE] > > The agent only pitches and books a meeting when **Real time booking** is turned on with a calendar connected. Without it, the agent tells the prospect that someone will reach out instead. ## Creating a Prospecting Demo Agent **1. Add a new agent** * From the **Home** screen, click **Add agent** in the **Inbound Agents** section and choose **Create new agent**. **2. Choose where the agent will live** * Choose **On the Web**, **On the Phone**, or **On Web and Phone**. **3. Select the role** * In **Agent Settings**, open the **Agent role** drop-down and select **Prospecting Demo Agent**. ![Selecting the Prospecting Demo Agent role](https://mintcdn.com/thinkrrai/JuAPrWgSS44JxEiq/images/Prospecting-Demo-Agent/select-role.png?fit=max\&auto=format\&n=JuAPrWgSS44JxEiq\&q=85\&s=7ccbec6a15084ec80fadbc5613310a25) **4. Name the agent and choose a voice** * Enter an **Agent name**, then choose a **Language** and use **Listen** to preview and select a voice. * Adjust **Call Settings** and **Voice Settings** if needed. They work the same way as for any inbound agent. See [**Creating an Inbound Agent**](https://docs.thinkrr.ai/guides/usage/inbound-calling/Creating-an-Inbound-Agent.md). ![New Prospecting Demo Agent settings](https://mintcdn.com/thinkrrai/JuAPrWgSS44JxEiq/images/Prospecting-Demo-Agent/new-agent.png?fit=max\&auto=format\&n=JuAPrWgSS44JxEiq\&q=85\&s=8a3c36d22c5d378616cfff71ef842924) **5. Save the agent** * Click **Select agent** to create it, then complete the **Agent training** tab. See [Agent Training](#agent-training). A Prospecting Demo Agent shows a **Prospecting Demo Agent** badge under its name, so its calls are easy to tell apart from your other agents. On the **Home** screen, you can use **Filter by role** to show only your Prospecting Demo Agents. ## The Agent Configuration Screen At the top of the screen you'll see the agent's name, its **Prospecting Demo Agent** badge, a link to add a description, its status (for example **Active on Web**), and a **Settings** button. ![Prospecting Demo Agent configuration header](https://mintcdn.com/thinkrrai/JuAPrWgSS44JxEiq/images/Prospecting-Demo-Agent/agent-header.png?fit=max\&auto=format\&n=JuAPrWgSS44JxEiq\&q=85\&s=36ca4dbd3e472fe856338106012c367d) Below that: * **Estimated credits per minute:** An estimate of how many credits the agent consumes for each minute of calling, based on how it is configured. * **Available credits:** Your current credit balance. * **Using:** The model tier the agent runs on. Click **Manage** to choose **Basic**, which is reliable and efficient for shorter, linear conversations, or **Premium**, which offers deeper reasoning built for longer, more complex conversations. Demo calls consume credits in the same way as other calls. For details, see [**Credit Pricing**](https://docs.thinkrr.ai/guides/consumption/minutes-management/Minute-Pricing-and-Discount.md). The screen has four tabs: **Agent training**, **Actions**, **Web agent**, and **Knowledge packs**. ## Agent Training The **Agent training** tab describes **you**, the business running the demo, not the prospect. The agent learns about each prospect's business live during the call. **Identity** – Who the agent represents. * **Name of the person or team the Agent is representing** (required) – The person or team the agent books meetings with, for example your name or "the Sales Team". * **Representative title** (required) – That person's job title, for example "Founder". * **Company name** (required) – Your company name, which the agent uses when it introduces itself and pitches the meeting. ![Identity section of Agent training](https://mintcdn.com/thinkrrai/JuAPrWgSS44JxEiq/images/Prospecting-Demo-Agent/training-identity.png?fit=max\&auto=format\&n=JuAPrWgSS44JxEiq\&q=85\&s=48cbdff5c7b5d80e3aca875c5ae92652) **Agent Behavior** – How the agent introduces itself and what it knows. * **How will the agent greet callers?** (required) – The opening line of the demo call. * **Key Information** (required) – What the agent should know about your business and services, so it can answer the prospect's questions and explain what a meeting with you covers. * **End of demo offer** (optional) – A special offer or incentive to mention when pitching a meeting after the demo, for example "Right now we are running a 50% off offer." ![Agent Behavior section of Agent training](https://mintcdn.com/thinkrrai/JuAPrWgSS44JxEiq/images/Prospecting-Demo-Agent/training-behavior.png?fit=max\&auto=format\&n=JuAPrWgSS44JxEiq\&q=85\&s=83e7cceb997faea7759d5a056a542d49) Click **Save** after editing. Use **Collapse all** to collapse the sections, and **Test agent** to try a demo call yourself. Keep **Key Information** short and focused. The agent needs enough context to pitch your services, not your full website. For longer reference material, attach a Knowledge Pack. ## Actions The **Actions** tab lists the actions a Prospecting Demo Agent can use. Each has a toggle and an **Action setup** button, and shows **Configured** or **Need configuration to use**. ![Actions tab](https://mintcdn.com/thinkrrai/JuAPrWgSS44JxEiq/images/Prospecting-Demo-Agent/actions.png?fit=max\&auto=format\&n=JuAPrWgSS44JxEiq\&q=85\&s=091ec24923b90da9f1a5b7b666f120a9) ### Real Time Booking Lets the agent book a meeting with you during the demo call. * Click **Action setup**, then **New appointment**. * Under **Select calendar**, choose the calendar meetings should be booked into. * Under **When should the booking take place?**, describe when the agent should book, for example "After the demo, when the prospect says they would like to book a meeting". * Click **Apply changes**. ![Real time booking setup](https://mintcdn.com/thinkrrai/JuAPrWgSS44JxEiq/images/Prospecting-Demo-Agent/real-time-booking.png?fit=max\&auto=format\&n=JuAPrWgSS44JxEiq\&q=85\&s=bb0ba63006832a34d7930fd9d84961cc) ### Notify the Representative Sends your team an email after demo calls. * Click **Action setup** and choose the **Notification triggers**: **All Calls**, or **Use Custom Conditions** to notify only for certain calls. * Under **Send email to**, enter up to **10** comma-separated email addresses. * Click **Apply changes**. This action does not affect the credit cost. ![Notify the representative setup](https://mintcdn.com/thinkrrai/JuAPrWgSS44JxEiq/images/Prospecting-Demo-Agent/notify-rep.png?fit=max\&auto=format\&n=JuAPrWgSS44JxEiq\&q=85\&s=6e02cb871e3744796f79ccdc8ce02170) For full setup details, see [**Real-Time Appointment Booking**](https://docs.thinkrr.ai/guides/usage/inbound-calling/Abilities-and-Actions.md#real-time-appointment-booking) and [**Notify the Representative**](https://docs.thinkrr.ai/guides/usage/inbound-calling/Abilities-and-Actions.md#notify-the-representative). ## Web Agent and Knowledge Packs * **Web Agent** – Deploy the demo on your website or landing page with the same widget settings as other inbound agents. See [**Web Widget**](https://docs.thinkrr.ai/guides/usage/inbound-calling/Web-Widget.md). * **Knowledge Packs** – Attach Knowledge Packs with the same plan slots as other inbound agents. See [**Knowledge Packs**](https://docs.thinkrr.ai/guides/engagement/ai-assistants/Knowledge-Packs.md). ## Agent Settings Click **Settings** at the top right of the agent page to open **Edit agent settings**. It has three tabs, **Agent Settings**, **Call Settings**, and **Voice Settings**, where you can change the agent's name, phone number, language, voice, and call behavior. These work the same way as for any inbound agent. See [**Creating an Inbound Agent**](https://docs.thinkrr.ai/guides/usage/inbound-calling/Creating-an-Inbound-Agent.md). ## Notes & Considerations * This role is for **Inbound Agents only**. * The **Agent training** fields describe your business. The agent asks each prospect about their own business during the call. * The demo only shows what a standard Receptionist can do, so you can deliver the same experience to the prospect once they sign up. * Connect a calendar with **Real time booking** so the agent can pitch and book meetings. * You can create more than one Prospecting Demo Agent, for example with different voices, offers, or representatives. ## FAQs & Troubleshooting ### General Questions > **What is the difference between the Prospecting Demo Agent and the Receptionist?** > > The Receptionist answers calls for your own business. The Prospecting Demo Agent gives prospects a demo by roleplaying as **their** receptionist, then pitches a meeting with you. It is a dedicated role, so it doesn't confuse the business in the demo with the business it works for. > **Do I need to enter the prospect's business details?** > > No. The agent asks the prospect about their business at the start of the call and adapts the roleplay to what they say. The **Agent training** fields only describe your own business. > **Can I use the Prospecting Demo Agent on the phone and the web?** > > Yes. Like other inbound agents, it can be assigned a phone number, deployed on the web, or both. > **Do demo calls use credits?** > > Yes. Demo calls consume credits in the same way as other calls. The estimated credits per minute is shown at the top of the Agent Configuration screen. > **Can I change an existing agent's role to Prospecting Demo Agent?** > > No. An agent's role is set when it is created and cannot be changed. Create a new agent and select **Prospecting Demo Agent** as the role. ### Configuration > **Where do I add a special offer?** > > Enter it in the **End of demo offer** field on the **Agent training** tab. The agent mentions it when it pitches a meeting after the demo. > **Who will the agent book meetings with?** > > The person or team in **Name of the person or team the Agent is representing**, on the calendar you select in the **Real time booking** action. > **How do I get notified when a prospect books?** > > Turn on **Notify the representative** in the **Actions** tab and add up to 10 email addresses. ### Usage and Results > **The agent said someone will reach out instead of booking a meeting** > > Make sure **Real time booking** is turned on in the **Actions** tab and a calendar is selected. The agent only pitches and books a meeting when booking is configured. > **The agent doesn't mention my offer** > > Check that the **End of demo offer** field is filled in and saved. The offer is mentioned during the meeting pitch, which needs **Real time booking** to be turned on. > **Why don't my changes affect the demo?** > > Only saved changes are used. Click **Save** after editing, then test again. > **Where can I see demo calls?** > > Demo calls appear in **Call History** with your other calls, under the Prospecting Demo Agent's name. Use the **Inbound Agent** filter to show only that agent's calls. *** For additional questions or guidance, try using our [**Virtual Support Agent**](https://docs.thinkrr.ai/support-resources/support-channels/Thinkrr-Support-Agent.md)! Available 24/7 to help resolve most issues quickly at [thinkrr.ai/support](https://thinkrr.ai/support). If you still need assistance, visit our support site at [help.thinkrr.ai](http://help.thinkrr.ai) and submit a [Ticket](https://docs.thinkrr.ai/support-resources/support-channels/Support-Ticket-System.md) or contact our team directly at [hello@thinkrr.ai](mailto:hello@thinkrr.ai). 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