AI Sales Agent that never sleeps and never forgets

What an AI Sales Agent is and who it is for

The AI Sales Agent is the customer-facing assistant of the MyChatBot Sales Platform. It answers buyers in your chats, finds the right products in your catalog, collects contact details, creates leads and orders, and hands the conversation to your team when a person is needed.

It is built for businesses where sales happen in messages: online stores that sell through Instagram or WhatsApp and service companies that qualify requests before a call. Unless you set working hours, the agent stays on duty around the clock, and every change you save applies from its next reply.

There is no fixed script tree: you describe the role, sales script and rules in plain language, and the agent applies them in every conversation.

How it works in MyChatBot, step by step

1. A message arrives. A buyer writes on a connected channel, such as Instagram, WhatsApp or your website widget.
2. The agent reads its configuration. For every reply it uses the current Role, skills, Communication guidelines and assigned knowledge base.
3. It looks things up. Product questions go to product search; delivery and returns questions go to your FAQ and business documents.
4. It qualifies the buyer. With Contact Details and Client Context turned on, it saves name, phone, email and the data points you define, such as budget or deadline, to the client card.
5. It moves the lead. It sets the funnel status and labels your instructions describe, and creates or updates a lead or deal in your connected CRM.
6. It closes or escalates. It creates the order, sends a payment link if you use Stripe with native Orders, or notifies a manager and hands the chat over.
7. It follows up. If the buyer goes silent, a published follow-up sequence targeting that status and label writes to them again.

Key capabilities

Product search that understands the request

Product search matches a query by meaning, keywords, category and, optionally, a product photo. For large catalogs with many attributes, turn on Agentic Search: a search agent refines the query in several steps and compares results before answering.

Qualification without forms

Contact Details saves the full name, phone number and email when a customer shares them. Client Context collects any other fields you define and keeps them for the same client across all channels, so a buyer who moves from Instagram to WhatsApp is not asked twice.

Orders and payment

With native Orders the agent creates, updates and cancels orders in the chat, collecting the order and item fields you configure. If you link Stripe, it sends a checkout link in the chat, and the order switches to Paid and Confirmed once payment completes. Spreadsheet Orders instead writes each order as a new row and does not save it until every column is filled.

Pipeline and follow-ups

Funnel statuses and labels organise leads on a Kanban board inside MyChatBot, and funnel statuses can also be synced from your CRM. Follow-ups use them to re-engage clients who stopped replying, and if you allow it in Reply & Tools, the agent can schedule its own reminder when a buyer asks to talk later.

Channels and integrations

One agent answers on every channel connected to it: Website Widget, WhatsApp, Instagram DMs and comments, Facebook Messenger, TikTok, Telegram bot and Telegram Account, Viber bot and E-Chat Viber, Gmail, SMS, OLX, AI calls and the Webhooks API. Each channel is connected to one assistant at a time, and on the Channels page you decide which assistant answers where.

For sales data, connect one CRM per assistant: HubSpot, Salesforce, Zoho, Bitrix24, Kommo, KeyCRM, SalesDrive, GoHighLevel or another tool from the Integrations page. You choose which entities and fields the agent may fill, which pipeline new records land in, and whether a phone number is required first. In most CRMs, records the agent creates get the source AI- plus the assistant name, so AI-sourced pipeline is easy to report on. See all integrations.

Google Calendar or Altegio let the agent check, book and cancel appointments in the chat, and a Custom MCP server adds any other tool.

When a human takes over, and the limits to know

Your instructions decide when the agent involves people. An operator notification flags the chat and, if Flight Control is linked to a Telegram group, sends your team the client’s name, phone, email and a chat link while the agent keeps talking. A handoff to operator also switches the chat to operator mode and the Operator tab.

Managers can step in at any time. In Handoff Control, choose a stop word or implicit handoff, where any operator message switches the chat to operator mode. Silent handoff hides the switch from the customer, and auto return turns the agent back on after 24 hours, or a custom interval, if the operator forgets. More on the human hand-off page.

Limits to plan for:

• Outside Work Hours the agent is silent and later skips the off-hours backlog, so have an operator or Follow-ups pick those chats up.
• If your account balance runs out, assistants switch off; check the Status switch after topping up.
• An assistant can have only one CRM and one scheduler connected at a time.
• Test Dialog replies count toward your AI messages, and write-type tools such as calendar bookings run for real.

How to set it up

1. Open Agent configuration, write the Role and sales script, and choose a Communication style. Script lab can draft the Role and skills from a plain-language description.
2. In Knowledge base, connect a Product Feed or Product Spreadsheet with auto-update and add your FAQ and business documents, then assign that knowledge base to the agent under Toolkit → Knowledge.
3. In the Toolkit, turn on Contact Details and Client Context, and set up the pipeline, statuses and labels under Lead Management.
4. On the Integrations page, connect your CRM or Orders and choose the fields the agent may fill. For a CRM with pipelines, run Sync statuses.
5. Under Settings, set Work Hours, link Flight Control to a Telegram group, configure Handoff Control and Reply & Tools, then save.
6. Rehearse real buyer questions in the Test Dialog.
7. Connect your channels with Connect agent to this channel switched off, review the settings, then switch it on and send a real test message.
8. Publish a follow-up sequence and attach it under Toolkit → Follow ups.

Standard and Pro keep one sales assistant active at a time, Multipro and higher allow several. Compare plans on the pricing page.