PersistIQ

Capture leads and enroll them in PersistIQ campaigns without leaving the chat

A prospect chats with your AI agent, shares their contact details, and gets enrolled into the right PersistIQ email sequence before the conversation ends. Your outbound sales pipeline fills itself from inbound conversations. No manual CSV imports, no missed follow-ups.

Chosen by 800+ global brands across industries

Outbound sales automation inside inbound conversations

Your AI agent creates leads, manages campaigns, and tracks outreach events through PersistIQ, bridging the gap between website conversations and your sales pipeline.

PersistIQ

Use Cases

Outbound pipeline that builds itself

See how sales teams use their AI agent to bridge inbound website conversations with PersistIQ's outbound email automation, turning casual interest into structured sequences.

Instant Campaign Enrollment from Website Chat

A visitor asks about your pricing on the website. Your AI Agent qualifies them with a few questions, creates the lead in PersistIQ with their name, email, company, and role, and enrolls them in a personalized drip campaign. By the time the visitor closes the chat, the first automated email is already scheduled. Your SDR wakes up to a pipeline that filled itself overnight.

Returning Prospects Recognized and Rerouted

A prospect who previously engaged returns to your site. Your AI Agent looks up their PersistIQ lead record, sees they opened but did not reply to the last campaign email, and presents an updated offer. If the prospect shows renewed interest, the agent moves them to a re-engagement campaign with different messaging. Stale leads get a second chance without your rep lifting a finger.

Do-Not-Contact Compliance in Real Time

A visitor asks to be removed from your email outreach. Your AI Agent checks PersistIQ's DNC domain list, removes the lead from their active campaign, and updates their status to archived. The visitor confirms their request is handled within the conversation. Your team avoids compliance violations and maintains a clean sender reputation.

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PersistIQ

PersistIQ

FAQs

Frequently Asked Questions

What happens if a lead already exists in PersistIQ when the agent tries to create them?

The agent handles duplicates through PersistIQ's duplicate_lead_action parameter. You can configure it to update the existing record with new information, return an error so the agent takes a different action, or ignore the duplicate and skip creation. The 'update' option is most common, keeping your lead data current without creating duplicates.

Can the AI agent enroll leads in different campaigns based on their responses?

Yes. The agent evaluates qualification answers during the conversation, lists available PersistIQ campaigns, and selects the matching one. Enterprise leads go into your enterprise outreach sequence. Smaller companies get enrolled in your SMB nurture flow. Campaign routing is determined by the conversation, not manual assignment.

Does the PersistIQ API key give access to all user data?

Yes. PersistIQ's API key is company-wide and grants access to leads, campaigns, and events across all users in your organization. This means the agent can create leads assigned to any rep and enroll them in any team member's campaign. Control which campaigns are available by configuring your agent's routing rules in Tars.

Can the agent track email opens and replies from PersistIQ?

The agent can retrieve PersistIQ events filtered by campaign, lead, user, or time range through the List Events endpoint. This includes email sends, opens, replies, and bounces. If a returning visitor asks about a previous interaction, the agent can reference their engagement history.

Does Tars store lead data from PersistIQ?

No. Tars writes lead data to PersistIQ and reads it in real-time during conversations. Lead records, campaign details, and event history live in your PersistIQ account. Tars acts as the bridge between the conversation and your sales platform without maintaining a separate copy of your lead database.

How does the DNC domain list work with the AI agent?

PersistIQ maintains a Do Not Contact domain list to prevent emails to certain companies. The agent can retrieve this list through the List DNC Domains endpoint. When a visitor from a blacklisted domain chats, the agent can flag this and avoid attempting campaign enrollment, maintaining compliance with your outreach policies.

Can the agent create leads with custom fields?

Yes. The agent retrieves available custom lead fields from PersistIQ through the List Lead Fields endpoint, then populates them when creating or updating leads. If your PersistIQ account tracks fields like 'product interest' or 'company size tier,' the agent captures that data during the conversation and writes it to the correct fields.

How is this different from PersistIQ's native web forms?

PersistIQ's web forms capture static information. Tars AI agents have real conversations, asking follow-up questions, qualifying leads, answering product questions, and then routing the lead into the right campaign. The conversion rate is higher because the prospect is engaged, and the lead data is richer because the agent adapts its questions based on responses.

How to add Tools to your AI Agent

Supercharge your AI Agent with Tool Integrations

Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.

Privacy & Security

We’ll never let you lose sleep over privacy and security concerns

At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.

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