How to set up conversation goals

After the agent answers a question it can append one nudge toward a goal — at most once per person per day. It sends the copy you configure here; it never composes a new one at send time.

Conversation goals are separate from the Goals toggles at the top of the Overview tab (those shape what the agent does; these add a nudge after it has done it).

Before you start

• Only an owner or admin can save goals.
• The agent has to be answering for a nudge to be sent — see Set up the AI sales agent.

The three goals

Set one up

1. Go to Agent → Overview and scroll to Conversation goals.
2. Toggle the goal on.
3. Fill in its field — the URL for Share a link, the field key for Capture a lead.
4. Write the Nudge message, or click Draft with AI to have one written for you. The draft lands in the box; it is not saved and nothing is sent until you review it and click Save.
5. For Capture a lead, choose When the email lands, then…:
   • Nothing more (just save it)
   • Send a follow-up message — and write it
   • Hand the thread to a human
6. Click Save goals.

The confirmation the agent sends after an email lands is the Lead-capture confirmation field further up the Overview tab — blank uses the built-in default.

Check it

In Agent → AI Playground the nudge is not appended (the Playground never sends links or cards). To see it for real, DM your connected account from a second Instagram account with a question the agent can answer; the nudge follows the answer in that thread and in your Inbox.

Common problems

The nudge did not appear. It sends at most once per person per day, only after the agent answered, and only when that goal is on and saved.

I want the nudge on every message. That is not offered: one per person per day keeps it from reading as spam.

The email was captured but I want it in a custom field. Change the field key on Capture a lead; create the field first under Contacts → Custom fields.

Full reference: agent.md.