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A sales administrator wants to deploy the Sales Qualification Agent so that it researches leads and sends outreach emails autonomously, but only hands over leads that show positive purchase intent. Which mode should the administrator configure?
Research-only mode
Research and engage mode
Both modes support autonomous email sending and intent detection.
An organization deploys the Sales Qualification Agent in Research-only mode and notices that the agent is handing over a high volume of leads, but few of those leads convert to opportunities. What is the most likely cause?
The shared mailbox isn't configured correctly.
The target customer profile criteria are too broad.
The selection criteria are too restrictive.
A functional consultant is setting up the Sales Qualification Agent for the first time. After completing all configuration steps, the Start agent button is still disabled. What is the most likely reason?
The AISalesPerson security role hasn't been assigned to the Dataverse app user.
The email simulation hasn't been run successfully.
The agent hasn't been saved in Draft mode.
A seller receives a lead that was handed over by the Sales Qualification Agent in Research and engage mode. The lead record shows research insights and an email thread, but the BANT evaluation is incomplete. What does this indicate?
The agent encountered an error and failed to complete processing.
The agent couldn't determine the lead's purchase intent and handed the lead to the seller to follow up manually.
The lead's TCP fit was rated Low, so the agent skipped BANT evaluation.
A supervisor reviews the disqualified leads dashboard and notices that several leads disqualified by the agent appear to be high-quality prospects. What should the supervisor do to address both the immediate leads and the underlying issue?
Stop the agent and reconfigure it from scratch.
Reassign the affected leads to sellers and review the TCP criteria or handoff thresholds to identify what's causing valid leads to be disqualified.
Delete the disqualified leads and ask the demand generation team to resubmit them.
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