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Coastal Capital Lead Qualifier

draft

For Coastal Capital · coastalcapital.io

Updated 13 days ago · Created 19 days ago

Test chat Open playground
Conversations · 30d
0
Leads captured
0
Bookings made
0
Client charged / mo
$799
+$700 margin
Configuration
How this agent is set up. Edit in Settings / Personality / UI.
Modelopenai/gpt-4o
Temperature0.2
Max tokens1,500
RAG top-K5
Similarity threshold0.4
Statusdraft
White-labelOff (default)
Knowledge sources
2 documents, 1 crawled website
https://coastalcapital.io
9 pages
Loan Products Overview.pdf
7 chunks
Qualification Criteria.docx
4 chunks
Manage all sources
Embed on coastalcapital.io
One line of code. Paste in your client's site. Shows 'Powered by Automation Agents' badge. Remove for $50/mo.
<script
  src="https://cdn.automationagents.ai/embed.js"
  data-agent="coastal-capital-demo"
  data-theme="light"
  async
></script>
Configure personalityWhite-label UIManage sourcesView activity