Sales Agent AI is your studio’s built-in digital sales assistant. It is one of the agents as part of the AI- Inbox.
It automatically responds to inbound messages from leads, interprets their intent (positive, neutral, or negative), updates lead stages, and moves each person through your funnel all without you needing to lift a finger.
💡 Think of it as your 24/7 assistant!
How it works with your existing tools
Sales Agent seamlessly integrates into the tools you already use:
Outbound campaigns and sequences start the conversation.
Sales Agent jumps in when a lead replies answering questions, addressing objections, and guiding them toward booking or buying.
Funnels and Lead Management update automatically so you can see progress, conversions, and drop-offs in real time.
Where to Find Your Sales Agent:
Navigate to Inbox > Settings.
Once you click into your Settings, you will find AI Customization.
You will want to Select the Sales Agent tab at the top
Sections of the Sales Agent and their Function
1. Leads Contacted and Revenue Generated
Displays the number of leads the agent has communicated with or followed up on, as well as any revenue generated from these interactions.
You can filter this data by 30, 60, or 90 days to track performance over time.
2. Follow-Up Tone
Allows hosts to define how urgent or frequent the agent should be with offers.
This setting helps tailor communication style to match your business approach and lead engagement strategy.
3. Journey Steps
Represents the stages a lead goes through and the offers they receive at each stage.
Example: In a “1st Intro Journey,” leads are assigned specific Lead Stages (e.g., Prospect on Acceptance and Declined on Rejection). Once assigned, the agent will present the relevant memberships, classes, or appointments you’ve configured to be offered at each stage.
Why it matters
Leads often lose interest when responses are delayed. The Sales Agent eliminates that gap by helping you capture intent in the moment. Faster replies mean fewer missed opportunities and more booked intros, renewals, and memberships.
💡 Hosts using Sales Agent consistently report higher conversion rates and less manual follow-up time.
Questions?
If you have any questions, please feel free to reach out to us at [email protected].