Momence

Learn what the Sales Agent AI does, how it works alongside your other tools, and why it’s a game-changer for converting leads, faster.

Sales Agent AI overview

Enable Sales Agent, launch the wizard, and create journeys in minutes.

Setting up the Sales Agent Workflow

Learn how to design clear, goal-driven journeys that deliver consistent, high-converting results.

Designing Lead Journeys: Intro Offer

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.

Best practices for lead conversion with Sales Agent AI

Use built-in reporting tools to understand how the Sales Agent AI impacts your conversions, leads, and overall sales performance.

Tracking and measuring Sales Agent performance

Learn how to interpret your Sales Agent AI’s performance data, understand what each metric means, and identify trends that reveal how your AI impacts conversions and revenue.

Sales Agent metrics explained

Some conversations need a human touch. Learn how to identify when your Sales Agent AI should hand off to your team and how to manage those transitions smoothly.

Handling exceptions and escalations

Set up reliable triggers and escalation workflows that ensure complex inquiries get directed to your team quickly and clearly.

Escalation rules and human hand-off

Make your Sales Agent AI launch smooth and successful by preparing your account, team, and offers ahead of time.

Launch checklist for Sales Agent

If something isn’t working as expected, use these steps to identify and fix common Sales Agent AI issues.

Troubleshooting and common questions

Makayla James

Setup and Troubleshooting Guide to the Sales Agent

NEW! Momence Sales Agent

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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