B2B Rocket > Left Navigation Bar > AI Agents
1. Follow the above-mentioned workflow to land on the AI Agents screen.
2. Navigate to the AI Agents grid.
3. From the Audience Persona column, click the Edit button. Doing so takes you to the Update AI Agent screen.
4. Here, use the Agent Title field to edit the name of the AI agent.
5. Once done, click the Continue button. This takes you to the step 2 in which details of the AI agent can be edited.
6. Here, edit the agent title using the Add a Title for your agent field.
7. Edit the company name from the Your company name….. field.
8. Select the required location using the Your company location field.
9. Once the details are edited, click the Continue button to land on the Description part.
10. In the Description, you can edit the campaign description using the Tell us about your company/campaign text editor.
11. Similarly, use the Describe your service/expertise/strong selling points text editor to edit your service description.
12. Moving further, use the Tell us about your most appealing and exciting success stories to edit the description about your success stories.
13. Use the Add your Company Website field to edit the company website.
14. Use the textbox and fields below each testimonial to provide up to 3 client testimonials.
15. Once the required fields are filled, click the Continue button. Doing so takes you to the Target Audience section.
16. Here, use the Industries filter to choose the industries you want to target.
17. Use the Titles/Roles filter to shortlist the titles you want to target.
18. Specify the locations you want to target using the Choose Locations filter.
19. Moving further, you can also define your target audience companies using the Number of Employees, Revenue, and Funding filters.
20. You can also specify your target audience based on keywords using the Keywords filter.
21. All filters after the Keywords filter facilitate exclusion criteria and include Exclude Domains, Exclude Keywords, Exclude Locations, and Exclude Industries.
22. Once the required filters are set, click the Next button. Doing so takes you to the AI Personalized Video section.
23. Here, you can record a video or upload one from your system storage. To record a video, click the Record a Video button.
24. To upload a video, click Upload a Video button.
25. To see a sample video, click the See Sample Video button.
26. Once the required selection is made, click the Continue button. This updates the AI Agent.