AI Sales Agent for 24/7 Conversational Selling

Bind a store with ##shopify_store## or ##woocommerce_store##, then use ##shopify_recommend_products## or ##woocommerce_recommend_products##. The agent searches live catalog data — price, stock, variants — instead of guessing from a static list.

##save_custom_field## : 42 writes a value to a custom field on the contact — useful for capturing budget, company size, preferred plan, or product interest directly from the conversation.

Instruct the agent to use ##add_label## when purchase intent is clear, then ##assign_sequence## to enroll that contact in a sales follow-up. Those same segments feed WhatsApp broadcasting campaigns.

reply_with_response replies using specific fields from the API’s response; reply_with_static_reply sends a fixed message regardless of what the API returns; no_reply calls the API silently, with nothing sent to the buyer. Use this to push a qualified lead into your CRM in the background.

Yes — ##add_note## : Ready for a demo this week saves an internal note in the shared inbox, and ##follow_up## : 24 sets a staff reminder a set number of hours from now.

Routing rules match the topic of an incoming message — pricing, product questions, order issues — to the right specialist. An agent you have created but not enabled under Agent Configuration simply will not be part of that routing.

The Sales Agent can trigger ##transfer_agent## : 18 to hand the conversation to another AI agent — for example, transferring a refund question to Support — without the buyer repeating themselves.

##transfer_agent## moves the conversation to another AI specialist. ##assign_human_member## or ##assign_human_role## hands it to an actual closer in your shared inbox — one specific teammate, or a round-robin across a team role — typically once the buyer is ready to talk to a person.

Yes — ##mark_as_solved## closes the conversation once the agent judges the question resolved, so your inbox does not fill up with chats that already turned into a recommendation or a booked follow-up.

No — bind the store once with ##shopify_store## or ##woocommerce_store##, then product-recommendation and order-lookup actions become available. See Shopify with WhatsApp and WooCommerce with WhatsApp.

Under Knowledge Sources (Media), not inside the prompt — pasting image URLs directly into the system prompt is not supported. The agent pulls from that media library and sends the right image when a buyer asks for photos.

Yes. Attach content, URLs, files, media, Google Sheets, and API feeds to one Knowledge Set, then reuse that set on the Sales Agent. Update a source once, and every agent using that set answers with the change immediately.

Yes — labels, sequences, custom fields, and follow-up reminders all work alongside the agent, so CRM organization and internal workflow sit next to the conversation. WhatsApp broadcasting handles the proactive side, and the visual flow builder handles scripted journeys.

Yes — many teams start with a single Sales Agent answering product and pricing questions, then add catalog recommendations, CRM writes, and a Lead Qualification Agent once the first one is proven out.

It escalates — using ##assign_human_member## or ##assign_human_role## to hand the conversation to your team, with ##add_note## capturing context so the closer picking it up is not starting cold.

Yes, when it is configured with clear qualification and escalation rules. Treat the agent as the first line of response — answering catalog questions and tagging intent instantly — while high-value or sensitive deals route straight to a human.