Connecting with potential clients efficiently is a challenge that a lot of businesses face. Sanjay Bhatia, a tech innovator with multiple seven- and eight-figure exits, has provided a solution with an unprecedented level of impact.  With Runday.ai, his AI-driven platform, companies can now create AI agents that engage, qualify, and convert leads around the clock. […] The post Sanjay Bhatia’s Runday.ai: How to Build and Customize Your AI Agent for Maximum Impact in Lead Generation appeared first on TechBullion.Connecting with potential clients efficiently is a challenge that a lot of businesses face. Sanjay Bhatia, a tech innovator with multiple seven- and eight-figure exits, has provided a solution with an unprecedented level of impact.  With Runday.ai, his AI-driven platform, companies can now create AI agents that engage, qualify, and convert leads around the clock. […] The post Sanjay Bhatia’s Runday.ai: How to Build and Customize Your AI Agent for Maximum Impact in Lead Generation appeared first on TechBullion.

Sanjay Bhatia’s Runday.ai: How to Build and Customize Your AI Agent for Maximum Impact in Lead Generation

2025/11/30 00:27
4 min read
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Connecting with potential clients efficiently is a challenge that a lot of businesses face. Sanjay Bhatia, a tech innovator with multiple seven- and eight-figure exits, has provided a solution with an unprecedented level of impact. 

With Runday.ai, his AI-driven platform, companies can now create AI agents that engage, qualify, and convert leads around the clock. His goal is to unite human and AI agents for unstoppable growth.  

Runday.ai simplifies sales and customer engagement through hyper-personalized outreach. The agent Alice is an AI brand ambassador that communicates with prospects via Messenger, WhatsApp, SMS, Slack, and websites. Alice answers questions, books appointments, and ensures follow-ups to help businesses achieve higher engagement and faster conversions.

Here’s how companies can create and customize their AI agent to match their business needs:

Building the First Agent

  • Start the Process: Visit the Runday.ai website and enter the company email and website. Click “Build AI Agent.” Within seconds, the AI agent will be created.
  • Agent Menu Options: Once created, the top-right hamburger menu provides four options: Edit, Sync, Upload, and Settings. Click Edit to begin customization.
  • Sync Updates: After making changes, always click Sync to see the updates live on the agent interface.

Customizing Appearance and Messages

  • Set Icon, Background, and Title: Go to the Settings tab in the spreadsheet interface. Replace default URLs with custom images and update the agent’s title.
  • Update Intro Message: In the Questions tab, edit the text in row 2 to set a welcoming message for visitors. Example: “Welcome to our cozy book café, where every page turns into a delightful adventure. Grab your favorite book and a warm cup of coffee, and immerse yourself in a world of stories. What would you like to do?”
  • Button Functions: Create interactive buttons for actions like shopping or reserving spots. Assign jump words such as ^shop|buy^ for online purchases or ^reserve|spot|events^ for booking appointments.
  • Team Integration: Add team members’ emails to the spreadsheet so the agent can manage bookings. Sync their calendars for scheduling.

Advanced Features

  • Appointment Booking: The agent can collect names, emails, and preferred time slots, then confirm appointments automatically.
  • Customer Support: Create a “Support” button or jump word to redirect inquiries to the support team. This ensures quick assistance for questions, refunds, or event changes.
  • Payment Integration: Connect Stripe to your agent for processing payments. Set product options and prices to allow customers to purchase directly through the AI agent.
  • Outbound Messaging: Launch campaigns via SMS (through Twilio) or WhatsApp (via Meta). Outbound messages can be fully automated using pre-approved templates.

Runday.ai manages agents through a single Google Sheets spreadsheet. This interface allows businesses familiar with spreadsheets to fully customize the agent without coding knowledge. Companies can modify messages, add images, set validation rules, schedule appointments, and define roles, all from one central dashboard. 

About The Founder: Sanjay Bhatia

Sanjay Bhatia is a seven-time AI entrepreneur and a recognized member of the Forbes Technology Council. He has founded and scaled companies such as Runday.ai and Izenda, which use AI to improve revenue, increase sales, and enhance operational efficiency for startups and enterprises. 

Bhatia transforms complex processes into actionable, data-driven strategies, particularly through AI agents that qualify leads, personalize marketing, and deliver near-human customer interactions. 

In a Forbes article, Bhatia emphasizes that AI agents can analyze data faster than humans, generate hyper-personalized experiences, and make automated customer service feel authentic and engaging. He also stresses the importance of combining AI insights with human judgment. This ensures organizations adopt AI thoughtfully while maintaining data quality, security, and internal buy-in. 

Apart from his entrepreneurial achievements, Bhatia is an artist, acro-yogi, and Ayurvedic lifestyle coach. He combines creativity, mindfulness, and technology to reimagine how businesses connect with customers. He wants to create AI systems that empower teams, drive revenue growth, and enhance customer experiences through everything the company does.

Conclusion

Sanjay Bhatia’s Runday.ai makes it easy for businesses to build AI agents that work tirelessly to engage prospects, book appointments, and support customers. It combines intuitive customization tools, multi-channel messaging, and advanced scheduling capabilities. This transforms how businesses manage leads. 

If you want an agent to enhance your website, collect payments, or run outbound campaigns, the platform provides a straightforward and scalable solution. You can create your AI agent today, sync your updates, and watch your business grow with an assistant that never sleeps.

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