Setting up the AI sales agent is not a single switch you turn on. It involves preparing your sales email, connecting your CRM, providing product knowledge, and sharing examples of how your team handles lead conversations.

Use this article to understand the full process first, so you know what work is required and how long onboarding might take.

Most operators can complete the core technical configuration in under 2 hours, followed by a 1-week "Shadow Mode" period to refine the agent's accuracy before it starts emailing leads directly.

Managing a high volume of initial sales inquiries often leads to delayed response times or leads falling through the cracks. The AI Sales Agent bridges this gap by providing instant, accurate replies to potential members, ensuring no opportunity is lost while your team focuses on closing deals.

The AI Sales Agent lives within the AI Hub and integrates directly with your email and CRM, acting as a digital extension of your sales team. By training the agent on your specific inventory and FAQs, you can transition from manual email triage to an automated system that qualifies leads and schedules tours in line with your business rules.

The onboarding of your AI sales agent consists of 10 steps. Read below for more information and links to the relevant help articles with detailed instructions.

Before you set up your sales agent, decide what products it will sell.

Set up the sales agent's email address and configure its settings and email forwarding. Create an email address for the agent—this will be the email address your leads receive replies from.

Set basic guidance rules for how the sales agent should communicate. Define tone, style, length, and phrasing. You can also set product-specific guidance.

Define how the agent handles out-of-scope or human-needed cases.

Keep the agent in shadow mode to allow it to observe and suggest responses, without interfering with the customers.

Send test queries and see how conversations with the agent flow.

An important part of the process is iteration and regular performance reviews. Plan your time and schedule internal weekly or biweekly performance reviews to address any issues and ensure the sales agent works optimally for your business.

During your weekly performance reviews, apply any tweaks to your guidance to ensure the agent works exactly as intended.

Once you are done configuring the agent, it's time to go live. Keep the agent in Shadow mode and make it active only for the products you have tested it on. It will start answering customer queries for you.