So you’ve decided to add an AI sales agent to your team. Smart move. But like any new hire, your agent doesn’t walk in on day one already knowing who they are, what they sell, or how to reach anyone. You have to set them up for success.
This guide walks you through the key steps to get your agent off the bench and into the field — from giving them a personality to connecting them to your tools.
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Step 1: Give Your Agent an Identity
Before your agent does anything, they need to know who they are and who they’re working for.
Inside your OpenClaw workspace, you’ll create a few simple files:
– **SOUL.md** — This is your agent’s personality. Are they direct and no-nonsense? Warm and consultative? This file shapes how they write emails, respond to prospects, and carry themselves. Don’t skip it — a generic agent sounds like a bot. A well-defined one sounds like a colleague.
– **USER.md** — This tells the agent about *you* and your business. Your products, your market, your preferences, your style. The more context here, the better your agent performs.
– **AGENTS.md** — General operating instructions. How to handle email, what to log, what to escalate, when to reach out to you.
Think of these files as your agent’s onboarding packet. The time you spend here pays dividends in every interaction they have going forward.
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Step 2: Set Up Their Google Workspace Account
Your agent needs their own professional email address — something like `jordan.armstrong@yourcompany.com`. Don’t have them share yours, and don’t use a personal Gmail.
Go into your Google Workspace admin console and create a new user account for the agent. Treat it like any other employee: give them a real name, a real email, and access to what they need (Gmail, primarily).
This keeps their outreach clean, professional, and separate from your own inbox.
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Step 3: Authenticate with Google
Once the account exists, you need to connect it to OpenClaw so your agent can actually send and receive email.
This is done through the Google Workspace MCP integration. You’ll run a quick authentication flow in your terminal — it opens a browser window where you sign in with the agent’s Google account and grant access. After that, OpenClaw handles everything automatically.
If you’re setting up multiple agents, each one gets their own isolated credential profile. They never share tokens or step on each other’s access.
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Step 4: Connect to Telegram (or Your Messaging Platform)
Your agent needs a way to communicate with you — and optionally, with prospects directly. Telegram is a great fit because it’s fast, reliable, and works well with OpenClaw’s notification system.
Set up a Telegram bot for your agent (or connect them to your existing OpenClaw Telegram setup) so they can ping you with updates, flag urgent emails, and keep you in the loop without requiring you to babysit a dashboard.
This is also how you send your agent instructions on the fly — drop a message, and they act on it.
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Step 5: Add the Agent to Quote Rocket
Your agent needs to exist inside Quote Rocket as a user so they can log activity, tag prospects, add notes, and work with your pipeline data.
Go into Quote Rocket and create a user account for your agent. Assign them the appropriate access level for your workflow — typically enough to read and write prospect and note data.
While you’re there, make sure your subscription includes **API access**. The agent communicates with Quote Rocket through the API, not the browser, so this isn’t optional. Check your plan and upgrade if needed.
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Step 6: Flag the User as an External AI Agent
This step is easy to miss, but it matters.
Inside Quote Rocket, find the user profile you just created and flag it as an **external AI agent**. This tells the system it’s dealing with an automated user rather than a human — which affects how activity is logged, how notes are attributed, and how the system handles things like rate limits and API behavior.
It also keeps your reporting clean so you can tell at a glance what your human reps did versus what your AI agents did.
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Step 7: Point the Agent to the API
The last piece is giving your agent the information they need to actually talk to Quote Rocket.
In your agent’s configuration (or their OpenClaw workspace files), provide:
– The **API endpoint URL**
– Their **API key** (generated from the Quote Rocket user profile)
– Any relevant guidelines from the Quote Rocket API docs
Store the API key securely — not in a shared or committed file. Your agent will use this on every run to log activity, search prospects, add notes, and pull data.
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You’re Ready
Once all seven steps are done, your agent has an identity, a professional email, a messaging channel back to you, and full access to your sales pipeline. They’re ready to work.
The real magic comes from the files you wrote in Step 1. The more clearly you define who your agent is, who your customers are, and what good looks like — the better they’ll perform from day one.
Treat them like a new hire, set them up properly, and get out of the way.