How to Build an AI Agent for Pre-Sales Customer Support

Ma Li

Mar 10, 2025

Best AI Agent Builder -- Recomi
Best AI Agent Builder -- Recomi
Best AI Agent Builder -- Recomi
Best AI Agent Builder -- Recomi

TABLE OF CONTENTS

What Is Pre-sales Customer Support

Pre-sales customer support plays a crucial role in guiding potential buyers toward the right decision. When customers come to your business, they aren't just looking for products—they're looking for solutions to their problems. By providing clear information, answering questions, and addressing concerns upfront, businesses can help customers feel more confident in their choices, ultimately increasing the likelihood of a purchase.

In a competitive market, strong pre-sales support can set a business apart, ensuring that potential buyers don't just see a product but understand its value and how it fits their needs. Instead of focusing solely on selling, the goal should be to educate and support customers, making it easier for them to make the best decision.

In this blog, we're going to show you how to build an AI agent for pre-sales customer support without coding.

Build Your Pre-Sales Support AI Agent

The AI agent builder we use is Recomi— a no-code AI agent building platform that allows you to create AI agents instantly from your data.


Step 1. Sign in to Recomi

Sign in to Recomi with your Email.


Step 2. Upload Your Files and Set Up Your AI Agent

  1. Click Create Agent or Create New Agent on the page. 


  2. Set a name for your agent, for example, Chocolate Picker, and upload your data file, and set some preferential settings.

    In this example, we use the chocolate sales data downloaded from Kaggle


  1. Now, you can test whether your AI agent works well.

    For example, try "Which type of chocolate is most popular?"


Step 3. Integrate the AI Agent with Your Website

Click the Integration tab, select the embedding method you prefer, and follow the guide to complete the integration.


Conclusion

With Recomi, building an AI agent for pre-sales customer support has never been easier. With its no-code interface and efficient deployment process, you can quickly create and integrate AI-powered agents that engage potential customers, answer inquiries, and drive conversions—all without writing a single line of code. Whether you're a solo entrepreneur or a growing business, Recomi empowers you to streamline customer interactions and enhance your sales funnel with minimal effort. Start building your AI agent today and transform your pre-sales support into a seamless, automated experience!


FAQ

What is the best tool to build AI agents?

Recomi. Recomi allows you to create and embed AI-powered agents into your website or application effortlessly. It features:

  • Easy Embedding: Supports both chat bubble (ideal for website builders like Bubble, Framer, Webflow, and Wix) and iframe for seamless integration into web apps.

  • No-Code & Developer-Friendly: Whether you're a business owner or a developer, you can set up an AI agent in minutes.

  • Customizable & Scalable – You can tailor your AI agent’s behavior, knowledge base, and appearance to fit your brand and user needs.

With Recomi, building AI agents is simple, efficient, and highly adaptable. 


Can AI agents make money?

Absolutely! AI agents are not just smart assistants—they can be powerful revenue-generating tools. With platforms like Recomi, businesses can easily deploy AI agents to drive engagement, boost conversions, and automate services, leading to direct and indirect revenue opportunities.

Some ways AI agents can make moneys:

  • Lead Generation & Sales: AI agents can qualify leads, answer pre-sale questions, and guide customers to purchase, increasing conversion rates.

  • Customer Support Automation: Reduce support costs while maintaining 24/7 availability, leading to higher customer retention and lower overhead.

  • Upselling & Cross-selling: Intelligent AI interactions can suggest relevant upgrades or additional services based on user behavior.


How are AI agents made?

It depends on the platform that you use to create your AI agents. When choosing Recomi, it's pretty simple:

  1. Sign in to Recomi.

  2. Name the AI agent and upload the files you want to use as the knowledge base, and click Create to complete the creation.

  3. (Optional) Integrate the AI agent with your website, Slack workspace, or others.


Can I create my own AI agents?

Of course yes! 

With Recomi, anyone can create and embed AI agents into their website or application—no coding required. Whether you're a business owner, developer, or content creator, Recomi makes it easy to build AI-powered assistants tailored to your needs.

The procedure is as simple as:

  1. Sign in to Recomi.

  2. Name the AI agent and upload the files you want to use as the knowledge base, and click Create to complete the creation.

  3. (Optional) Integrate the AI agent with your website, Slack workspace, or others.