Frontline Agent
Qualifies
Greets every conversation, asks qualifying questions, reads intent, and tags the lead. Lead qualification
Hands off with
##transfer_agent## : 18
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.
Qualifies
Greets every conversation, asks qualifying questions, reads intent, and tags the lead. Lead qualification
Hands off with
##transfer_agent## : 18Sells
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## : 3After the sale
Answers after-sale questions from the knowledgebase and closes finished chats. Customer support
Closes with
##mark_as_solved##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## : 335Running 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.
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.
Type ## in the System Prompt box.
Pick a label, sequence, field, or agent from the autocomplete list. The interface shows names.
The prompt always stores the numeric ID, like ##add_label## : 12.
Shopify actions require ##shopify_store## first. WooCommerce actions require ##woocommerce_store## first. Pick a connected store, or other store tags will not save.
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.
##add_label## : 12Add a label
##remove_label## : 12Remove a label
##save_custom_field## : 42Save a custom field
##assign_sequence## : 8Assign a sequence
##remove_sequence## : 8Remove a sequence
##trigger_bot_flow## : 15Trigger a bot flow / postback
##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_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
##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 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 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
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.
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.
Attached Knowledge (3)
Photos and galleries live in Media. PDFs live in File. Both are trained once.
Here you go. Which colour are you leaning towards?
The reply ends with a question, so the sale keeps moving.
Learn more: train your agent on FAQs, URLs, files, APIs, and Google Sheets.
Images belong under Knowledge Sources, never as URLs in the prompt.
Build a Knowledge Set once and reuse it across Frontline, Sales, and Support.
If the two disagree, the system prompt controls behavior.
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.
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.
Cart · 1 item
$890CheckoutSome 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.
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.
##shopify_get_order_details##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 InboxInbox IQ
Churn risk 12%
Sentiment: Positive
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.
##assign_sequence## : 8##follow_up## : 24Run 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.
Interface previews are illustrative.
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.
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 ReviewOver 40% of high-intent leads arrive outside standard business hours, when most teams aren’t watching the inbox.
WhatsApp messages see an open rate of around 98%, far above traditional email or web forms.
People use WhatsApp worldwide, so your buyers are already there. Selling in the chat meets them where they are.
Your AI sales agent answers in seconds, at night and on weekends, then hands a warm lead to a person.
Real photos, catalogs, and live order data turn a quote into a confident yes.
Labels, fields, and notes travel with the lead, so closers never start cold.
Everything people ask about AI sales agent software and AI sales assistants before putting one in front of real buyers.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
The system prompt wins. It controls behavior, while the knowledgebase only supplies information.
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.
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.
##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.
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.
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.
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.
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.
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.
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.
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.
Prompts, catalogs, store actions, or multi-agent routing — we can help you go live.
Complete setup guideContact UsPut 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.