Skip to main content

​
What the sales agent does

A sales agent is an agent with type: sales. It runs on your marketing site through the web widget and is built for pre-sale conversations: answering product and pricing questions, capturing visitor contact details, qualifying leads against your criteria, booking meetings, and handing off to a human rep when it matters. Everything below is configured on AI Agents > [Your Sales Agent] > Configure.

​
Conversation starters

Preset questions visitors can tap when the widget opens (for example “What pricing plans do you offer?”). Each starter takes an optional page pattern so it only appears on matching pages: /pricing* shows a pricing starter on pricing pages only, while starters without a pattern show everywhere. Patterns support * (single path segment) and ** (across segments).

​
Lead capture

Collect visitor contact details with a native form inside the chat. Turn it on under Lead capture and choose when the form appears: Email is always required. You can add name, phone, and company as built-in fields, plus custom fields (text, email, phone, or dropdown), and drag them into the order you want. Submissions create a lead contact in Contacts with attribution (landing page, UTM parameters, referrer) attached. Visitors who already submitted the form in a session are never asked again.

​
Qualification

Under Lead qualification criteria, describe in plain language what makes a lead a good fit:
The AI uses this to decide when to mark a lead qualified or not qualified during conversation. Leave it empty and the AI qualifies on general fit signals. Qualified leads automatically become deals in your sales pipeline when the Sales Suite is enabled.

​
Integration embeds

Embeds are scheduling pages and forms the AI can surface directly in the chat at the right moment, for example when a visitor asks to book a demo. No account connection or OAuth is needed. You paste a link, and the AI gets a tool to show it.
1

Add an embed

Under Integration embeds, click Add integration and pick Calendly, Orbit forms, or Custom link.
2

Paste the link

For Calendly, paste any scheduling link (a single event type like https://calendly.com/your-team/30-min-demo works best). For Orbit forms, paste the form’s share link (https://orbitforms.ai/r/team-id/form-slug).
3

Give it a label

The label (“Book a demo”) is shown as the card title in chat and helps the AI pick the right embed when you have several.
How each type renders in the chat: Every inline embed also has an “Open in new tab” link, so visitors on networks that block embedded content can still get through.
The AI shows embeds when conversation context calls for them: a visitor asking to book a call gets the Calendly card, one asking to get in touch gets your contact form. You can steer this with agent instructions, for example “always offer to book a demo after qualifying a lead.”

​
Lead notifications

Under Notifications, alert your team the moment a fresh lead is captured. Notifications fire once per lead (no duplicates when a lead is captured incrementally across the same conversation).

​
Slack

Pick a channel and every new lead posts a summary there: name, email, phone, company, the page they came from, and their traffic source. Sales handoff requests post to the same channel.
  • Slack connects once for your whole workspace on the Slack integration page. The same connection powers agent Slack channels; the picker here only controls where lead alerts go. If Slack isn’t connected yet, the panel shows a Connect Slack button.
  • Public channels work immediately (the Halo bot joins automatically). For a private channel, invite the bot to the channel first.
  • Use Send test next to the channel picker to post a test message and confirm the wiring.

​
Email

Add any number of recipient addresses. Each gets a plain email per new lead with the captured details and a link to the lead in your dashboard.

​
CRM

If HubSpot is connected, captured leads with an email are also created or updated as HubSpot contacts automatically.

​
Proactive messaging

Nudge visitors with a teaser bubble before they open the widget. Triggers fire on time on page, scroll depth, or exit intent, each with an optional page pattern so different pages get different messages. A trigger can stack multiple bubbles, and you can customize the teaser’s background and text colors. Clicking a teaser opens the chat and sends the message to the AI so the conversation starts immediately.

​
Human handoff

The AI hands the conversation to a human when a visitor asks for a person or when the conversation warrants it (enterprise deals, custom requirements). Handoffs create a ticket in your Inbox with the conversation context and lead details attached, and post to your lead-alert Slack channel when one is configured.