AI Sales Agent — Let Your Bot Actively Sell

AI Sales Agent — Let Your Bot Actively Sell

The AI Sales Agent upgrades your WhatsApp bot from "answers questions" to "actively sells". It can recommend products, upsell, build a cart, and place cash-on-delivery orders — following a persona, autonomy level, and discount policy that you control. Configure it at Dashboard → AI Sales Agent.

Plan requirement: The AI Sales Agent is a Business plan feature. On lower plans you'll see an upgrade prompt instead of the settings.

Two guardrails that never change, regardless of settings: the agent never invents prices (every price comes from your product catalog), and placing an order always requires the customer to explicitly confirm the cart and total.

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Turning It On

The Agent enabled toggle switches the sales agent on for WhatsApp. When it's off, WhatsApp replies fall back to the standard knowledge-base bot (your normal Q&A assistant).

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Persona

• Agent name (optional) — what the agent calls itself (e.g. "Sana").
• Tone — Professional, Friendly, or Casual.
• Sales goals / focus (optional) — free-text guidance the agent follows, e.g. "Prioritize our new arrivals; always mention free delivery over Rs. 3000."

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Autonomy Level

This is the most important setting — it decides how far the agent can act on its own:

• Suggest only — recommends products and answers questions, but never builds a cart or places an order; it hands off to a human for the actual purchase.
• Act with confirmation (recommended) — can build a cart and place a COD order, but order placement always requires explicit customer confirmation.
• Act — proactively adds items to the cart when the customer shows clear interest. Order placement still always requires explicit customer confirmation.

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Selling Policy

• Upsell / cross-sell — when on, the agent suggests complementary or higher-value items when it fits naturally.
• Max discount (%) — the ceiling on any discount the agent may offer. 0 means it may never discount. Prices always start from your catalog.
• Auto-handoff after N failed replies — if the agent can't confidently answer this many times in a row (1–10), it hands the conversation to your team so a customer never gets stuck.

Click Save to apply your changes.

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Performance Dashboard

Above the settings, a Performance panel (switchable across 7 / 30 / 90 days) shows how the agent is doing:

• Attributed orders and attributed revenue — orders the agent closed
• Recommendation acceptance — how often customers took its suggestions
• Upsell take-rate — how often upsells were accepted
• Handoff rate and fallback rate — how often it escalated or couldn't answer
• Estimated cost and conversations handled (with a note if any are near today's usage cap)
• Agent turns per day chart, plus lists of recent agent-closed orders and recent handoffs

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How It Relates to Other Features

• It sells from your product catalog and uses the same WhatsApp Commerce cart and COD flow.
• Orders it closes appear in Orders and count toward customer segments.
• When it can't help, it uses the same human handoff as the rest of the bot.

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Troubleshooting

• I don't see the settings — the agent is a Business feature; upgrade from Dashboard → Pricing.
• The agent isn't selling — confirm the Agent enabled toggle is on and your catalog has active products with prices.
• It's discounting too much / not at all — adjust Max discount (0 disables discounts).
• Customers get escalated too quickly — raise the auto-handoff threshold.
• No performance data — metrics appear once the agent has handled conversations in the selected window.