Use case: sales
An AI sales agent that answers buyers while they are still on your site
Train it on your pricing, product and service pages. It answers pre-sales questions in seconds, points buyers to the right next page and collects contact details when a prospect is ready to talk.
Visitor: What is the difference between your Team and Business plans?
Agent: Team covers up to 10 users with standard support. Business starts at 11 users and adds advanced reporting, priority support and a named account manager. Both are billed yearly.
Visitor: We are 18 people. Is there a discount if we pay two years upfront?
Agent: I can't confirm a discount for a two-year term from our information, but the sales team can look at it with you. Would you like to leave your email so they can send you an offer?
Visitor: Yes, anna.berg@example.com
Agent: Thank you, Anna. The sales team will get back to you with an offer for 18 users. Meanwhile, the full Business plan details are on our pricing page.
Buying questions arrive when nobody is there to answer
Prospects compare options in the evening, at weekends and between meetings. If the answer to "which package fits a team of ten?" means filling in a contact form and waiting a day, many move on to whoever answers first. Your sales team, meanwhile, spends hours repeating the same explanations of plans and prices.
What an AI sales agent does for you
It handles the questions that come before a sales conversation, and hands you the people worth calling.
Answers pre-sales questions
Pricing, plan differences, delivery times, contract terms and what is included, answered from your own pages and documents.
Guides buyers to the next step
Tell the agent in its instructions where buyers should go next, such as your pricing page, a demo request form or the contact page, and it links there.
Captures interested prospects
When a visitor shows buying intent, the chat asks for an email address or phone number and alerts your team by email.
Stays on message
Answers come from your content. The agent does not invent discounts or features, and says so when it cannot confirm something.
Shows what buyers ask
Chat logs reveal the questions and objections prospects raise, so you can improve your pages and your pitch.
How to set up a sales agent
Start from the Sales Agent template
Pick the Sales Agent starter template and adjust the instructions: your products, your tone, and what the agent must never promise.
Train it on your sales material
Add your pricing and product pages, brochures and comparison sheets. Write Q&A pairs for answers that must be exact, such as the minimum contract length.
Set up lead capture
Use the AI trigger with a description of a good lead, or keywords such as quote, demo or pricing. Add your sales team's addresses to the alerts.
Test and go live
In the playground, ask the questions your best prospects ask, then add the script tag to your site.
What the sales agent works with
Your sales content
Website pages, PDFs, slide decks and spreadsheets, plus Q&A pairs for answers that must be exact.
Instructions and template
A Sales Agent starter template you can edit: role, tone, what to recommend and what to avoid.
Suggested questions
Up to six clickable questions that open the conversation, such as which plan suits a small team.
Lead capture and alerts
Email and phone capture with AI, rule or keyword triggers, and alerts to you and up to five colleagues.
Live data through actions
Optional custom API actions to check live prices or availability in your own system.
Conversations and dashboard
Full transcripts with search and date filters, and daily charts of conversations, messages and leads.
Frequently asked questions
What is an AI sales agent?
An AI sales agent is a chatbot on your website that answers buying questions, such as prices, plans and delivery, from your own content. It points prospects to the next step and collects contact details from interested visitors. It does not replace your sales team; it handles the first questions and passes you the leads.
Can the AI sales agent book meetings or demos?
There is no built-in calendar or booking. The agent can link to your booking page, or call your own booking system through a custom API action if that system has an API. Lead capture can also collect an email or phone number so your team can arrange the meeting.
Can it negotiate prices or offer discounts?
Only within what you write into its instructions and knowledge, for example a published volume discount. It answers from your content and says when it cannot confirm something, so it will not make up a deal. Custom offers are best left to your team, reached through lead capture.
Can it hand a hot lead to a salesperson inside the chat?
No, intoCHAT has no live chat or human handoff. When a lead comes in, your team gets an email with the contact details and the visitor's latest messages, and can follow up by email or phone.
Does it connect to my CRM?
There is no direct CRM integration. You can export leads as a CSV file and import them into your CRM, and each lead links to its full conversation.
What does an AI sales agent cost with intoCHAT?
You can start on the Free plan with 25 messages a month. For a live sales agent, Starter costs $19 a month for 2,500 messages, and Pro costs $49 a month for 10,000 messages and up to 10 agents.
Put a sales agent on your website
Create your agent free from the Sales Agent template, train it on your pricing pages and test it in the playground before it goes live.
Create your agent freeFree plan, no credit card needed.