Configure an agent for sales questions

Help customers understand your products and identify their next step. Your workspace agent can explain published information and hand individual commercial questions to your team. This setup requires an Admin and does not add a separate Sales Agent product or CRM integration.

Sales knowledge

Prepare current specifications, published prices and relevant FAQs. Keep short-term offers easy to deactivate so expired promotions do not continue to influence answers.

Agent setup

1. Add the sources to the workspace's knowledge base.
2. Select the workspace in AI agent and configure its name and tone.
3. Save Guidance and a suitable Handoff message.
4. Test product comparisons, pricing questions and requests for a person.

Example guidance:

Ask which published requirements matter when someone compares our packages. Do not promise discounts or custom delivery dates. Hand individual commercial decisions to the team.

Sales boundaries

Check that the agent distinguishes between explaining an option and taking an action. This configuration does not provide:

• Custom quote creation or discount approval.
• Meeting booking.
• CRM pipeline updates.

Contact capture depends on the installed channel. Check what is available before planning a lead-capture workflow around it.

Related guides: Agent purpose, Guidance, Testing responses.