Have an agent build & run your sales assistant

Describe your business in one chat, and walk away with a live sales assistant that greets customers, answers from your catalog, and reaches out to your leads.

What you'll have — A working, customer-facing sales assistant that you built entirely by chatting. It has its own instructions, a lead pipeline, a knowledge base, and a live channel (WhatsApp, Telegram, or a web widget). It greets people, answers product and policy questions, moves leads through your stages, and — once you say the word — sends a first outreach message to a batch of leads. From then on it handles the replies on its own.
Who it's for — Any shop, service business, or team that wants a sales bot up and running today without clicking through a dozen setup screens. If you can describe what you sell, the Wizard can build it.
Time & plan — About 20–30 minutes. Works on any Sales plan (Standard or above) — that's any plan that includes both an agents budget (the dollar wallet that runs the Wizard) and Sales access (so the assistant it builds can actually reply). A 3-day trial works for a first look; see the note under Try it before you rely on it for real outreach.

One agent builds another

You're going to chat with the Sales Platform Wizard — an agent whose whole job is to set up and operate your Sales Platform. It does the building. The sales assistant it creates is the thing your customers talk to. Two different bots, one conversation to wire them up.

Ingredients

Everything here is switched on for you by default, or set up by the Wizard as you go. Here's the checklist so you know what each piece is for.

#	What you'll use	Where	Needed for
1	Sales Platform Wizard (your default agent)	Agents → app.mychatbot.app/agents	The chat that builds and runs everything below
2	Sales Platform capability (on the Wizard)	Already on by default	Lets the Wizard create the assistant, pipeline, and knowledge for you
3	A channel to go live on	A Sales channel — WhatsApp, Telegram, or the Website Widget	Where customers actually reach the assistant
4	A knowledge base — FAQ and/or product catalog	Set up by the Wizard from a link or a few facts you paste	So the assistant answers about your products and policies
5	A lead pipeline with stages	Built by the Wizard	So the assistant moves people through your funnel
6	(Optional) A batch of leads to reach out to	Leads → app.mychatbot.app/leads	The audience for a first outreach

Steps

1. Open the Wizard and tell it what you sell

Go to Agents → app.mychatbot.app/agents and open the Sales Platform Wizard. Start a New conversation and describe your business in plain language:

"I run a small online store selling handmade candles. Build me a sales assistant that greets people, answers questions about scents and shipping, and nudges quiet leads to buy."

The Wizard reads your account, then gets to work. Its Tasks tab has ready-to-run cards for each step below — Create my first AI sales agent, Connect WhatsApp to a sales agent, Index my product catalog, Build a sales pipeline, Launch an immediate outreach campaign — if you'd rather click than type.

The Wizard writes the instructions for you

You don't have to know how to prompt a sales bot. Tell the Wizard your business and your tone, and it writes the assistant's instructions using sales best practices. You can always ask it to adjust them later — "make it warmer," "always mention free shipping over $50."

2. Let it build the assistant, pipeline, and knowledge

Ask the Wizard to build the assistant, then keep going in the same chat:

The assistant — it creates a real sales assistant on your account with the instructions it just wrote.
A pipeline — ask it to build a sales pipeline, and it adds stages (e.g. New → Contacted → Qualified → Won) so leads have somewhere to move.
A knowledge base — give it a link to your catalog or product feed and it indexes it, and/or paste a few FAQ answers (shipping, returns, hours) and it saves them. Now the assistant can answer from your real content instead of guessing.

You can watch each piece land — the Wizard tells you what it created as it goes.

Build your product truth once

The catalog and FAQ you set up here are the same sources your assistant searches on every reply — and you can reuse them across the platform. Update them once and every answer reflects it. See How search works and Knowledge bases.

3. Connect a channel — this part is on you

The Wizard can build everything except sign you in to WhatsApp. Ask it to connect a channel and it hands you a link to the channel setup page; you finish the authentication there in your browser.

Open the link, or go straight to the channel you want — WhatsApp (/channels/whatsapp), Telegram (/channels/telegram), or the Website Widget (/channels/website-widget).
Sign in / scan the QR / paste your token as that page walks you through, and attach the channel to the assistant the Wizard just built.

Once the channel shows connected, your assistant is live — real customers on that channel now reach it.

Channel sign-in is a manual, human step

For your security, the Wizard never handles your channel credentials. It sets up the assistant, the pipeline, and the knowledge — but connecting WhatsApp/Telegram/Instagram is something you do yourself in the web UI. It's a two-minute step; the Wizard just can't do it for you.

4. Preview the assistant before customers do

Ask the Wizard to run a test chat. It opens a private test conversation with your new assistant — no channel, no real customer — so you can see exactly how it greets, answers, and handles a tricky question.

"Test the assistant — ask it what candles you have under $20 and whether you ship internationally."

Read the replies. If anything's off, tell the Wizard to tweak the instructions or add an FAQ entry, then test again. Iterate here until you're happy; it's free of channel traffic and safe to experiment in.

5. Kick off a first outreach — and confirm before it sends

Now the fun part: have the assistant reach out to a batch of leads. Make sure you have some leads first (Leads → app.mychatbot.app/leads — import a list or let earlier chats create them). Then ask the Wizard:

"Send a friendly check-in to everyone in the New stage who hasn't heard from us."

The Wizard does not blast immediately. It first previews the audience — showing you how many leads match and a few sample names — and waits for your explicit "yes." Only after you confirm does it schedule the send.

An outreach campaign the Wizard created, shown on the Outreach page after you confirmed the audience

You're always in the loop for outreach

This is by design, not a limitation. The Wizard will never message your customers without showing you the audience and getting a clear "yes" first — for a whole campaign and for a single-lead message. Read the preview, then confirm. If the numbers look wrong, say so and it'll refine the audience before anything goes out.

"Immediate" means soon, not this second

An immediate outreach campaign starts after a short buffer — a few minutes, not the instant you confirm (the Wizard may quote up to ten). That's normal; it gives the send queue time to line everything up. You'll see the campaign on the Outreach page at app.mychatbot.app/follow-up.

6. Let the assistant take the conversation from here

Once the first messages go out, your job is done — the sales assistant runs the rest. When a customer replies on the channel, the assistant answers from your catalog and FAQ, qualifies the lead, and moves it along the pipeline, all on its own.

Those conversations don't come back to the Wizard's chat — they live on your Sales Platform. Watch them in Active chats at app.mychatbot.app/chats, and see leads move through stages in Leads at app.mychatbot.app/leads. Jump in and reply by hand any time; the assistant hands the chat to you and picks back up when you flip it back to AI.

If your assistant goes quiet, check your sales-message balance

There are two separate balances at play, and they fail differently:

The agents budget — the dollar wallet that runs the Wizard. If it's empty, the Wizard itself can't build or chat.
The sales-message balance — the pool your live assistant spends every time it replies to a real customer (across every channel, voice included).

If your assistant suddenly stops replying, check the sales-message balance first. When it hits zero, the system turns off all your assistants on every channel — and it does not turn them back on by itself. This is very reachable on a trial's ~10-message pool or a small Standard plan.

To recover: top up your sales messages (buy extra replies), or re-enable the assistant manually by toggling it back on. Topping up is what flips them back on automatically; otherwise flip the switch yourself.

Try it

Don't wait for a campaign. Prove the whole loop end-to-end in two minutes:

Message your own assistant on the live channel (or from the Website Widget) as if you were a customer — "Hi, what do you sell?"
Watch it greet you and answer from the knowledge you set up.
Open Active chats at app.mychatbot.app/chats and find that conversation, with your new lead attached and dropped into the first pipeline stage.

That's the entire front office working: greeting, answering, capturing the lead. Now ask the Wizard for a small outreach to just a couple of test leads and confirm the preview to see step 5 in action.

On a free trial, keep it small

A 3-day trial is great for building and previewing, but its agents budget is capped at about $1 and its sales-message pool is only about 10 messages (300,000 tokens ÷ 30,000 tokens per message) — enough to build the assistant and test it, not enough for real outreach volume. And remember: if that sales-message pool hits zero, your assistant goes silent until you top up or re-enable it (see the note in step 6). Convert to a paid Standard (or above) plan before you rely on this day to day.

Level it up

Add a re-engagement follow-up. Ask the Wizard to schedule a follow-up automation — e.g. "if a lead in the Contacted stage goes quiet for 3 days, send a check-in." It runs on its own from then on. Manage these on the Outreach page (/follow-up); see Follow-ups.
Capture leads automatically. Wire up an automation so new website-form or Meta lead-form submissions become leads and get a first message instantly — no manual import. Set these up under Automations (app.mychatbot.app/automations); see Automations.
Reach out by phone. Ask the Wizard to place an outbound call to a lead. This one needs a Twilio/SIP-backed Calls channel connected first (the in-browser voice channel can't dial out) — set that up, then it'll echo the number and message and wait for your "yes" before dialing.
Ground it in your real catalog. Point the assistant at a live product feed so it always answers from current stock and prices. See Getting inventory in and How search works.
Connect your CRM. Keep leads in sync with HubSpot, Salesforce, Kommo, and more — available on any Sales plan. See Integrations overview.

Have an agent build & run your sales assistant ​

Ingredients ​

Steps ​

1. Open the Wizard and tell it what you sell ​

2. Let it build the assistant, pipeline, and knowledge ​

3. Connect a channel — this part is on you ​

4. Preview the assistant before customers do ​

5. Kick off a first outreach — and confirm before it sends ​

6. Let the assistant take the conversation from here ​

Try it ​

Level it up ​

See also ​