Leads aren’t being contacted
If the AI isn’t responding to leads, check the following:
The journey is toggled ON in the Sales Agent settings.
Leads are properly tagged (for example, “Lead”).
The intro or fallback offers referenced in the journey are active and visible to customers.
If all settings look correct but the issue persists, try temporarily turning the journey off and back on to refresh its configuration.
Low conversion rates
Review your message transcripts and look for friction points.
If leads drop off after the first reply, shorten your messages or simplify your offers.
You can also increase urgency slightly — for example, by highlighting limited spots or upcoming expirations.
💡 A friendly, confident tone performs better than a sales-heavy one.
Too many escalations
If your team is receiving more escalations than expected, add new rules for recurring questions.
Use past transcripts to identify common triggers and decide whether the AI could handle those next time.
Also, ensure your staff are closing escalated conversations promptly to prevent backlog.
Frequently asked questions
Q. Can the Sales Agent send outbound messages?
A. No, it only responds to inbound inquiries. Outbound campaigns remain under Sequences or manual communication.
Q. Can multiple journeys run at the same time?
A. Yes. You can have several journeys active, but start with one until you’re comfortable monitoring performance.
Q. Does the AI update lead stages automatically?
A. Yes — as long as your stages were created or mapped during the initial setup wizard.
Still having trouble?
Our support team is available to troubleshoot your setup. Contact [email protected] for help anytime.