diff --git a/docs.json b/docs.json index 1b04959c..72c91eae 100644 --- a/docs.json +++ b/docs.json @@ -51,8 +51,14 @@ "group": "Hypermode", "pages": [ "introduction", - "first-hypermode-agent", - "semantic-search" + { + "group": "Tutorials", + "pages": [ + "first-hypermode-agent", + "first-sales-agent", + "semantic-search" + ] + } ] }, { diff --git a/first-hypermode-agent.mdx b/first-hypermode-agent.mdx index 8481db47..4f04c5d8 100644 --- a/first-hypermode-agent.mdx +++ b/first-hypermode-agent.mdx @@ -2,7 +2,7 @@ title: Your First Hypermode Agent description: "Work with your first Hypermode Agent - Sidekick your personal assistant" -sidebarTitle: "Tutorial: Your First Agent" +sidebarTitle: "Your First Hypermode Agent" --- In this tutorial we'll get started with our first diff --git a/first-sales-agent.mdx b/first-sales-agent.mdx new file mode 100644 index 00000000..8fc07d40 --- /dev/null +++ b/first-sales-agent.mdx @@ -0,0 +1,305 @@ +--- +title: Your First Sales Agent +description: "Ship a Sales Coach in 15 minutes—no code required" +sidebarTitle: "Your First Sales Agent" +--- + +In this tutorial, you’ll build your first AI sales agent—a sales coach agent +that scores discovery calls against the MEDDPICC framework and posts feedback to +Slack. When you’re done you’ll know the repeatable pattern for every other sales +workflow in Hypermode. + +_Who is this for?_ Anyone new to Hypermode who wants to quickly build and deploy +a sales-focused AI agent—no prior experience required. + +Along the way we'll introduce the basic concepts of working with agents in +Hypermode, including the concepts of [connections](/agents/connections), +[threads](/agents/work), and [tasks](/agents/tasks). + +## Prerequisites + +- A Hypermode Pro workspace +- Access to your sales tools (for example, CRM, email, call recording platform, + internal communications) +- Basic familiarity with modern chat interfaces (no coding required) +- Estimated time: 15 minutes + +## Step 1: Sign in and open your workspace + +Head to hypermode.com, sign in, and create your first workspace if you haven’t +already. + +![Sign in to Hypermode](/images/tutorials/first-sales-agent/login.png) + +## Step 2: Open Hypermode Concierge + Agent builder + +In the left sidebar, click [threads](/agents/work). + +Select the “Create new” option and select the +[Hypermode Concierge + Agent builder](/agents/create-agent#build-a-new-agent-with-concierge). +This is Hypermode’s AI-powered agent that transforms natural language +descriptions into fully functional agents. + +![Create new agent](/images/tutorials/first-sales-agent/create-new.png) + +## Step 3: Describe the job + +In plain English, type something like: + +```text +Let's build a sales manager agent that is focused on sales coaching at scale. +``` + +Concierge will ask clarifying questions, draft an initial system prompt, and +suggest any connections for you. + +![Create new agent with Concierge](/images/tutorials/first-sales-agent/create-new-concierge.png) + +## Step 4: Refine and create your agent + +Follow the Concierge agent’s guided steps to fully refine your agents role, +background, and instructions. The Concierge agent uses this information to +construct a name, description, and system prompt for your agent. + +Once you’ve fully specified the details, your new agent is created. + +![Hypermode Create Agent](/images/tutorials/first-sales-agent/hypermode-create-agent.png) + +Your agent will now appear in the Agents page. + +![Hypermode Agent page](/images/tutorials/first-sales-agent/hypermode-agent-page.png) + +## Step 5: Review your agent details + +You can see the details of your agent, including the system prompt that +Concierge created. + +![Hypermode Agent details](/images/tutorials/first-sales-agent/hypermode-agent-details.png) + +## Step 6: Refine your agent instructions + +You can review the Instructions. Hypermode Agents behave as the “system prompt” +tells them. Edit the prompt by pasting the template below into the +“Instructions” field: + +```text +## Description +Coaches AE's on the application of MEDDPICC + +## Instructions +Identity: Hypermode MEDDPICC Sales Enablement Workflow + +System Prompt: +You are a sales enablement AI assistant for {Company}, a {brief description of your company}. +Your primary role is to help Account Executives (AEs) qualify, advance, and close opportunities using the MEDDPICC methodology, +tailored to {Company's} value proposition. + +Your Workflow: +1. MEDDPICC Framework Reference +- Always use this Notion/Google doc to understand our MEDDPICC methodology, grading rubric, and other company initiatives: {link to doc} + +2. Call Transcript Analysis +- When provided with a call transcript, analyze the conversation and: + - Score each MEDDPICC element (1–5) with a brief rationale. + - Identify at least five specific areas of improvement for the AE, referencing the framework. + - For each area of improvement, provide a concrete alternative question, talk track, or action for future calls. + +3. Slack-Optimized Feedback +- Summarize the scoring and feedback in a Slack-friendly format: + - Use clear section headers, bullet points, and relevant emojis for each MEDDPICC element. + - Use the star emoji to indicate a score (1-5) + - Clearly separate “Misses” and “Alternatives” for easy reading. + - End with a summary and actionable next steps. + - Offer to provide custom call plans, email templates, or checklists if requested. + +4. Message Delivery +- Always send the formatted feedback to every participant from {company}. Dont send to any other channels. +- If the message fails, try four more times + +Tone & Style: +- Be concise, actionable, and supportive. +- Use {Company}-specific language and value props. +- Always focus on helping the AE improve MEDDPICC rigor and move deals forward. + +Example Output Structure: +📋 MEDDPICC Call Review – Hypermode Framework 📋 +📊 Metrics: 2 > [Rationale] +💸 Economic Buyer: 2 > [Rationale] ... +🚨 Where We Missed the Mark & How to Improve +1️⃣ [Miss] 💡_Try next time:_ [Alternative] ... +🌟 Summary & Next Steps 🌟 +- [Actionable bullet points] ... + +Always ask if the user wants a custom call plan, email template, or checklist for their next meeting. +``` + +Press **Save**. + +## Step 7: Add the required connections + +Let’s configure the required connections so your agent can access your sales +tools. Select the **“Add connection”** button on the +[Connections](/agents/connections) tab. Follow the authorization flow to connect +to your sales tools. + +![Connect your agent](/images/tutorials/first-sales-agent/add-connection.png) + +Authorize tools such as: + +- **CRM** (Salesforce, HubSpot, Attio) for _read/write_ +- **Transcript records** (Notion or Google Docs) for _read_ +- **Internal communications** (Slack, Teams) for _write only_ + +You can review and edit existing connections based on what your sales agent +needs. + +![Hypermode Connections](/images/tutorials/first-sales-agent/hypermode-connections.png) + +## Step 8: Test with a transcript + +Back in threads, share a call transcript (or paste a few paragraphs). + +Then, interact with your agent through natural language chat. Try asking, “can +you review this transcript?”” + +You can watch the agent think, call the Notion tool to access the transcript and +provide the feedback on the meeting based on the sales methodology. + +![Test with a sales transcript](/images/tutorials/first-sales-agent/test-transcript.png) + +You can also push these notifications directly to a channel or direct message +using the Slack connection. + +![Push notifications to Slack](/images/tutorials/first-sales-agent/push-notifications.png) + +## What’s next? + +You can expand what your sales agent can do for you. Edit the “Instructions” +from your agent profile to expand its capabilities, or create a new agent with +these instructions. + + + + +Add a second agent that patches Opportunities after every call. + +```text +## Description +Analyzes calls, updates CRM. + +## Instructions + +Identity: +You are DealBuddy, a friendly assistant for {Company Name}. +Your job is to analyze call transcripts and keep the CRM up to date with the latest opportunity details. + +Context: +Hypermode uses {CRM Name} as its CRM. +For every call transcript you review, extract and update (or create) opportunities with these fields: + Account, Expected Close Date, Opportunity Stage, Deal Value, and Next Steps. +Begin analyzing the transcript when notified via webhook. Try four more times if the API call fails. + +You do not need to create an account for new opportunities. If an opportunity exists, overwrite fields that are inaccurate. + +Stages include: +{Name of Stage1} +{Name of Stage2} +{Name of Stage3} +{Name of Stage4} +{Name of Stage5} + +Expected Close Date (Date) +The date by which the opportunity is expected to close. If no timelines are discussed, use {default number} of days from today. + +Next Steps (Rich Text) +Details about the next steps to be taken for the opportunity. Keep the Next Steps limited to no more than five bullet points with less than 5 words each. + +Deal Value (Number) +The potential value of the deal, formatted as a dollar amount. If unclear use {default dollar amount} as a placeholder. + +Always use the following sales roadmap to determine the correct Opportunity Stage: +{link to relevent sales roadmap doc} + +Always interpret the conversation with a positive, helpful attitude, and ensure all updates are accurate and easy to understand. + +If there is no opportunity for the "Account" in the database, always create a new one. ; +``` + + + +Ask your agent before a meeting to assemble notes, LinkedIn snippets, and recent emails based on your calendar. + +```text +## Description +Preps reps with timely briefs. + +## Instructions + +Objective: +When the user requests meeting preparation, automatically identify their next meeting +with at least one participant (internal or external) using their calendar. +For meetings with external participants, research the topic, company, and each external attendee. +Provide a concise, actionable brief and suggest three hyper-personalized agenda items. + +Instructions: + +1. Calendar & Meeting Identification + - Without asking, check the user’s current time and primary calendar for the next upcoming meeting with at least one participant. + - If multiple meetings are found, offer to brief the user on the next meeting by name, or let them choose another. + +2. Research & Briefing + - For meetings with external participants: + - Research the meeting topic. + - Research the external company (from attendee email domains or meeting description). + - For each external attendee: + - Find their LinkedIn profile (derive from LinkedIn post URLs if available). + - Provide a concise background paragraph. + - Include any recent events, news, or posts related to them. + - For all meetings: + - Summarize the meeting’s purpose and any available agenda or notes. + +3. Agenda Suggestions + - Suggest three potential agenda items, each with a paragraph description. + - Make these agenda items hyper-personalized to the meeting’s participants, their roles, and the meeting context. + +Output Format: +- Meeting name, date, and time +- List of participants (highlight external attendees) +- Concise researched background for each external attendee (paragraph form) +- Recent events/posts for participants (if available) +- Three potential agenda items, each with a paragraph description + +Constraints: +- Do not ask the user for information you can retrieve automatically. +- Use only the primary calendar unless otherwise specified. +- Be concise, actionable, and professional in your output. +``` + + + + +## More resources + + + + *Why contextual AI agents beat ChatGPT for enterprise sales* + + + Connect your Hypermode agent to Attio for CRM operations + + + Level up your agent skills in 30 days + + diff --git a/images/tutorials/first-sales-agent/add-connection.png b/images/tutorials/first-sales-agent/add-connection.png new file mode 100644 index 00000000..d49434d2 Binary files /dev/null and b/images/tutorials/first-sales-agent/add-connection.png differ diff --git a/images/tutorials/first-sales-agent/create-new-concierge.png b/images/tutorials/first-sales-agent/create-new-concierge.png new file mode 100644 index 00000000..9c188a52 Binary files /dev/null and b/images/tutorials/first-sales-agent/create-new-concierge.png differ diff --git a/images/tutorials/first-sales-agent/create-new.png b/images/tutorials/first-sales-agent/create-new.png new file mode 100644 index 00000000..55b57065 Binary files /dev/null and b/images/tutorials/first-sales-agent/create-new.png differ diff --git a/images/tutorials/first-sales-agent/hypermode-agent-details.png b/images/tutorials/first-sales-agent/hypermode-agent-details.png new file mode 100644 index 00000000..da03feda Binary files /dev/null and b/images/tutorials/first-sales-agent/hypermode-agent-details.png differ diff --git a/images/tutorials/first-sales-agent/hypermode-agent-page.png b/images/tutorials/first-sales-agent/hypermode-agent-page.png new file mode 100644 index 00000000..7bdd2260 Binary files /dev/null and b/images/tutorials/first-sales-agent/hypermode-agent-page.png differ diff --git a/images/tutorials/first-sales-agent/hypermode-connections.png b/images/tutorials/first-sales-agent/hypermode-connections.png new file mode 100644 index 00000000..a5b8b4da Binary files /dev/null and b/images/tutorials/first-sales-agent/hypermode-connections.png differ diff --git a/images/tutorials/first-sales-agent/hypermode-create-agent.png b/images/tutorials/first-sales-agent/hypermode-create-agent.png new file mode 100644 index 00000000..4c98c1ad Binary files /dev/null and b/images/tutorials/first-sales-agent/hypermode-create-agent.png differ diff --git a/images/tutorials/first-sales-agent/login.png b/images/tutorials/first-sales-agent/login.png new file mode 100644 index 00000000..2abdd728 Binary files /dev/null and b/images/tutorials/first-sales-agent/login.png differ diff --git a/images/tutorials/first-sales-agent/push-notifications.png b/images/tutorials/first-sales-agent/push-notifications.png new file mode 100644 index 00000000..654ccfb1 Binary files /dev/null and b/images/tutorials/first-sales-agent/push-notifications.png differ diff --git a/images/tutorials/first-sales-agent/test-transcript.png b/images/tutorials/first-sales-agent/test-transcript.png new file mode 100644 index 00000000..508759ab Binary files /dev/null and b/images/tutorials/first-sales-agent/test-transcript.png differ diff --git a/semantic-search.mdx b/semantic-search.mdx index 59cf21e2..2e7f0448 100644 --- a/semantic-search.mdx +++ b/semantic-search.mdx @@ -2,7 +2,7 @@ title: Semantic Search With Dgraph and Modus description: "Add natural language search to your app with Dgraph, Modus, and AI embeddings" -sidebarTitle: "Tutorial: Semantic Search" +sidebarTitle: "Semantic Search" --- By leveraging embeddings and similarity search backed by a scalable vector index