The Lifecycle stage action changes a customer’s Lifecycle stage (e.g., from “New Lead” to “Qualified Lead”) based on conversation context. This is especially useful for automating lead progression and keeping your sales pipeline accurate without manual updates.
When to use
When the AI Agent qualifies a lead or achieves a specific milestone in customer engagement.
Best practices
Clearly define the criteria needed to advance the Contact’s Lifecycle stage.
Always provide the exact Lifecycle Stage name so the AI Agent updates to the right stage at the right time. For example:
- Once the customer confirms their interest in a demo, update the Lifecycle stage to Qualified.Limitations
AI Agents cannot create new Lifecycle Stages. They can only update a Contact to stages that already exist in your workspace. If you want to use a new stage, you must create it first before referencing it in your instructions.
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