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Best practices for lead conversion with Sales Agent AI

Learn how to get the most out of your Sales Agent AI by designing intentional journeys, refining your tone, and aligning your automation tools for smooth, high-converting conversations.

M
Written by Makayla James
Updated this week

Design with purpose

Each journey should have a clear goal - for example, selling an intro offer, upselling an expiring plan, or re-engaging a lapsed lead. When you know what success looks like, it’s easier to measure performance and fine-tune your AI’s responses.


Match your brand voice

In AI → Customizations → Brand voice, you can adjust tone and urgency so messages sound like you — not a script.


Whether your brand is high-energy, supportive, or laid-back, consistency helps leads trust your replies and take action faster.

💡 Small changes in tone often make a big impact on conversion.


Use each tool for its strength

Think of Sequences and Sales Agent as a team. Let Sequences start the conversation and the Sales Agent finishes it:

  • Sequences educate and nurture — send welcomes, FAQs, testimonials, and reminders.

  • Sales Agent handles real-time conversations — answering questions, resolving objections, and guiding the lead to book.

💡 : To increase engagement with your sequences, design your sequences with user-end questions that will prompt your customers to respond. Using questions such as “Have you tried Pilates before?

Make the most of intent detection

Sales Agent interprets a lead’s tone and intent in every reply.

  • Positive intent: Offer the next step or direct booking link.

  • Neutral intent: Ask clarifying questions and reduce barriers.

  • Negative intent: Present a fallback offer or pause the conversation.

Monitoring how the AI reacts helps you shape future responses.

Keep improving

Review transcripts weekly to spot trends — where do leads hesitate or drop off?

Update copy, adjust timing, and test new offers to keep your messaging fresh and relevant.

💡 Iterating regularly turns your AI into a sharper, more natural extension of your team.

Need help refining your messaging or journey setup? Reach out to [email protected] for guidance.

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