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Revenue agent

This step-by-step guide explains how to assign the Revenue agent role to your CustomGPT.ai agent and apply its persuasion-driven defaults to guide users toward your conversion goals.

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Note:

This is a premium feature.

What is the Agent Roles feature?

Agent Roles are predefined templates of settings that help you configure your agent based on its purpose. Instead of setting everything manually, selecting a role applies an optimized setup automatically with just one click.

👉 Learn more about What are Agent roles and how to use them

What is the Revenue agent role?

The Revenue agent is a predefined behavior profile (or role) that configures your agent with advanced persuasion and conversion-driving techniques. It uses proactive behaviors to guide users toward a specific goal, such as completing a purchase, signing up, or submitting a lead form, and combines context-aware prompts, conversion actions, and tailored chat settings to maximize engagement.

What it does

When you assign this role, your agent will:

How to enable the Revenue agent role

For a new agent:

  1. From your dashboard, click New Agent.
  1. Select your data source (e.g., WordPress), add your site’s URL, and click Create Agent.
  1. You’ll be prompted to select an Agent Role. Select Revenue Agent role.

For an existing agent:

  1. Open the agent you want to update and click Personalize.
  1. In the Agent Role dropdown, select Revenue agent.
  1. Enter the URL where the Revenue Agent will drive your users toward and click Continue.
  1. Select your Spotlight Avatar. Learn more about Spotlight Avatar.
  1. Click Save Settings to apply the role’s settings.

Default settings applied by this role

Selecting the Revenue agent role automatically configures these key settings. You can click any link to learn more or adjust after setup:

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Note:

You can modify any of these settings at any time after assigning the role.

Updated 18 days ago