F
Frontline Agent
Qualifies
Greets every conversation, asks qualifying questions, reads intent, and tags the lead. Lead qualification
Hands off with
##transfer_agent## : 18AI Sales Agent · Multi-Agent Configuration
Configure an AI Sales Agent in Plain Language. Route it Like a Team.
- Actions written as
##action## : id - Photos and PDF catalogs sent from your knowledgebase
- Shopify and WooCommerce order data, mid-chat
Your AI virtual sales assistant, on the channels your buyers already use
- Messenger
- Telegram
- Website chat
Multi-agent routing
One specialist per job, handed off without a dispatcher
Each agent has its own role and its own system prompt, so your AI sales agent stays focused on selling while other agents qualify and support. Enable them independently under Agent Configuration, let routing rules decide who a conversation reaches first, and let ##transfer_agent## handle every handoff after that.
Agent Configuration · Live routing (example)New conversation enters here
S
Sales Agent
Sells
The AI sales assistant at the center of the team. Handles pricing, products, and objections, sends photos and catalogs, checks store data, and asks for the sale.
Brings in a person with
##assign_human_role## : 3C
Support Agent
After the sale
Answers after-sale questions from the knowledgebase and closes finished chats. Customer support
Closes with
##mark_as_solved##Your team
Closes
Closers pick up the thread in the Shared Inbox with the labels, fields, and notes the AI already saved. Shared Inbox
Or assign one person
##assign_human_member## : 335Routing rules
Example setupNew conversationFrontline Agent
Budget confirmed, intent to buySales Agent
Question about an existing orderSupport Agent
Bulk quote or custom requestHuman role (round robin)
Running several products or regions? Configure separate AI sales agent instances, each with its own system prompt and knowledge, then route by product line, language, or region.
Unlike a scripted chatbot, every agent reasons about the conversation instead of matching keywords. Rules and IDs above are examples. Full walkthrough: how to create and configure AI agents, or see the AI Agents overview.
System prompt actions
Write what the agent should do. Add actions where it should act.
The prompt is plain language. Wherever the agent needs to do something real, you write an action in the format ##action_name## : id. Type ## in the prompt box to autocomplete from a list. Because the logic is written in plain words, this AI sales assistant software is something you can read, edit, and explain to your team.
How to write an action
- 1
Type
##in the System Prompt box. - 2
Pick a label, sequence, field, or agent from the autocomplete list. The interface shows names.
- 3
The prompt always stores the numeric ID, like
##add_label## : 12.
Bind the store first
Shopify actions require ##shopify_store## first. WooCommerce actions require ##woocommerce_store## first. Pick a connected store, or other store tags will not save.
No image URLs in the prompt
Add product and gallery images under Knowledge Sources (Media). The agent can send them when the customer asks for photos.
Example prompt. IDs are examples; yours come from the autocomplete list.
Tag and capture
##add_label## : 12Add a label
##remove_label## : 12Remove a label
##save_custom_field## : 42Save a custom field
Nurture
##assign_sequence## : 8Assign a sequence
##remove_sequence## : 8Remove a sequence
##trigger_bot_flow## : 15Trigger a bot flow / postback
Hand off
##transfer_agent## : 18Hand off to another AI agent
##assign_human_member## : 335Always assign to this one team member
##assign_human_role## : 3Round robin between the available members of a team role
Call any HTTP API
##call_http_api## : 5 | reply_with_response | status, messageCall the API, then reply using the selected response fields
##call_http_api## : 5 | reply_with_static_reply | Thank you! We received your request.Call the API, then send this fixed customer reply
##call_http_api## : 5 | no_replyCall the API silently, with no customer message
Keep conversations clean
##mark_as_solved##Mark the conversation as solved when the issue is done
##skip_reply##Do not reply to vague or irrelevant questions
##block_subscriber##Block the subscriber if the message is spam
##follow_up## : 24Set an internal staff follow-up reminder (hours from now)
##add_note## : Customer wants a callbackSave an internal inbox note, never sent to the customer
Shopify actions
Shopify AI AgentIntegration guide
##shopify_store## : 12Bind a connected Shopify store
##shopify_get_order_details##Look up order status (the customer sends the order number)
##shopify_recommend_products##Search and recommend products
##shopify_update_order_tag## : whatsapp-connectedAdd that exact tag to the order
##shopify_cancel_order##Cancel an order when the customer asks
WooCommerce actions
WooCommerce AI AgentIntegration guide
##woocommerce_store## : 12Bind a connected WooCommerce store
##woocommerce_get_order_details##Look up WooCommerce order status
##woocommerce_recommend_products##Search and recommend WooCommerce products
##woocommerce_update_order_note## : whatsapp-connectedAdd that exact note to the order
##woocommerce_cancel_order##Cancel a WooCommerce order when the customer asks
Visual selling · Knowledgebase media
Don’t describe the product. Show it.
Buyers commit to what they can see. When a customer asks for real photos, a demo, or the full catalog, the AI sales agent answers from the media you trained it on and sends the files in the same chat. No hunting through a gallery, no waiting for a teammate.
1The customer asks
Can I see it in a real room?
Also, send me the catalog.
Real photos, a demo, a catalog: the moment buyers usually go quiet, or wait for a human.
2The agent finds it
Attached Knowledge (3)
Oslo real-room galleryMatched
Oslo-Collection-Catalog.pdfMatched
Live pricing (Google Sheet)Sheet
Photos and galleries live in Media. PDFs live in File. Both are trained once.
3It sends the right file
Oslo-Collection-Catalog.pdf
Here you go. Which colour are you leaning towards?
The reply ends with a question, so the sale keeps moving.
Train it on anything you sell with
- Content
- URL
- File
- Media
- Google Sheet
- API
Learn more: train your agent on FAQs, URLs, files, APIs, and Google Sheets.
Media, not URLs
Images belong under Knowledge Sources, never as URLs in the prompt.
One set, every agent
Build a Knowledge Set once and reuse it across Frontline, Sales, and Support.
Prompt wins
If the two disagree, the system prompt controls behavior.
Built into BotSailor
Native features that make your AI sales agent stronger
This AI sales agent software doesn’t work alone. Catalog, calling, stores, inbox, broadcasts, and ads sit on the same platform, so a sale can start, move, and close without switching tools.
Native WhatsApp e-commerce: catalog and checkout
Sync your Meta catalog into BotSailor under e-Commerce Catalog and let the AI sales agent sell from it right inside the chat. Add WhatsApp Pay to your catalogue where it is available.
Oslo 3-seaterGrey · $890Add to cart
Oslo 3-seaterSand · $890Add to cart
Cart · 1 item
$890CheckoutHigh-ticket closing support: WhatsApp Calling
Some purchases close on a voice call, not in text. Move a ready buyer from chat to a WhatsApp call with your closer, who starts with the AI’s notes and lead fields already on the thread.
QQueen’s F.WhatsApp voice call · 04:32
Smart store integrations: Shopify and WooCommerce
Look up live order status from the order number, recommend products from your real store, and tag, note, or cancel orders when the customer asks.
Order #1042
##shopify_get_order_details##PlacedPackedShippedDelivered
AI-powered sales command center: Shared Inbox
Inbox IQ scores every lead, a built-in CRM sits beside the chat, and your team can Join Chat, then Pause AI or Pause Bot, and resume when they’re done.
Explore Shared Inbox78/ 100
Inbox IQ
Churn risk 12%
Sentiment: Positive
NewQualifiedProposalWon
Deal value$2,400
SourceWhatsApp ad
Join ChatPause AI
Proactive re-engagement: broadcasting and follow-ups
AI outbound sales for WhatsApp: an outbound AI sales agent that revives quiet leads with automated follow-ups on pre-approved templates, starts sequences from the prompt, and reaches a whole segment of opted-in contacts with a broadcast.
- Quote sentSales Agent shares the price and catalog
- Lead goes quietFollow-up template re-opens the chat
##assign_sequence## : 8 - Your team is remindedStaff reminder
##follow_up## : 24 - New arrivals, offers, launchesBroadcast to a segment, with delivery reports
Instant funnel entry: Click to WhatsApp Ads
Run ads that open straight into a WhatsApp chat instead of a landing page. Your AI sales assistant starts selling on the customer’s first reply.
See how Click to WhatsApp Ads work
Interface previews are illustrative.
Industry insight
The first reply, on the right channel, decides who wins the sale
Buyers compare several sellers at once. The one who answers first, with the right proof, usually gets the conversation. That is what the best AI sales agents for boosting revenue have in common: they reply in seconds, show proof, and hand warm buyers to a person.
21x
Responding to a lead within 5 minutes increases the odds of qualifying them by 21x, yet the average B2B response time is 42 hours.
Harvard Business Review40%+
Over 40% of high-intent leads arrive outside standard business hours, when most teams aren’t watching the inbox.
98%
WhatsApp messages see an open rate of around 98%, far above traditional email or web forms.
2B+
People use WhatsApp worldwide, so your buyers are already there. Selling in the chat meets them where they are.
Speed
Your AI sales agent answers in seconds, at night and on weekends, then hands a warm lead to a person.
Proof
Real photos, catalogs, and live order data turn a quote into a confident yes.
Context
Labels, fields, and notes travel with the lead, so closers never start cold.
FAQ
Frequently asked questions
Everything people ask about AI sales agent software and AI sales assistants before putting one in front of real buyers, sorted by topic.
01What is an AI sales agent?
An AI sales agent is a specialist that takes over once a lead shows buying intent. On BotSailor it answers pricing and product questions, sends real photos and catalogs from your knowledgebase, looks up store data, and brings in your team through system prompt actions when a person should close.
02What is the difference between an AI sales assistant and an AI sales agent?
The terms overlap. An AI sales assistant helps buyers in conversation, while an AI sales agent also takes actions such as tagging leads, saving fields, calling an API, or handing off to a person. BotSailor's AI sales agent does both, because its actions are written into the system prompt.
03How is it different from a scripted chatbot?
A scripted bot matches keywords to fixed replies. The Sales Agent reasons about the conversation and takes real actions, such as tagging, saving fields, calling an API, transferring to another agent, or assigning a teammate, all written in its system prompt.
04Do I need to code anything?
No. You write plain-language instructions plus action tags picked from autocomplete. To reach an external CRM or webhook,
##call_http_api## calls the API you configure.05What is a sales AI assistant?
A sales AI assistant answers buyer questions, shares product proof, and moves leads toward a purchase without waiting for a person. On BotSailor, that sales AI assistant works on WhatsApp, Instagram, Messenger, Telegram, and website chat, and it suits stores, agencies, real estate, education, and SaaS teams.
06What is AI sales assistant software?
AI sales assistant software handles buyer conversations for your sales team. BotSailor pairs an AI sales assistant with a system prompt action engine, a knowledgebase, multi-agent routing, and a Shared Inbox, so it works as full AI sales agent software instead of a lone chat widget.
07Does AI sales agent software replace my CRM?
No. The Shared Inbox includes a lightweight conversational CRM beside every chat, and if you already use an external CRM,
##call_http_api## can push the same lead data out. AI sales agent software handles the conversation, while your CRM can keep the records.08How do I choose the best AI sales agent for my business?
Test it on your own conversations. The best AI sales agent for you answers accurately from your real product data, takes actions you can see in its prompt, and hands buyers to your team with context. Check that you can edit its behavior in plain language.
09What should the best AI sales agents for boosting revenue be able to do?
The best AI sales agents for boosting revenue reply in seconds at any hour, show real photos and catalogs, read live order and product data, and bring in a person for the close. BotSailor's AI sales agent covers these with system prompt actions, knowledgebase media, store integrations, and the Shared Inbox.
10What should I look for in the best AI sales assistant software?
Look for AI sales assistant software you can configure without code, connect to your store and CRM, route across several agents, and hand over to your team at any point. The best AI sales assistant software also lets you read exactly how the agent decides.
11Is an AI powered sales assistant worth it for a small team?
Often more so. A small team feels a slow reply the most, and an AI powered sales assistant means no buyer waits on one person's calendar while your team spends time on conversations that are ready for a person.
12Can an AI virtual sales assistant work on Instagram and Messenger too?
Yes. Conversations from WhatsApp, Instagram, Messenger, Telegram, and website chat land in one Shared Inbox, so your AI virtual sales assistant and your team work from the same queue.
13How do I write actions in the system prompt?
Use the format
##action_name## : id, for example ##add_label## : 12. Type ## in the System Prompt box to autocomplete, then pick a label, sequence, or field from the list. The interface shows names; the prompt always stores numeric IDs.14How does multi-agent routing work?
Each agent is enabled independently under Agent Configuration. Routing rules decide which agent a conversation reaches first, and
##transfer_agent## hands it to another AI agent, for example from Frontline to Sales, without the customer repeating anything.15Can I run more than one AI sales agent?
Yes. Configure separate AI sales agent instances, each with its own system prompt and knowledge, then use routing rules to send conversations to the right one by product line, language, or region.
16Can the agent push a lead to my CRM?
Yes.
##call_http_api## can send a captured lead to a CRM or webhook in the middle of a conversation, then reply with response fields, send a fixed message, or stay silent.17Can it send product photos and catalogs?
Yes. Add photos and galleries under Knowledge Sources (Media) and PDFs under File. When a customer asks for real photos, a demo, or a catalog, the agent can send them in the chat. Keep image URLs out of the system prompt.
18What can I train the agent on?
Content you paste in, URLs, uploaded files, media, a live Google Sheet, and API feeds. Build a Knowledge Set once and reuse it across your Frontline, Sales, and Support agents.
19What if the knowledgebase and the system prompt disagree?
The system prompt wins. It controls behavior, while the knowledgebase only supplies information.
20Does it work with Shopify and WooCommerce?
Yes. Bind a connected store first with
##shopify_store## or ##woocommerce_store##. Then the agent can look up order status, recommend products, update an order tag or note, or cancel an order when the customer asks.21Can it sell from my WhatsApp catalog?
Yes. Connect your Meta catalog, sync it in BotSailor under e-Commerce Catalog, and the agent can sell from it in the chat. You can also add WhatsApp Pay to the catalogue where it is available.
22Can my team take over a conversation?
##assign_human_member## assigns a specific teammate and ##assign_human_role## round-robins across a team role. In the Shared Inbox, Join Chat lets a person step in, Pause AI and Pause Bot stop automation so the customer is not answered twice, and Resume switches it back on.23What is Inbox IQ?
Inbox IQ reads the latest messages on a thread and gives your team a short summary, a lead score out of 100, churn risk, sentiment and trend, whether the person is already a customer, and one recommended next action.
24Can I start sales conversations from ads?
Yes. Click to WhatsApp Ads open straight into a chat, and your agent starts the conversation the moment the customer replies, so the lead never restarts in another tool.
25Can it work as an outbound AI sales agent?
Partly. As an outbound AI sales agent, it follows up with opted-in contacts through sequences, pre-approved WhatsApp templates, and broadcasts, and Click to WhatsApp Ads start conversations it picks up on the first reply. It does not message people who never opted in.
26How does AI outbound sales work on WhatsApp?
AI outbound sales here means proactive messages to opted-in contacts. Broadcasts reach a segment, automated follow-ups revive quiet leads on pre-approved templates, and the agent can start a sequence with
##assign_sequence##. Replies come back to the same AI sales agent.27Is this an AI voice sales agent?
No. The AI sales agent on this page sells through chat, so it is not an AI voice sales agent. For high-ticket deals, WhatsApp Calling lets your team move a ready buyer from chat to a voice call.
28Can it do AI cold calling?
No. AI cold calling means an AI phoning people who never asked to hear from you. BotSailor's AI sales assistant works with people who message you or opted in, and starts conversations through ads, follow-ups, and broadcasts instead.
29Does it handle AI outbound calling or AI outbound sales calls?
It does not place AI outbound calling or AI outbound sales calls, and it is not an AI cold calling tool. Outbound here means messages to opted-in contacts, and any voice call is taken by your team through WhatsApp Calling.
Talk to a sales automation expert
Prompts, catalogs, store actions, or multi-agent routing — we can help you go live.
Complete setup guideContact usPut an AI Sales Agent on your WhatsApp today.
Put your AI sales assistant to work: write the prompt, add your photos and catalogs, set the routing, and let your team close the deals that matter.