Objection Handling Agent

Get the documented response to an objection while the call is still running, with the supporting battle card already linked so the rep can use it straight away.

Trigger: an objection is raised during a live call
AI steps: match the objection to the closest documented playbook response
Output: the response, confidence, and supporting battle card sent directly to the rep in Slack

See Agent Template

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Objection Handling Agent: an objection is raised during a live call; match the objection to the closest documented playbook response; the response, confidence, and supporting battle card sent directly to the rep in Slack

How it works

Agent breakdown

A blueprint to adapt, not a fixed recipe. Set the trigger, thresholds, and methodology that fit your team, and each step builds on the last, using the conversation and CRM context you already capture.

Run while the call is live

Trigger

Record-Triggered · An objection is raised

Pull the last two minutes

Action

Get/Lookup · Recording · Calls: the live call

Match it to the playbook

Action

AI Step · Output: the matched response

Send battle card to rep

Output

Send Slack Message · Channel: the rep, direct

TriggerStep 1 of 6

Run while the call is live

The agent runs as soon as an objection is raised during a live call. This gives it time to find the documented response and send it to the rep while they can still use it in the conversation.

Trigger: An objection is raised during a live call
Timing: While the call is still running

ActionStep 2 of 6

Pull the last two minutes

Next, the agent pulls the last two minutes of the live transcript. This captures the objection and what was said just before it, which gives the next step enough context to find the closest playbook response.

Window: The last two minutes
Skips: Repeat objections

ActionStep 3 of 6

Match it to the playbook

Using that excerpt, the agent compares the objection with the documented responses in the playbook and selects the closest match. It returns the response, the supporting content to send, and a confidence. If nothing in the playbook fits, it says so rather than improvising an answer.

Prompt

Match the objection raised in the live call to the closest documented response in the playbook.

Input: the last two minutes of the live call transcript and the documented objection-handling playbook.

Identify the objection using the caller's own words.
Find the closest documented playbook response.
Return the documented response without adding or improvising claims.
Include the supporting content that the rep should send or refer to.
Give a confidence for the match.

Rules: use only responses and supporting content from the documented playbook. If nothing in the playbook fits the objection, say so rather than improvising an answer.

Return the matched response, the supporting content to send, and the confidence.

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OutputStep 4 of 6

Send battle card to rep

As soon as it finds a match, the agent sends the response directly to the rep in Slack while the call is still running. The message includes the linked battle card, so the rep does not have to stop and look for the supporting content.

Delivery: While the call is live, once per objection
Includes: Battle card
Escalates to a manager: Never

Output

A matched objection response, confidence, and linked battle card in the rep's Slack

Get the documented response to an objection in Slack while the call is still running. Each message includes the confidence and linked battle card, so you can use the playbook response without leaving the conversation to search for supporting content.