AI Sales Agent

The AI sales agent is the bot that greets visitors, answers their questions, qualifies what they need, and either quotes a price and takes payment or hands a warm lead to your team. This page is where you give it a personality, teach it your services and prices, and decide exactly how and when it engages. It is the most detailed setup in ZenTalk, so this guide walks it section by section.

Where it lives

Open the Sites tab, select a site, and click AI sales agent in the site card. Every site has its own bot with its own persona, prices, and hours, so a support site and a sales site can behave completely differently. Only workspace owners, admins, and marketeers can edit these settings. Changes are staged until you click Save changes at the bottom.

Identity and persona

The Identity section controls how the bot introduces itself.

• Enable AI sales agent: the master switch. When it is off, the bot never engages, even if a visitor messages. Turn it off to pause the bot without losing any of its configuration.
• Bot name: the name shown above each AI message bubble, for example Riley or Aria. Keep it human and on brand.
• Persona: a free-text voice and tone direction that is injected into the bot's system prompt. Describe how it should sound and behave, such as warm and concise, asks about volume before quoting, never over-promises on lead times. This is the single biggest lever on how the bot reads to your visitors.

Greeting and first turn

• Enable bot greeting: when on, the bot opens the conversation itself. When off, it stays quiet until the visitor speaks first, then replies.
• Greeting message: the exact text of the bot's first turn. Leave it empty to let the bot compose its own opener from context.
• Greeting delay (seconds): how long after a visitor arrives before the greeting fires. Zero means immediately. If the visitor sends a message before the delay is up, the timed greeting is cancelled and the bot just replies. Range 0 to 300.
• Tailor greeting to the visitor's ad search or intent: when on, and the visitor arrived from a paid ad, the opener is quietly shaped by what they searched for. It stays natural and never repeats the exact term or implies you were watching their search.

Response timing and follow-up

Timing is what makes the bot feel human rather than robotic. These three controls decide how quickly it jumps in and how it handles silence.

• Response delay (seconds): how long the bot waits after a visitor message before it engages. This is a deliberate head start so a human agent can grab the conversation first. Set it to zero for instant AI, or higher on sites where your team likes to take chats themselves. Range 0 to 300.
• Silence follow-up (seconds): if the visitor goes quiet after the bot has spoken, and they are still on the site (Live or Idle, not Offline), the bot sends one short nudge after this many seconds. Zero disables follow-up entirely. Range 0 to 300.
• Max follow-up attempts: how many times the bot may nudge a silent visitor before it gives up. The counter resets the moment the visitor replies, so a real conversation is never cut off. Range 0 to 20.

Qualification mode

Qualification mode turns the bot into a lead-gen assistant instead of a closer. Use it on Google Ads landing sites and anywhere you would rather a human handled the money.

• The bot's job becomes capturing the visitor's requirements and their contact details, then handing off to a person.
• All payment-link tools are disabled across the chat, so the bot never tries to charge and the Create payment link button is hidden.
• The moment it captures a contact, a stakeholder digest email fires to the people you list, so a human can follow up fast.
• Follow-up SLA hours sets how quickly that handoff is expected, which drives the reminder timing.

Because a qualification-mode site never quotes prices, you do not have to fill in the pricing matrix below for it.

Active hours

By default the bot runs around the clock. Turn on Active hours to give it a schedule with a start time, an end time, and a timezone, so it only engages during your business hours and steps aside outside them. This pairs well with the missed-message flow, which still captures leads when the bot is off duty.

Services and pricing

This is what lets the bot quote real numbers instead of guessing. It has three parts.

• Services: the list of offerings the bot is allowed to discuss and price, for example Custom Printed Mailers or Coffee Bags. Anything outside this list, the bot treats as out of scope.
• Pricing bands: for each service you set a floor, a typical, and a ceiling price. The bot quotes within this range based on the scope the visitor describes, and never below the floor. The values must satisfy floor, then typical, then ceiling in order.
• Anchor examples: a few worked examples that map a plain-English scope to a price, such as 2,000 branded kraft mailers with one-color print for $900. These teach the model your real rate card far better than the bands alone, so add two or three per service.

Maximum auto-charge is a safety cap. Any quote the bot would generate above this amount is escalated to a human instead of being charged automatically, so a large deal never closes without a person in the loop.

Voice, knowledge, and testing

• Conversational behavior: toggle whether the bot can take voice calls and reply with voice notes, and pick the voice it uses. Voice features depend on the matching widget features being on for the site.
• Knowledge base: a free-text box of facts the bot should know, such as lead times, minimums, shipping, and materials. It is capped at about 50 KB, which is plenty of text. You can also transcribe an audio clip straight into it. Alongside this, the bot auto-reads your website, and you can trigger a rescan.
• Copy config from another site: clone an existing site's AI setup into this one as a starting point, then adjust. A big time saver when you run many similar sites.
• Test the AI: the Test the AI button opens a drawer where you can dry-run the unsaved draft against sample messages, so you can check tone and pricing before you save.

Related

When the bot quotes, and if Payments are on for the site, it can take the money in chat. See Sites for the widget and presence settings that surround the bot.