What can buyers ask the sales agent?

Anything your sales notes answer. A buyer on your pricing page can ask which plan includes a feature they need, how setup works for a team like theirs or what happens when a trial ends, and hear the answer without leaving the page.

Voice helps when a question is easier to say than to type, or when a buyer would rather ask now than fill in a form and wait for a reply. The conversation starts only when they press the button, and it ends when they hang up or after 10 minutes.

Where does a voice sales agent help on a SaaS website?

Put the sales widget on the pages where buyers make up their minds. Every page that loads the sales embed shows the same agent, using the same approved sales notes.

  • Pricing pages, where buyers compare plans and ask what each one includes.
  • Feature and use-case pages, where they check whether your product handles their situation.
  • Comparison pages, where they ask how you differ from the tool they use today.
  • Signup pages, for the last questions before someone creates an account.

How do sales answers stay accurate?

The sales agent has its own knowledge: notes your team writes on features, plans, prices and comparisons, each approved before the agent can use it. It never sees your support documents or GitHub imports, so its answers draw on what you’ve prepared for sales.

Its default instructions tell it never to invent pricing, discounts, commitments or capabilities. When the notes don’t cover a question, it’s told to say it doesn’t know and suggest your website’s usual contact options, such as a demo request or your sales email. If you’ve turned on human handover for sales, an early release, it offers to connect the buyer to your team instead.

Website URL import is switched off, so publishing a new pricing page doesn’t change the agent’s answers. When your offer changes, add a sales note with the new details, approve it, then remove the old note so the agent stops finding outdated prices.

How do you set up the sales agent?

The sales agent has its own tab in your dashboard. Give it a product name, an agent name, a greeting and instructions, choose the Marin or Cedar voice, and set the button label and colour. The default label is “Talk to sales”.

Add the sales embed to your site. It’s the same script tag as support with data-channel="sales", and both widgets can share a page, stacked in the bottom-right corner. List up to 10 allowed website origins, test a conversation from the dashboard, then switch on customer calls.

What doesn’t the sales agent do?

It answers questions from visitors who choose to talk. Keep your other sales tools for everything else.

  • It doesn’t call leads, prospect or follow up after a conversation.
  • It doesn’t book meetings or update a CRM or calendar.
  • It passes a buyer to your sales team only if you turn on human handover, an early release. Your team verifies a UK or US phone number for the sales agent in Settings, and the person who answers hears a private briefing first. Customer routing is still being tested, so keep your demo or contact links visible.
  • It greets visitors in English, and each call stops at 10 minutes.

What do sales conversations tell your team?

Every conversation is saved with a text transcript, and the Conversations tab lets you filter to sales calls. Read what buyers asked, spot the questions your pages don’t answer, then add or replace sales notes or improve your website copy.

Support, sales and your own tests share each workspace’s first 50 free conversations.

Common questions

Does the sales agent make outbound prospecting calls?

No. Kawl Now never calls prospects or leads. The sales widget starts a browser conversation only when a visitor on your website chooses to talk, so it suits inbound questions rather than prospecting or cold outreach.

Does the agent book meetings or update my CRM?

No. The pilot covers product conversations from your approved sales notes, and Kawl Now has no calendar, CRM or webhook connections. Add your demo or contact route to those notes so the agent can tell buyers where to go next.

Can the sales agent quote prices?

Yes, if your approved sales notes include them. Kawl Now’s default instructions tell the agent never to invent pricing, discounts or commitments, so when your plans change, add a new note, approve it and remove the old one.

Can the sales agent see our support docs?

No. Kawl Now keeps the two agents’ knowledge apart: the sales agent searches only approved sales notes and never sees support documents or GitHub imports. Write anything buyers need, such as setup or integration basics, into a sales note.

Will a new pricing page update the agent’s answers?

No. Website URL import is switched off in Kawl Now, so the agent keeps using its approved sales notes. On the day you publish new prices, add a note with them, approve it and remove the old note.