Sales Agents

What is a Sales Agent?

A Sales Agent is the AI assistant that actually holds your conversations. When a prospect lands in your DMs, the agent greets them, asks the questions you would ask, figures out whether they are a fit, and guides them toward your goal, whether that is booking a call or making a sale. You are the director. The agent follows the flow and personality you give it, so it sounds like your business and pushes toward the outcome you want. What goes into an agent The agent builder has four tabs, and each one has its own short guide: - Basics: its name, look, the offer it sells, its goal (Close Sale or Book Call), its tone, and an optional written identity. - Sales Flow: the actual conversation, from the agent's opening message through the qualifying questions, including which piece of lead info each step captures and any if/then rules. - Guardrails: the rules that keep it on-brand and on-topic, plus the reasons to walk away from a prospect. - Automation: timing, like how fast it replies, when to give up on a quiet lead, and where to forward new leads. Lead capture lives inside the Sales Flow: each qualification step saves its answer to a field, usually one of your qualification criteria like budget or goals, so everything the agent learns lands on the contact's profile. Contact details for booking and checkout are collected automatically when they are actually needed, so your steps can focus on qualifying. What the agent does on its own You do not script every word. Beyond the flow you write, the agent handles the natural back-and-forth: it answers questions about your offer using the details you added, handles objections, brushes off off-topic tangents, and knows when to stop pushing. When it gets a payment or booking to the finish line, it wraps up politely, and when a conversation needs a human, it goes quiet and flags the contact for you instead of guessing. The guides How your agent runs a conversation and When your agent hands a conversation to you cover this in detail. How an agent fits with everything else An agent does not run on its own. You point an initiative at it (for example, "when someone comments on this reel, start this agent"), and you give it an offer to sell. Prospects it talks to show up in Contacts, and any sales show up in Earnings. The next guide walks you through creating your first one. Related articles - Create your first Sales Agent - Building your sales flow - How your agent runs a conversation - What are Offers?

Create your first Sales Agent

Creating an agent starts with a choice between a ready-made template and a blank slate, then a short Basics screen where you give the agent its identity. Before you start It helps to have an offer created first, since every agent is tied to one. If you have not made one yet, see Create an offer. You can come back here right after. Start from a template or from scratch 1. Go to Sales Agents in the sidebar and start a new agent. 2. You land on the template catalog. There are ten templates, two in each category. Browse everything under All, or narrow by category: Close Sales, Book Calls, Fitness Coaching, High-Ticket Services, and Digital Products. Each card shows the agent's persona, its goal badge (Close Sale or Book Call), its tone, and tags describing the kind of selling it does. 3. Select a card and click Next to Setup, or use Start from scratch to build your own from an empty slate. What a template gives you: a complete working agent. Persona and identity, tone, goal, the agent's opening message, a qualification flow with the questions and capture fields already wired up, guardrails, and automation settings. You then point it at your offer and edit anything you like. What it deliberately leaves to you: prices, product facts, links, and dates all come from your offer rather than the template, so nothing is ever invented about what you sell. Contact details are not captured either, since booking and checkout collect those automatically. If you use connected Calendly, you set that up yourself after picking the template. Templates are written to a tight shape on purpose: at most five qualification steps, one question per step, and one required capture field on each. The opening message introduces the agent and asks nothing, so the first question arrives as its own message. Replace the placeholders before you publish Templates ship with bracketed placeholders standing in for the details only you know. Publishing is blocked while any of them remain, anywhere in the agent. The five you will meet are [OWNER NAME], [OFFER NAME], [SUBJECT AREA], [DAILY PRICE RANGE], and [PROJECT PRICE]. The two price ones are the easiest to miss, because they sit inside budget questions on the Sales Flow tab rather than in the identity where you would think to look. The check covers the whole agent, not just the identity: the agent's opening message, every step question, every sub-step question, every if/then condition, every closing message, your guardrail lines, and the identity itself. You will see one of two messages: - For the identity: "Replace the bracketed placeholders in Agent Identity, such as [OWNER NAME], with your own details before publishing." - For everywhere else, naming the spot: "Replace [OWNER NAME] in the step 2 question with your own details before publishing." Anything bracketed and in capitals counts, so your own [LIKE THIS] notes will block publishing too. Fill in the Basics The agent builder has four tabs: Basics, Sales Flow, Guardrails, and Automation. The other three unlock once you choose an offer and a goal here on Basics. 1. Customize Avatar: upload an image or generate one. This is internal, to help you tell agents apart; prospects never see it. 2. Sales Agent Name: give it a name, or generate a random one. 3. Linked Offer: choose the offer this agent will work toward. 4. Sales Agent Goal: pick what a win looks like: - Close Sale: pitch and convert prospects into buyers. - Book Call: get prospects to schedule a call. Digital product offers use Close Sale; service offers can use either goal. 5. Sales Agent Tone: choose a personality: Friendly, Professional, Consultative, Direct, Empathetic, Motivational, Nurturing, or Witty. 6. Agent Identity (optional): add a few lines describing the persona in your own words, or generate a draft with AI and edit it. Once your offer and goal are set, move on to the other tabs to shape the conversation. Making your agent write in lowercase Beside the tone presets on the Basics tab there is a Write in lowercase switch. Turn it on and your agent sends its messages in a looser, all lowercase style, the way a lot of people actually type in DMs. It leaves the things that would look broken in lowercase alone: links, email addresses, names, and the word "I" all keep their normal capitalization. This is deliberately separate from tone rather than being a ninth tone option, because casing and personality are different choices. A Professional agent and a Witty agent can both write in lowercase, and either can keep standard capitalization. Publish when you are ready When every tab is in order, Publish Agent runs a final check and takes the agent live. If anything is missing, Cloziq lists the exact problems and jumps you to the tab that needs fixing. A live agent still does nothing until an initiative sends conversations its way. The checks people hit most often, so you can clear them in advance: - An avatar and a tone are both required, even though the avatar is only ever seen by you. - If you wrote an Agent Identity, it has to be a real paragraph rather than a stray sentence, and not an essay. - The linked offer has to be published. A draft or archived offer blocks the agent. - The goal has to suit the offer. Digital products cannot use Book Call. - Every qualification step must capture a lead field. See Capturing lead info in your sales flow. - Every qualification step must end on its question, with any context in front of it. - Every guardrail line has to be specific enough to act on. A vague one blocks publishing. See Setting guardrails. - Book Call agents on connected Calendly need a chosen event type. - Your plan caps how many agents can be live at once. Tips - The offer, goal, and most conversation settings lock once an agent is published. To change them, unpublish first. See Publish, pause, and edit agents. - Not sure what to write for the identity? Leave it for now. A clear goal and tone already give the agent plenty to work with. Related articles - Building your sales flow - Capturing lead info in your sales flow - What are Offers?

Building your sales flow

The Sales Flow tab is the heart of your agent. A sales flow has three stages: Intro, Qualification, and Conversion. You write the agent's opening message, add the questions that qualify a prospect, and configure what happens when they reach your goal. You do not script every word; you give the agent the shape of the conversation and let it handle the back-and-forth. This opening message is the agent's own first line, said once a conversation is already underway. It is not the same as an initiative's opt-in message, which is the DM that invites someone to tap in before any of this starts. See Writing your opt-in message. The agent's opening message This is the first thing a prospect hears from your agent, up to 500 characters. Write something that sounds like you and invites a reply. For a fitness coach, that might be a warm hello that asks what the person is working toward. Qualification steps Below the opening message, add qualification steps with Add Qualification Step. Each step is one moment in the conversation where the agent asks something and listens for the answer. You can add up to 10 steps and drag them into the order you want. Each step has three parts: - Message: the question the agent should ask, up to 500 characters. Keep it to exactly one question per step, and put the question last. Any context or setup belongs in front of it, so the step ends on the question mark. The builder checks this and will not let you publish a step that trails off after the question, with "Step N's question needs to come last. Move any extra context in front of the question, and end the step on the '?'." If you have two things to ask, make two steps. - Field Selection: the field this step saves its answer to, usually one of your qualification criteria like budget, goal, or timeline. Pick a field from the dropdown and it attaches right away, marked Required. Every step captures exactly one field, and each field can only be captured once anywhere in the flow. You do not need steps for booking or checkout contact details; those are collected automatically when needed. See Capturing lead info in your sales flow. - Flow Actions: optional if/then rules that react to the answer. Flow Actions A flow action reads: If [this step's answer] [comparison] Then do something. The "then" can be: - Go to Step: jump ahead to a later step, branch into a sub-step (a follow-up question inside this step, up to 4 per step), or skip straight to the Conversion Stage. Jumps only go forward. Pointing one back at the current step or an earlier one blocks publishing, and a sub-step cannot branch into another sub-step. - Change Lead State: mark the prospect Qualified, Disqualified, or Needs Human Intervention. Disqualified and Needs Human Intervention can carry an optional message the agent sends as it ends the conversation. Qualified cannot: the flow keeps going, so there is nowhere for a closing line to land, and anything you type there is never sent. - Hold: stay on this step instead of moving on. It carries nothing else, no lead state, no step to jump to, no message, because the whole point is that the conversation stays where it is. You can add up to 4 flow actions per step. This is how the agent gets smart about who is a real fit, instead of treating everyone the same. Marking someone Qualified tags them in your pipeline but does not skip the rest of the flow; the conversation continues naturally. Disqualified ends the conversation, and Needs Human Intervention quietly hands it to you. When to use Hold Use Hold for the answer you are not willing to move past. The classic one is a prospect who says they need to check with someone else, or that the timing is wrong. Moving to the next question there just buries the thing that actually decides the sale. While a hold is on, the conversation does not stall. The agent keeps talking with them at that step, answers what they ask, and handles what they raise. It just will not advance the flow. It releases in one of two ways. Either their answer changes, so the rule no longer applies, or they say they are ready to move forward. Once they have moved forward, that same rule will not stop them a second time, so a prospect never gets stuck in a loop over a hesitation they already worked through. A fitness coach might hold on "needs to talk to my partner" rather than carrying on to budget, because the partner conversation is the real gate. Writing the condition The condition editor adapts to the kind of answer the step captures, so you are usually picking rather than writing. Each rule is checked against that step's answer only, nothing else in the conversation. Multiple choice answers. You get is one of or is not one of, plus a checklist of the field's own answers. Tick the ones that should fire the rule. The agent matches them exactly, so there is nothing to misread and nothing for you to word. Number answers. You get is equal to, is less than, is greater than, is at least, or is at most, plus a box for the number. The agent compares the two numbers directly, so these are exact too. For example: Weekly Hours is less than 2. Written answers. You get is, is not, includes, or does not include, plus a box for what to look for. There is no list to pick from here, so the agent reads the answer and your wording matters. Use is when the whole answer has to be that thing, and includes when it only has to mention it somewhere. For example: Tool Stack does not include Shopify, WooCommerce or Squarespace. There is a Learn more link beside the condition that opens a short guide, with a tab for each kind of answer. The written-answer tab is the one with good and bad examples, since that is where wording actually matters. Two rules worth knowing up front, though only the first is enforced at publish: - Say what the answer is, not what it hints at. Words like indicates, suggests, implies, appears, seems, and reflects are rejected, because they ask the agent to read between the lines instead of checking something. Name the actual answers: "Business Line includes gambling, tobacco or vaping" works, "Business Line indicates a restricted industry" does not. This check only applies to written answers, since multiple-choice and number conditions are checked exactly rather than interpreted. - Keep it to one thing. One condition, one check. If you need two, make two rules. A condition asking for two things at once tends to fire when only half of it is true. Nothing stops you publishing one of these, so it is on you to spot them. Publishing also stops on a condition that has a comparison but nothing to compare against, with "Step N: the IF condition has a comparison but nothing to compare against." Two guardrails you may bump into: you cannot put a rule on a contact detail field like email or phone (there is nothing to branch on there), and a rule that disqualifies someone only fires on an answer the person actually gave to this step's question. If they mention something in passing while answering something else, the agent waits until it asks properly. Disqualification is permanent, so it is deliberately hard to trigger by accident. The Conversion stage The end of the flow depends on the goal you set on Basics: - Book Call: choose how booking happens, either your connected Calendly (prospects can pick a time right inside the chat) or an external booking link. Calendly agents can also send call reminders; see Automation settings. - Close Sale: the agent works toward the sale using the offer you linked. If the offer sells through Cloziq, the agent sends a secure checkout link in the chat; otherwise it sends your external checkout link. How the agent actually behaves in this stage, including slot offers, checkout links, and fallbacks, is covered in How booking and checkout work in DMs. Tips - Start simple. An opening message plus two or three qualifying questions is enough to launch. You can always add more. - Use a disqualify rule for the people you do not want to spend time on, so your agent focuses on real prospects. - Order your steps from easiest to most personal. Light questions first earn the right to ask heavier ones. Related articles - Capturing lead info in your sales flow - Setting guardrails - How your agent runs a conversation

Capturing lead info in your sales flow

Every qualification step in your sales flow saves its answer to a field. Think of a field as the labeled box where the agent stores what it just learned: the prospect's budget, their goal, their timeline, their experience level, whatever that step asked about. Everything captured lands on the contact's profile, so your pipeline fills itself in as conversations happen. Most commonly, your fields are your qualification criteria. A fitness coach might capture "goal", "training experience", and "budget". You can collect whatever you want, but the pattern to aim for is simple: each step asks one qualifying question, and its field is where the answer lives. What you never need to capture Before you plan your fields, know what Cloziq already handles for you, because the answer changes what your steps should ask: - Booking calls in the DMs: if your agent books through your connected calendar, Cloziq automatically collects the prospect's name and email at booking time. They are required to book the call, so the agent takes care of it on its own. You do not need to configure any step for them. - Selling in the DMs: Stripe checkout requires the buyer's email as part of paying, and that is the email Cloziq uses for delivery and receipts. Again, nothing to configure. So contact details take care of themselves exactly where they matter. Capture an email or phone field yourself only when you want it for your own purposes, like follow-up outside Cloziq or lead forwarding to Zapier. Otherwise, spend your steps on qualification, which is what makes the conversation smarter. Pick a field on each step Field management lives right on the Sales Flow tab. Under each step's message you will find Field Selection: 1. Open the field dropdown. You can search your workspace's existing fields or choose Create new field. 2. Pick the field this step's answer should be saved to. It attaches immediately, as a chip under the step, marked Required. There is no separate Add button. 3. Untick Required on the chip if the answer is nice to have rather than essential. Required means the agent must collect the answer before moving on; when it is unchecked, the agent asks up to two times and then continues without it. Each step captures exactly one field, so the picker disappears once a field is attached. To change it, remove the chip and pick another. A field can also only be captured once anywhere in the flow: any field already used on another step, or inside a sub-step, is hidden from the picker, so you cannot create a duplicate by accident. Sub-steps work exactly the same way, with the full field library available to them too. Field types When you create a field, you give it a name and a type: Text, Email, Number, Phone, or Select (a fixed set of options). The type decides how strict the agent is about what it saves. Text fields are generous. If the prospect makes a genuine attempt at your question, it gets saved, even when the answer is loose. Ask when they want to start and "whenever I have the time really" is a real answer, so the agent takes it and moves on rather than asking again. Email, Phone, Number and Select are strict. If the answer is not a usable value, nothing is saved and the agent asks again. Number fields also respect the units in your field description: if you called the field "monthly budget" and someone answers "about $60k for the year", the agent will not record 60000 as a monthly figure. It asks for the monthly number instead. The practical takeaway: put the unit or period in the field's description whenever it matters. That description is what stops a yearly figure landing in a monthly field. How Select fields read an answer Select fields do not need the prospect to repeat your options word for word. The agent maps what they actually say onto your list, so for options like Salmon, Chicken and Tofu, "the fish" picks Salmon and "the first one" picks Salmon too. One behavior is worth designing around: if the prospect is genuinely indifferent, the agent picks your first option. "You pick", "whatever", "up to you", "doesn't matter" all resolve to the top of your list and the conversation moves on rather than stalling on a question they do not care about. So order your options deliberately. Whatever sits first is the answer you get from everyone who has no preference, which makes it worth putting your safest or most common choice there rather than your most expensive one. Manage your field library Manage Fields on the Sales Flow tab opens your workspace's field library, where you can add new fields or remove ones this agent should not use. Fields are shared across your workspace, so a field like "Budget" means the same thing on every agent, and every agent's answers land in the same place on the contact. Deleting a field from the library cleans up after itself: it is removed from every step that captured it and every if/then rule that referenced it, so you are never left with a rule pointing at something that no longer exists. Every step needs a field to publish You can save a draft at any point, but publishing requires every qualification step to capture a field. If a step is missing one, publish stops with "Step N: choose a field to capture before publishing." This is deliberate: a question whose answer is not saved anywhere is a question you cannot act on later. If a step references a field that was removed from the agent, publish flags that too and points you to Manage Fields to fix it. Tips - Design fields around decisions. If "budget under $100" means disqualify, capture budget as a field and let a Flow Action act on it. - Only ask for what you will actually use. Every extra ask adds friction; the smoothest flows capture two or three things. - Phrase the step's question so the answer is the field. "What's your monthly budget for coaching?" maps cleanly; "tell me about yourself" does not. - Skip the email step unless you want the email for yourself. Booking and checkout collect it automatically when it is actually needed. Related articles - Building your sales flow - How booking and checkout work in DMs - Your Contacts inbox

Setting guardrails

Guardrails are the rules that keep your agent behaving the way you want. They tell it what never to say, how to carry itself, and when to walk away from a prospect. Setting a few good guardrails is what makes an agent feel safe to let loose on your DMs. The four kinds of guardrails All four sections are optional. You add each rule as its own short line (press Enter to add), up to 25 rules of 300 characters each per section. - Do-Nots: things the agent must never say or do. For a coach, that might be "Never promise specific weight-loss numbers." Cloziq checks every reply the agent writes against your do-nots and fixes a reply before it sends rather than letting a violation through. - Conversation Rules: guidelines for how the agent talks, qualifies, and responds, like staying encouraging or always answering a question before asking the next one. - Disqualification Rules: the reasons to disqualify a prospect, so the agent knows when someone is not a fit and stops pitching. A rule here ends the conversation quietly, with no goodbye message. If you want the agent to say something as it closes the door, do it from the Sales Flow instead: a Flow Action set to Change Lead State to Disqualified can carry an optional closing message. See Building your sales flow. - Prohibited Characters: specific characters the agent's replies must never contain, up to 25. Cloziq starts you with a sensible default set (the em dash, the en dash, and the semicolon), and you can add your own. Spaces, periods, and commas cannot be prohibited, since the agent needs them to write around everything else. Neither can letters or numbers; try and publishing stops with "Cannot prohibit letters or numbers." Templates leave placeholders here too If you started from a template, some guardrail lines may still carry bracketed placeholders like [OWNER NAME]. Publishing checks your guardrails along with everything else and stops until each one is replaced, telling you which placeholder it found and where. See Create your first Sales Agent. Every rule has to be specific enough to act on Publishing now checks that each guardrail line actually tells the agent something. A rule of one or two words, or a fragment with no instruction in it, is rejected with: "Your rule" in the do-not list is too vague for the agent to act on. Say what the agent must do or avoid, and when, for example "Never quote a price before the qualification questions are answered". Cloziq names the offending rule and the list it came from, so you know exactly which line to fix. The fix is almost always the same: say what and say when. - "Be careful" gives the agent nothing. "Never promise a specific timeline for results" does. - "Pricing" is a topic, not a rule. "Never quote a price before the qualification questions are answered" is a rule. - "Professional" is a tone, and tone already has its own setting. Use guardrails for the boundaries tone cannot express. This applies to Do-Nots, Conversation Rules, and Disqualification Rules alike. It is worth doing even where it is not enforced, because a rule the agent cannot act on is a rule that does nothing. What is already built in Some protections are always on and need no configuration. The agent never invents facts about your offer; if it does not know something, it says so instead of guessing. It never claims to have personal experiences or feelings. It never pushes a checkout or booking link before the prospect has been qualified. And when a prospect is abusive or clearly wasting time, the agent disengages on its own. Tips - Write do-nots as plain, concrete statements. "Never give medical advice" beats a long paragraph. - A couple of strong disqualification rules save you time by filtering out people your agent should not chase. - Guardrails work alongside your Sales Flow, not instead of it. The flow drives the conversation; the guardrails set the boundaries. - If Cloziq notices one of your rules keeps misfiring on a live agent, it sends you an alert so you can reword the rule. See Turning on notifications. Related articles - Building your sales flow - Automation settings - How your agent runs a conversation

Automation settings

The Automation tab controls the timing around your conversations: how quickly the agent replies, how long it waits on a prospect who goes quiet, and whether it passes leads to your other tools. It has four sections, all optional. Everything here stays editable even while the agent is published. Worth setting expectations up front: nothing on this tab makes your agent message someone who has gone silent. There is no automated follow-up feature in Cloziq. The agent replies when a prospect writes, and the Lead Inactivity Timeout below decides when to stop waiting. Reply Delay Reply Delay sets how long the agent waits before responding: No Delay, 15s, 30s, or 1, 2, 5, 10, or 15 minutes. New agents start at 15s, because a short, natural pause feels more human than an instant reply. The delay is smarter than a simple timer. If a prospect fires off several messages in a row, the timer restarts with each one, and when it finally runs out the agent answers everything in a single reply instead of responding to each message separately. That is worth knowing when you test: a burst of texts gets one considered answer, by design. Call Reminders If your agent's goal is Book Call and Calendly is connected, you can turn on Call Reminders so prospects get nudged by email before their call. There are two reminder slots, each set to 1 hour before or 24 hours before, and both start switched on. Reminders are only available for Calendly connected Book Call agents; external booking links handle their own reminders. Lead Inactivity Timeout Lead Inactivity Timeout decides how long the agent waits on a quiet prospect before marking them a Lost Lead: anywhere from 2 to 14 days, with 3 days as the default. This keeps your pipeline honest, so leads who drifted off do not sit as if they are still active. Only conversations that are actually waiting on the prospect can time out; anything already won, disqualified, or handed to you is untouched. Lead forwarding (Zapier) Lead forwarding sends leads to another tool automatically using a webhook, which pairs naturally with Zapier. You get two hook slots. For each one, paste a Zapier Catch Hook URL and choose the status that triggers the forward: the lead is sent the moment it reaches that status. You can forward on Qualified, Awaiting booking, Call booked, Awaiting purchase, Customer, Link sent, Disqualified, Lost lead, or Needs human intervention. Use Send Test Event to fire a sample payload at your Zap and confirm it is wired up before real leads flow. Tips - If you are not using webhooks, ignore Lead forwarding entirely. Everything still shows up in Contacts. - Reminders noticeably reduce no-shows, so they are worth turning on for Book Call agents. - A modest reply delay (15 to 30 seconds) gives prospects room to finish a thought, which means fewer fragmented exchanges. Related articles - Building your sales flow - Setting guardrails - Viewing leads from an agent

How your agent runs a conversation

Once you publish an agent and point an initiative at it, conversations run without you. This guide explains what the agent is actually doing at each moment, so nothing you see in a transcript comes as a surprise. How a conversation starts A conversation begins when a prospect triggers one of your initiatives, for example by commenting on a post or sending a DM with your keyword. For comment triggers, the prospect first receives your opt-in message with a button under it, and the sales conversation only starts once they tap it. Anything they type before tapping is saved to the conversation record, but the agent waits for the tap. If you configured a delay on the initiative, it runs after the tap, not before the opt-in message. The three stages Every conversation moves through the stages you saw on the Sales Flow tab: 1. Intro: the agent opens with your greeting and eases into the first question. 2. Qualification: it works through your steps, one question at a time, saving each answer to its field. A loose but genuine answer to a written question is taken and the agent moves on; it only asks again when the reply was not really an answer, or when a typed field like a number or an email did not get a usable value. If they answer a later question early, it does not ask twice. Your flow actions fire here, branching, qualifying, or disqualifying based on answers. See Capturing lead info in your sales flow. 3. Conversion: once qualification is done, the agent moves to your goal: booking the call or closing the sale. See How booking and checkout work in DMs. The agent never jumps ahead on its own. It will not send a checkout or booking link during qualification, even if the prospect asks for "the link" early; it keeps the conversation on track and gets there properly. Timing and message bursts If you set a Reply Delay, the agent waits before answering, and the wait restarts each time another message arrives. A prospect who sends five quick texts gets one reply that addresses all five. Without a delay, the agent replies right away. Either way, replies can arrive as more than one bubble, the way a person texts, and links always arrive in their own message. When the ball is in the prospect's court After the agent sends a link or asks a question, it waits. It does not double-text, chase, or re-pitch while the prospect is deciding. If the prospect goes quiet for good, the inactivity timeout you set on Automation eventually marks them a Lost Lead. Silence from the agent after a link is sent is not a bug; it is deliberate restraint. Objections, questions, and tangents - Questions about your offer: the agent answers from what you configured: the offer's details, pricing, FAQs, and additional context. If the answer is not in there, it says it does not have that detail rather than inventing one. This is why filling in offer FAQs pays off directly. - Objections ("too expensive", "not sure I have time"): the agent acknowledges the concern, offers one genuine reframe grounded in your offer, and checks whether that was the real blocker. It does not repeat the same counterargument twice, and it does not badger. - Off-topic messages: a random tangent gets a friendly brush-off and a gentle return to the conversation. A prospect who does nothing but throw curveballs eventually gets disqualified. - "Stop messaging me": an explicit request to be left alone is different from an objection, and the agent treats it that way. The conversation ends immediately as Disqualified and nothing is sent back. See When a prospect opts out. - Price questions on Book Call agents: if your goal is booking a call, the agent deliberately keeps price for the call and steers the conversation there. Close Sale agents discuss price openly using your offer's configured pricing. The rules the agent always follows A few behaviors are built in and cannot be configured away: - It never invents facts about you or your offer. - It never claims personal feelings or lived experience. Asked directly whether it is a bot, it answers with the role you gave it rather than pretending to be a specific human. - It respects your do-nots, conversation rules, and prohibited characters on every single reply. - When it cannot answer confidently or the situation needs judgment, it stops and hands the conversation to you instead of improvising. See When your agent hands a conversation to you. Related articles - Building your sales flow - How conversations end - When a prospect opts out - When your agent hands a conversation to you - How booking and checkout work in DMs

How booking and checkout work in DMs

The conversion stage is where a conversation turns into a booked call or a sale. Here is exactly how your agent behaves there, including the fallbacks, so you can read any transcript and know why the agent did what it did. Booking a call in the chat (connected Calendly) If your Book Call agent uses connected Calendly with in-chat booking, the agent books the call without the prospect ever leaving Instagram: 1. Name and email first. Calendly needs both to create the booking, so Cloziq collects them automatically at this point. There is nothing to configure: if your sales flow happened to capture them already, the agent reuses those answers instead of asking twice; otherwise it simply asks now. Either way, booking always gets what it needs. 2. Two times at a time. The agent offers a couple of concrete slots from your calendar, shown in the prospect's timezone when they have mentioned it. Availability is re-checked as the conversation goes, so it does not offer a slot that was just taken. 3. Picking a time. The prospect can answer naturally: "the earlier one", "Tuesday works", "5pm". If the answer is genuinely ambiguous, the agent asks which one they meant; if it still cannot tell after a couple of tries, it sends your scheduling link so the prospect can pick visually instead of looping. 4. "Neither works." The agent fetches fresh times and offers again. If the prospect turns down several rounds of slots, it stops offering and sends the scheduling link. 5. Booked. Once the booking is confirmed, the conversation is marked Call Booked, the agent confirms the time, and your call reminders (if enabled) take over from there. The agent remembers the booked time and the call's own details, so "wait, when was my call?" and "how long is it?" both get real answers rather than facts about your program. On an external booking link, where Cloziq has no view of your calendar, it says it does not have that detail instead of guessing. If Calendly ever cannot complete a booking (a configuration issue, a revoked connection), the agent does not pretend. It falls back to sending the scheduling link, and if even that is not possible, it hands the conversation to you. Booking with an external link If you chose an external booking URL instead, the agent's job is simpler: it qualifies, then delivers your link with a natural lead-in. The link always arrives in its own message. Cloziq cannot see bookings that happen on an external site, so the conversation shows Awaiting Booking unless you follow up manually. Checkout through Cloziq (Stripe) If your Close Sale agent's offer sells through Cloziq, the agent sends a secure checkout link in the chat once the prospect is ready. A few details worth knowing: - The link is personal. Each checkout is created for that specific prospect and conversation, which is how sales in Earnings trace back to the exact agent, initiative, and conversation that produced them. - Email comes with checkout. Stripe requires the buyer's email to complete payment, and that is the address Cloziq uses for delivery and receipts. Your sales flow never needs to collect it for a DM sale. - Links do not go stale. Checkout links in old messages keep working: if a prospect clicks one days later, it opens a fresh, valid checkout rather than an expired page. - Promotion codes work. The checkout page accepts Stripe promotion codes, so you can run discounts without changing your offer. - Multi-tier offers. If your offer has pricing tiers, the agent presents the options with real names and prices, asks which one the prospect wants, and creates the checkout for exactly that tier. If they change their mind before paying, the agent swaps tiers without re-selling from scratch. - The sale is confirmed by payment, not by promises. The conversation becomes a Customer only when the payment actually completes. If a prospect says "just paid!", the agent thanks them once and waits for the confirmation to arrive. After a completed purchase, delivery kicks in automatically for digital offers: a download email and a DM with the buyer's access link. See How buyers download their purchase. Checkout on your own site If the offer uses an external checkout URL, the agent delivers that link the same way, but Cloziq cannot see what happens on your site. The conversation shows Awaiting Purchase, and the sale will not appear in Earnings automatically. If a link cannot be sent On the rare occasion Cloziq cannot create a checkout or scheduling link (for example, your Stripe account is not ready to take payments), the agent does not promise a link that never comes. It stops, the contact is flagged Needs Human Intervention, and you get a notification so a real person can step in. The fix is usually in Settings → Integrations; see Payments not going through. Related articles - How your agent runs a conversation - How conversations end - Connect Calendly for bookings - Connect Stripe to get paid for offers

How conversations end

Every conversation ends in exactly one of a few ways, and each ending maps to a lead status you can see and filter on in Contacts. Knowing the endings makes your pipeline instantly readable. The wins - Customer: the prospect completed a purchase. This is confirmed by the actual payment, not by anyone saying "paid!", so when you see Customer, the money is real. Partially refunded and refunded sales are tracked in Earnings without rewriting the conversation's history. - Call Booked: the prospect scheduled a call through your connected Calendly. Confirmed by the calendar booking itself. - Link Sent: for initiatives that skip the agent and send a link directly (direct conversion to an external site), this records that the handoff happened. Cloziq cannot see what happened on the other site, so this is that conversation's finish line. The losses - Disqualified: the agent concluded the prospect is not a fit, or the prospect asked to be left alone. That happens when one of your disqualification rules matches, when a flow action fires with Disqualified, when a prospect is abusive, when someone does nothing but spam or derail the conversation despite several chances, or when someone explicitly opts out. On the closing message: a guardrail disqualification rule ends the conversation quietly, with nothing sent. A flow action set to Disqualified can send a sign-off if you wrote one. An opt-out always ends in silence, by design. See When a prospect opts out. - Lost Lead: the prospect went quiet and your Lead Inactivity Timeout ran out. Only conversations that were genuinely waiting on the prospect can become Lost Leads. A conversation can also land here without a single message being sent, if it tried to start after your plan's conversation limit was already used up; see Reaching your limit and overages. The human endings - Needs Human Intervention: the agent decided a person should take over and went quiet. This is a deliberate stop, not a failure; the full list of reasons is in When your agent hands a conversation to you. - Interrupted: a human ended the agent's involvement, either because you replied to the prospect yourself from Instagram, or because you clicked Stop Sales Conversation on the contact. The agent never resumes an interrupted conversation on its own. The grace period after a close After a win, the agent does not vanish mid-handshake. For about 12 hours it remains available in that thread to confirm details, answer "what happens next", and celebrate politely. Three things about this window: - If the buyer raises a real problem, like a purchase that did not arrive or a request to reschedule or refund, the agent does not attempt customer service. It flags the contact for you immediately. - One thank-you is enough. The agent acknowledges the win once and stays quiet after that, rather than filling the thread with enthusiasm. If your automated post-purchase message already went out, it reciprocates rather than welcoming them all over again. - A question always gets an answer. "So am I all set?" or "what happens next?" after a purchase is answered, never met with silence. After the window closes, the conversation ends cleanly. If the same person messages again later, that can start a brand-new conversation through your initiatives. "I just paid" and other self-reports Prospects often announce their own progress: "ok booked it", "just paid". The agent thanks them warmly one time, but the conversation's status only changes when the payment or booking is actually confirmed. Where Cloziq cannot see the outcome, on your own booking link or external checkout, that self-report is the only confirmation the conversation will ever get, so the agent takes them at their word in how it talks: it stops pointing at the link and stops implying anything is outstanding. It still never claims to have seen the booking. Asked to verify, it says plainly that it cannot see your calendar and points them at their confirmation email. The status stays Awaiting Purchase or Awaiting Booking, and anything they later say about delivery problems goes straight to you. Which endings are final Customer, Call Booked, Link Sent, Disqualified, Lost Lead, Interrupted, and Needs Human Intervention all end the conversation for good; the agent will not restart it. If you want the agent to be able to engage that person again fresh, use Allow New Sales Conversation on the contact. See Letting the agent re-engage a contact. Related articles - Understanding lead statuses - How your agent runs a conversation - When a prospect opts out - When your agent hands a conversation to you

When your agent hands a conversation to you

Your agent handles most conversations end to end, but it is built to know its limits. When a situation needs a human, it stops, flags the contact Needs Human Intervention, and notifies you. This guide covers when that happens and what to do about it. The handoff is silent on purpose When the agent escalates, it does not send a "let me transfer you to a human" message. It simply stops replying, and the conversation waits for you. That is deliberate: a canned handoff line promises something the agent cannot control (how fast you will arrive), and in your DMs, a quiet pause reads far more naturally than a support-desk script. From the prospect's side, the thread just goes quiet until you pick it up. Any reply the agent had queued is cancelled at the same moment, so it will never talk over you after a handoff. What triggers a handoff The agent hands a conversation to you when: - The prospect genuinely asks for a human. A clear, unmistakable request to be handed to a person is honored immediately, at any point in the conversation. Asking for you by name, for "the coach", or for someone on your team is not the same thing, and no longer stops the conversation: the agent answers, takes a message, or arranges the introduction and keeps going. - The request is about an existing commitment. Refunds, cancellations, rescheduling a booked call, changing payment or personal details: the first mention goes to you. The agent never negotiates or promises on these. - A buyer reports a delivery problem. "It never arrived" or "the file is broken" after a purchase goes straight to you, no back-and-forth first. - Booking hits a wall. The prospect cannot find a workable time on your scheduling link, or the booking setup itself has a problem the agent cannot work around. - A checkout or booking link cannot be created. Rather than promising a link that never comes, the agent stops and flags you. This usually means something needs attention in Settings → Integrations. - The conversation stalls. A prospect keeps engaging but a needed answer never lands after several honest attempts (for example, an email address that never arrives in valid form), or the conversation runs abnormally long. The agent stops rather than looping. - The agent cannot answer confidently. If a reply cannot be grounded in your offer's information, the agent prefers silence plus a handoff over making something up. - Something repeatedly goes wrong technically. If the agent hits repeated internal errors on one conversation, Cloziq stops it on that conversation and flags it for attention rather than letting it misbehave. What is not a handoff If a prospect asks you to stop messaging them, that is not an escalation. The conversation ends right there as Disqualified, silently, and it never lands in your Needs Human Intervention queue. Cloziq checks for an opt-out before it checks for a handoff request, so an opt-out always wins. Worth knowing if you treat the queue below as your daily list: people who opted out will not be in it. See When a prospect opts out. How you find out The moment a contact is flagged, you get a notification in the Needs Human Intervention category: in the in-app inbox always, and by email and push if you have those enabled in Settings → Notifications. The contact also shows a Needs Attention banner on their profile, and you can filter Contacts by the status to build a working queue. What to do when it happens 1. Open the contact and read the Activity thread to see exactly where things stopped. 2. Reply to the prospect yourself from Instagram. Mind Instagram's messaging window: if the prospect's last message is more than 24 hours old, you may need to wait for them to message again before you can reply. 3. Handle the actual issue: process the refund, fix the Stripe or Calendly connection, answer the hard question. The agent will not rejoin that conversation; once flagged, it is yours. If you later want the agent to be able to start fresh with that person, use Allow New Sales Conversation on the contact. Tips - Treat the Needs Human Intervention filter as a daily inbox. These are warm prospects who are actively waiting on a person. - Keep the Needs Human Intervention notification category enabled on push. Speed matters most on exactly these conversations. - If the same kind of handoff keeps recurring, the fix is usually upstream: a missing FAQ on the offer, a guardrail worded too broadly, or an integration that needs reconnecting. Related articles - Stepping in: taking over from your agent - How conversations end - When a prospect opts out - Turning on notifications

When a prospect opts out

Sometimes a prospect does not want to hear from you. When someone says so plainly, your agent stops. Not with a polite sign-off, not with one more offer, just stops. What counts as opting out A clear, unmistakable request to be left alone. Things like "not interested", "stop messaging me", "take me off your list", "unsubscribe", or a bare "stop". The conversation ends the moment one of these arrives, at any point in the flow, whether it is the first reply after they tapped in or the last question before checkout. What happens Three things, all at once: - The conversation ends and the contact becomes Disqualified. - Nothing is sent. No goodbye, no confirmation, no last pitch. Replying to someone who just asked you to stop is the fastest way to get reported, so the agent says nothing at all. - Any reply the agent already had queued is cancelled, so nothing arrives seconds later. The agent will not restart that conversation. If you want it to be able to engage that person fresh later, that is a deliberate choice you make on the contact with Allow New Sales Conversation. Think hard before you do; they asked you to stop. What does not count This is deliberately narrow, because ending a conversation early is expensive. The agent keeps going when someone is merely pushing back: - Objections. "That's too expensive", "I'd need to think about it", "not sure it's right for me." These are normal selling moments and the agent works through them. - Hesitation. "Maybe later", "let me check with my partner." The prospect is still in the conversation. - Partial disinterest. "I'm not into the nutrition part" is about one piece of your offer, not about you messaging them. - A plain "no" answering a question. If the agent asked "have you trained with a coach before?" and they say no, that is an answer, not an exit. Where these land in your reporting Opt-outs are counted as Disqualified, alongside people your rules filtered out. There is no separate opted-out status. They do not appear in Needs Human Intervention. Cloziq checks for an opt-out before it checks whether someone is asking for a human, so an opt-out always ends the conversation rather than queueing it for you. If you work the Needs Human Intervention list as your daily inbox, people who opted out will not be waiting there. Tips - A rising number of opt-outs early in conversations usually points at the opt-in message rather than the agent. If people tap in and immediately back out, the message promised something different from what arrived. - Do not write a guardrail disqualification rule for "not interested". It is already handled, and a broad rule risks catching ordinary objections you would rather your agent worked through. Related articles - How conversations end - Understanding lead statuses - When your agent hands a conversation to you

Test your agent before going live

Before you let an agent loose on real prospects, have a practice conversation with it yourself. Testing is the fastest way to catch an awkward opening line or a question that lands wrong, and test conversations are completely free: they never count toward your plan, and test contacts never appear in your real contact list or metrics. Run a test conversation [SCREENSHOT: the Test Agent drawer open beside the agent builder] 1. Open the Test Agent drawer. It slides in from the right beside the builder on a computer, and comes up from the bottom on a phone. You can reach it from the agent builder and from the agent card's menu. 2. Click Start conversation and type messages as if you were a prospect. 3. Watch how the agent greets you, asks its questions, and moves toward the goal. 4. If something feels off, go back to Sales Flow or Guardrails, adjust, republish, and test again. Testing runs against the published version of your agent. If you have unsaved edits, the drawer reminds you that you are testing the live version until you re-publish. If the agent is still a draft, publish it first; you can unpublish again right after testing. Simulate the finish line You cannot pay yourself through a test chat, so the drawer gives you two shortcut buttons: Payment Completed and Booking Confirmed. When the conversation reaches the point where a real prospect would check out or book, click the matching button to simulate it and watch how the agent wraps up. When a test conversation reaches an ending, the drawer shows "This conversation ended." Click Reset to start a fresh one. Daily limit You get 100 test messages a day, so live conversations always come first. That is plenty for several full run-throughs. If you hit it, the drawer says "Daily message limit reached" and tells you when it resets; the quota resets at midnight UTC. Tips - Try to break it. Give vague answers, ask off-topic questions, raise objections, and see how the agent handles it. That is where your guardrails earn their keep. - Test the disqualify path too, not just the happy path, so you know the agent bows out gracefully when someone is not a fit. - Reply with several rapid short messages in a row. If you set a Reply Delay, you will see the agent gather them into one answer, exactly as it will live. Related articles - Publish, pause, and edit agents - Building your sales flow - Setting guardrails

Publish, pause, and edit agents

An agent is either a draft you are still working on or a live agent handling conversations. Here is how to move between those states. Publish an agent When your agent is ready, click Publish Agent. Cloziq checks your whole setup first. If anything is missing, it lists exactly what to fix and jumps you to the right tab; each tab also shows a count of its outstanding issues. Once everything checks out, the agent goes live and its status changes to Active. A live agent still does nothing on its own until you connect it to an initiative. See Build your first Initiative. Two checks catch people out more than the rest, and both are about writing rather than settings: - A qualification step has to end on its question. Context first, question last, so the step finishes on the question mark. See Building your sales flow. - A guardrail line has to be specific enough to act on. One or two vague words will not pass. See Setting guardrails. Neither check is busywork. A step that trails off after its question reads badly to a prospect, and a rule the agent cannot act on does nothing at all. Both are easier to fix now than after the agent is talking to people. Edit a live agent A published agent's core setup is locked so the conversation cannot change underneath live prospects. You can still update the name, the avatar, and everything on the Automation tab while published. For anything else, click Unpublish. Cloziq confirms with a warning worth reading closely: unpublishing pauses all active initiatives using this agent. Conversations already in progress keep going with the version they started on, but no new ones start until you republish. The affected initiatives show a Paused badge whose info icon reads "Paused: Agent unpublished". Turning those initiatives back on You do not have to remember which initiatives were paused. When you publish the agent again, Cloziq asks first: Turn your paused initiatives back on? It lists the ones it paused for you, and gives you a choice. - Activate & Publish publishes the agent and switches those initiatives back on. - Only Publish, under the arrow beside it, publishes the agent and leaves them paused. - Cancel does neither. Reactivation runs after the agent goes live, and each initiative still has to pass its own checks, so partial success is normal. Cloziq tells you plainly which way it went, for example "Agent published. 3 initiatives reactivated, 1 needs attention on the initiatives page." The offer is deliberately narrow. It only covers initiatives that this agent's unpublishing paused. If you pointed an initiative at a different agent in the meantime, already resumed it by hand, or it paused again for another reason like a disconnected channel, it is not in the list and you resume it yourself from the Initiatives page. Archive or delete an agent From an agent's card menu you can also Duplicate it (a quick way to try a variation) or remove it: - If the agent has never been used in an initiative, you can delete it outright. - If it has been used, you archive it instead, which retires it while keeping your conversation history and reporting intact. Tips - Plan edits for a quiet moment. The pause only lasts as long as your edit session, but during it, new prospects are not picked up. - Status badges tell you where each agent stands at a glance: Active is live, Training is a draft, and Archived is retired. - If you just want to tweak reply timing, reminders, or lead forwarding, there is no need to unpublish at all; Automation stays editable live. Related articles - Test your agent before going live - Viewing leads from an agent - Build your first Initiative - Setting guardrails - Building your sales flow

Viewing leads from an agent

Every agent keeps a list of the prospects it has talked to. The leads page is the quickest way to see how one specific agent is doing without sifting through your whole contact list. Open an agent's leads From an agent, open its leads view (also reachable as View All Leads from the agent's card menu). You will see the prospects that agent has handled, with recent activity refreshing live while you watch. Filter the list You can narrow the list with: - Search: find someone by name or handle. - Version: each time you republish an agent, that creates a new version. Filter to the latest version to judge your most recent edits on their own, or to an older one to compare. The columns follow the version Alongside the standard columns, the table shows one column per piece of lead info that version actually captured, in the order the flow asked for it. So a version that asked about budget, timeline and goal gives you those three columns, filled in. This means the columns change when you change versions, and that is the point: you are seeing what each version really asked. If you removed a question in your latest edit, its column is gone from the latest version and still there on the older one. Nothing is lost; you just have to be on the right version to see it. - Channel: if you have more than one account connected, filter to one channel. - Status: show only leads at a certain stage, like Qualified or Call Booked. - Date range: focus on this week, this month, or a custom span. Tips - This page is agent-specific. To see every contact across all your agents and initiatives, use Contacts in the sidebar. - Filtering by status is a fast way to find, say, everyone an agent qualified who has not bought yet. - Comparing two versions is most useful on two things at once: the same statuses side by side, and the questions each version asked. A version that qualified more people while asking fewer questions is the one to keep. - The version filter is the honest way to answer "did my last edit help?": compare the same statuses across the two versions. Related articles - Your Contacts inbox - Understanding lead statuses - Publish, pause, and edit agents

Sales Agent FAQs and best practices

How many agents can I create? That depends on your plan; the number of live agents is one of the things plans differ on. Most people run a small number of focused agents rather than many. See Cloziq plans explained. Can one agent sell more than one offer? Each agent is tied to a single offer, so it stays focused on one outcome. If you sell several things, create an agent for each and point the right initiative at each one. Do I have to write the whole conversation word for word? No. You write the agent's opening message and the questions that matter, and the agent handles the natural back-and-forth in between: answering offer questions, working through objections, and steering tangents back on track. Your guardrails set the boundaries. What is the difference between Close Sale and Book Call? It is the goal you set on Basics. Close Sale agents work toward a purchase and discuss price openly. Book Call agents work toward a scheduled call, keep price for the call, and can send reminders if you use connected Calendly. Digital products always use Close Sale; services can use either. Can I edit an agent after it goes live? Partly. The name, avatar, and everything on the Automation tab stay editable live. For the sales flow, guardrails, offer, goal, or tone, unpublish first: initiatives using the agent pause, ongoing conversations continue on the old version, and you republish when done. See Publish, pause, and edit agents. Does testing my agent cost anything? No. Test conversations are free, do not count toward your plan's conversation limit, and test contacts never appear in your contact list or metrics. You get 100 test messages a day, resetting at midnight UTC. Why won't my if/then rule publish? Four things get caught. Two are wording: conditions on a written answer cannot use hedging words like indicates, suggests, implies, appears, seems, or reflects, because they ask the agent to infer an answer instead of checking one; and a comparison needs something to compare against, so an operator with an empty box is rejected. Two are structural, and they are what you usually hit after reordering or deleting steps: a Go to Step action whose target step no longer exists, and a rule pointing at a field that is no longer attached to this agent. The second sends you to Manage Fields to reattach it or pick another. You also cannot put a rule on a contact detail field like email or phone. See Building your sales flow. Can my agent write in all lowercase? Yes. On the agent's Basics tab, beside the tone presets, turn on Write in lowercase. The agent then sends its messages in a looser, all lowercase style. Links, email addresses, names, and the word "I" keep their normal capitalization, so nothing important looks broken. It works with any tone. See Create your first Sales Agent. Why won't my agent publish? Beyond the usual missing pieces, two checks are about writing rather than settings and catch people out: - A qualification step must end on its question. Put any context in front, so the step finishes on the question mark. - Every guardrail line must be specific enough to act on. A one or two word rule is rejected. Say what the agent must do or avoid, and when. See Building your sales flow and Setting guardrails. What does the Hold flow action do? It keeps the conversation on that step instead of moving to the next question. Use it for the answer you are not willing to move past, like "I need to check with my partner" or "the timing is wrong". The agent does not go quiet. It keeps talking with them at that step and answers whatever they raise. It just will not advance until either their answer changes or they say they are ready to move on. Once they have moved on, that same rule will not stop them again. See Building your sales flow. Do I need a qualification step to collect the prospect's email or name? Usually not. If your agent books calls in the DMs, Cloziq automatically collects the name and email at booking time, since they are required to book the call. If your agent sells in the DMs, Stripe requires the buyer's email at checkout, and that is the address used for delivery and receipts. Add an email or phone field only when you want that info for your own follow-up or lead forwarding; otherwise spend your steps on qualification criteria like budget, goals, and timeline. Why isn't my agent replying? The most common reasons, roughly in order: the agent is not published; it is not connected to a live initiative; the prospect has not tapped the opt-in button yet on a comment-triggered conversation; a Reply Delay is still counting down; you replied in that thread yourself, which pauses the agent for good on that conversation; the prospect asked you to stop, which ends the conversation silently as Disqualified; or the conversation was handed to you as Needs Human Intervention. See My agent isn't replying to DMs for the full checklist. If a prospect says "I paid", why isn't the contact a Customer? Because the agent waits for the actual payment confirmation rather than taking anyone's word for it. Once the payment lands, the status flips on its own. For sales completed on an external checkout, Cloziq cannot see the payment, so the status stays Awaiting Purchase. Best practices - Start with one clear goal and a short flow, then refine once you see real conversations. - Give the agent a couple of strong disqualification rules so it spends time on real prospects. - Test the awkward paths, not just the easy ones, before publishing. - Spend your qualification steps on criteria like budget, goals, and timeline. Contact details for booking and checkout are collected automatically, so only add an email or phone field if you want it for your own follow-up. - Check your Needs Human Intervention contacts daily; those are warm leads waiting on you. Related articles - Create your first Sales Agent - How your agent runs a conversation - When a prospect opts out - Publish, pause, and edit agents