---
description: 了解 AI 代理如何在 respond.io 中更新生命週期階段，以自動化潛在客戶在銷售流程各階段的進展。
title: AI 代理動作：更新生命週期階段
image: https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0
---

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5. AI 代理動作：更新生命週期階段

# AI 代理動作：更新生命週期階段

根據對話上下文更改客戶的生命週期階段（例如，從「新潛在客戶」變更為「合格潛在客戶」）。 這對於 **自動化潛在客戶的進展，並在無需手動更新的情況下保持銷售管道的準確性** 特別有用。

## 何時使用

* 當 AI 代理將潛在客戶標記為合格或在客戶互動中達成特定里程碑時。

## 最佳實踐

* 明確定義提升聯絡人生命週期階段所需的標準。
* 始終提供 **精確的生命週期階段名稱**，以便 AI 代理在適當的時間更新到正確的階段。 例如：

```plain
- 一旦客戶確認對演示的興趣，將生命週期階段更新為「合格潛在客戶」。
```

## 限制

* **AI 代理無法建立新的生命週期階段。** 它們只能將聯絡人更新到已存在於您的工作區中的階段。 如果您想使用新的階段，必須先建立該階段，然後再於指示中引用它。

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## 

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2026-10-12T09:32:47.713Z

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