0:00T0Charlie opens
0:02CharlieHey, I'm Charlie — I'm here to help you build your PAL. Tell me what you're thinking of building and we'll craft it together.
0:13T1 creator+10.8sBuild me an outbound AI sales rep for Tavus, our conversational-video-AI platform. It sells to developers, qualifies them on budget and use case, then walks them through our product deck.
0:26Charlie+13.1sI am building Toby, a developer-focused sales rep with a casual tech-vibe face, and I will have him qualify budget before showing any slides. Since he will be walking them through your deck, do you have a product deck PDF you can upload to Knowledge so I can wire up the slideshow?
0:34+7.4sToby is getting a sharp, developer-focused personality that drives sales while qualifying leads on budget and use case.
0:38+4.0sToby is learning to aggressively pursue sales targets while strictly filtering for budget and technical fit.
0:42+4.1sToby is learning to stay strictly within compliance boundaries while pushing hard for sales results.
0:46+4.0sToby is learning to open conversations with a sharp, developer-focused hook that immediately signals value.
0:50+4.0sToby is adopting a confident, persuasive tone that balances technical credibility with a drive to close deals.
0:54+4.0sToby is gaining a persistent, competitive edge that keeps the conversation moving toward a close.
1:20+26.1sI'll go ahead and retry spinning up Toby's core sections and objectives now. Did you want him to present a specific slide deck that you can upload, or should he just speak to our general capabilities?
1:23T2 creator+3.6sI already uploaded the deck it should present — it's the doc called "Make a Slideshow - Stained Glass Windows QA" in my documents. When it gets to the demo, it should automatically walk through that deck slide by slide on its own, not wait for me to advance.
1:33Charlie+9.5sGot your file “Make a Slideshow - Stained Glass Windows QA” — it's attached as knowledge now, I'll use it as we build.
1:33+0.0sI am attaching your stained glass slideshow document and configuring Toby to automatically walk through it slide by slide during the demo. Should we also add a guardrail to keep him strictly on topic if developers try to steer him away from the pitch?
1:42+9.0sToby is getting a personality that balances presenting the stained glass deck with handling the demo smoothly.
1:46+4.0sToby is learning to present the uploaded stained glass deck and transition into the demo.
1:50+4.1sToby is shaping a helpful personality that guides the audience through the stained glass presentation and demo.
2:06+16.0sToby is developing a helpful personality that keeps the stained glass presentation engaging before the demo begins.
2:08+1.6sI'm attempting to draft that presentation flow now. Did you want him to also have a guardrail to stay on topic if they veer off?
2:10+2.4sToby is gaining a warm and engaging personality that keeps the audience interested during the stained glass presentation.
2:23T3 creator+13.5sHard rules: never commit to pricing, never offer discounts, and don't trash competitors even if the prospect baits you into it.
2:29Charlie+5.8sI am adding those guardrails to ensure Toby never commits to pricing, offers discounts, or trashes competitors. Should Toby have the ability to end the call on his own once he wraps up the sales pitch?
2:35+6.3sToby is learning to stay neutral on pricing and competitors while refusing to take the bait.
2:39+4.0sToby is getting hard rules to dodge pricing questions and avoid saying anything negative about competitors.
2:43+4.0sToby is learning to dodge pricing questions and avoid saying anything negative about competitors.
2:47+4.0sToby is being trained to sidestep pricing commitments and keep the conversation clean regarding competitors.
2:51+4.1sToby is learning to refuse any pricing commitments and stay neutral when the conversation turns to competitors.
2:55+4.0sToby is getting hard rules to avoid pricing commitments and stay neutral when the conversation turns to competitors.
2:59+4.0sToby is learning to dodge pricing questions and stay neutral about competitors no matter how the prospect pushes.
3:09T4 creator+9.6sWhen the prospect says goodbye or the handoff is done, it should hang up and end the call itself.
3:18Charlie+8.8sI am attaching the hang-up tool now so Toby can end the call himself, and updating his behavior to use it when the conversation is over. Do you want Toby to automatically send a summary of each call to Slack or an email alert?
3:24+6.4sToby is learning to recognize when a conversation ends and hang up the call automatically.
3:28+4.0sToby is getting the ability to detect a finished handoff and terminate the call on its own.
3:32+4.0sToby is being built to end the call immediately once the prospect says goodbye or the handoff is finished.
3:36+4.0sToby is learning to end the call automatically once the prospect says goodbye or the handoff is done.
3:40+4.1sToby is learning to recognize a finished handoff and hang up without waiting for further input.
3:44+4.0sToby is getting a direct personality that hangs up the moment the prospect says goodbye or the handoff is done.
3:48+4.0sToby is adopting a decisive personality that terminates the call immediately after the prospect says goodbye.
3:52+4.0sToby is gaining a no-nonsense personality that ends the call the moment the prospect says goodbye.
4:15+23.1sI successfully wired up the hang-up tool so Toby can end the call himself, though our background drafter is taking a second to update the written instructions. Would you like to set up an automatic post-call Slack summary or email notification, or are you ready to test him out?
4:32T5 creator+16.4sYep, that's everything.
4:38Charlie+6.8sAwesome, Toby is all set up and ready to pitch, so go ahead and head over to the Test tab at the top of the page to talk to him, and then come back here to refine anything that feels off!