Setup:
To locate the Sales Agent go to Inbox → AI → Customizations Settings → Sales Agent.
Using the Setup Wizard:
Click Launch Wizard. The wizard suggests a setup based on your offers and data.
Choose a journey type: Intro offer or Custom.
Review the pre-filled lead stages and prompts, then select Apply changes → Continue.
After setup:
Sales Agent AI begins responding to inbound lead messages. The dashboard shows Leads contacted and Revenue generated, with filters for 30/90/365 days.
💡: If no intro offer exists, the wizard looks at other active offers and select the most sold membership.