Working with the Sales Platform

MyChatBot has two platforms that are stronger together. Understanding who does what is the key to wiring them up.

	Sales Platform	Agents Platform
Role	Your front office	Your back office
What it does	Always-on sales assistants that hold customer conversations across channels (WhatsApp, Telegram, Instagram, web widget…), qualify leads, move them through pipelines, and run follow-ups	Agents that do open-ended work — and that can build, operate, and report on your Sales Platform
Who it talks to	Your customers	You (and, on your behalf, the Sales Platform)

The short version: an Agents-Platform agent is the operator — it sets things up, kicks off campaigns, and pulls reports. The Sales Platform is the runtime — it holds the ongoing customer conversations and keeps chasing leads. You drive from Agents; the Sales Platform does the always-on customer work.

The three ways they connect

Connection	What it lets an agent do	Turn it on
Sales Platform capability	Operate your Sales Platform — create & configure sales assistants, connect channels, build pipelines, manage leads, trigger outreach, read chats	Enable the Sales Platform tool on an agent (the Sales Platform Wizard has it by default)
Sales-Platform knowledge as agent knowledge	Read your live FAQ, product catalog, feed, spreadsheet, and business documents — the same content your sales assistant uses	Attach them under the agent's Knowledge → From your sales platform, then turn on Business knowledge
Shared product search	Look up products from the same catalog your sales assistant searches	Attach the product source as knowledge (above) — see How search works

Start with the Sales Platform Wizard

Your workspace ships with a Sales Platform Wizard agent built for exactly this. Open its Tasks tab and you'll find ready-to-run cards — Create my first AI sales agent, Connect WhatsApp to a sales agent, Build a sales pipeline, Index my product catalog, Schedule a follow-up automation, and more. Run one and it walks you through the setup in plain language.

Scenario 1 — Stand up a sales assistant from a chat

Instead of clicking through setup screens, describe your business to an agent and let it configure the Sales Platform for you.

Open the Sales Platform Wizard and run Create my first AI sales agent.
It asks what you sell and who your customers are, then writes the sales assistant's instructions for you using sales best practices.
Run Connect WhatsApp to a sales agent (or another channel) to put it live.
Run Index my product catalog and Add an FAQ entry so it can answer product and policy questions.
Run Build a sales pipeline to give it stages to move leads through.

You now have a live, customer-facing sales assistant — built entirely from chat.

Scenario 2 — Kick off outreach, hand the conversation over

This is the classic hand-off: an agent starts the conversation, the Sales Platform runs it.

From an agent with the Sales Platform capability, trigger a one-off outreach message to a lead (or preview an audience and send a small campaign).
The sales assistant sends the first message on the channel.
The customer replies — and the sales assistant takes over: it answers questions from your catalog and FAQ, qualifies the lead, and moves it along the pipeline.
If the lead goes quiet, a follow-up automation chases them — e.g. "if a lead in the Contacted stage hasn't replied in 3 days, send a check-in." (Set this up once with the Wizard's Schedule a follow-up automation task.)

You triggered one message; the Sales Platform handled the entire back-and-forth and the follow-ups on its own.

Where the reply shows up

The customer's reply and the whole conversation live on the Sales Platform (in Leads / Active chats), on whatever channel they came in on — not in the agent's chat. The agent's job was to start it and, if you like, report on it later (Scenario 4).

Scenario 3 — One source of product truth

Build your product catalog and FAQ once, on the Sales Platform, and use it everywhere.

Your customer-facing sales assistant already searches it.
Attach the same sources to your Agents-Platform agents (Knowledge → From your sales platform) so an internal research or content agent answers from the exact same live catalog — no second copy to maintain.

Update the catalog once and every agent, on both platforms, reflects it on the next answer. See Knowledge bases and How search works.

Scenario 4 — A scheduled ops digest

Point a scheduled agent at your Sales Platform to run your morning review for you.

Give an agent the Sales Platform capability and a schedule (e.g. every weekday at 9am — see Tasks & schedules).
Each morning it summarizes recent customer chats, reviews your pipelines and stages, and flags leads that went quiet.
It posts the digest into a conversation — and can draft follow-ups for your review before anything goes out.

The Wizard's Summarize recent customer chats, Review my pipelines and stages, and Find leads matching a filter tasks are good starting points to schedule.

Which platform for which job

Rule of thumb

Ongoing customer conversations, across channels, day and night → Sales Platform.
Setup, one-off triggers, reporting, content, and any open-ended work → Agents Platform (which can reach into the Sales Platform to do it).
Product & FAQ knowledge → build it once on the Sales Platform, reuse on both.

Working with the Sales Platform ​

The three ways they connect ​

Scenario 1 — Stand up a sales assistant from a chat ​

Scenario 2 — Kick off outreach, hand the conversation over ​

Scenario 3 — One source of product truth ​

Scenario 4 — A scheduled ops digest ​

Which platform for which job ​

See also ​