Manage a Sales Agent

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Enable or disable a Sales Agent

In the Expert Agents list, each row has an Enabled / Disabled dropdown in the Enabled column. Switching to Disabled automatically hides the Agent from all Landing Pages. This acts as an easy kill switch without having to remove the Agent’s theme block from every page. All message and chat history is preserved. Switch back to Enabled to resume responses.

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Edit a Sales Agent

1. From the Dashboard, click Agents.
2. Click the more options (…) menu on the Sales Agent’s row or click the Agent Name to open the Sales Assistant overview page, then click the more options (…) menu.
3. Choose Edit.
4. The Edit chatbot modal opens with your current settings.
5. Update any field and click Submit. A message confirms Chatbot successfully updated.

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Collect leads from conversations

Turn visitors into leads by having your Sales Agent ask for their email during a conversation. When a visitor shares their email, Kajabi saves it to your Contacts so you can follow up or kick off an automation.  Turn on lead capture:

1. Edit your Sales Agent and go to the Contact collection settings section.
2. Turn on the Collect email address toggle.
3. In the Default message field, edit the wording your agent uses to ask for an email so it matches your brand voice. The default is: “I’d love to send you more details — mind sharing your email?”
4. Use the Ask for email after dropdown to choose when the Agent asks: after 3, 5, or 8 messages.
5. Save your changes.

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What happens to captured emails

When a visitor shares their email, Kajabi saves it as a Contact. You can then use the captured lead as a trigger in an Automation to tag the contact, send an email, enroll them in a sequence, or notify your team.

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Delete a Sales Agent

1. From the Agents list, click the more options (…) menu on the Sales Agent’s row and choose Delete.
2. In the Delete chatbot? confirmation modal, check the box labeled Yes, I would like to delete this chatbot.
3. Click Delete.

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View analytics

To view analytics, click the Sales Agent’s Name in the Agents list to open the overview page.

• Total Messages — The total number of messages the Sales Agent has received
• Active Conversations — The total number of active conversations
• Unique Members — How many individual people have chatted with your Sales Agent
• Avg. Messages / Conversations — The average number of messages per conversation

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Monitor conversations in Universal Inbox

Every Sales Agent conversation automatically appears in Universal Inbox. Sales Agent conversations are grouped in their own sub-channel so you can focus on pre-purchase activity separately from Teaching Assistant conversations. Each conversation row shows a Sales badge to distinguish it from other agent types at a glance. 

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Filter to Sales Agent conversations

  1. From the Dashboard, navigate to the Marketing tab and click into Universal Inbox.   2. Click into the dropdown menu under All channels and select Sales Agent To see all agent conversations together, select the top-level Agents channel instead.

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Take over a conversation

You can step into a live conversation and reply directly. The visitor stays in the same chat thread and the Agent goes silent for the rest of the session.   1. Open the conversation in Universal Inbox.   2. Click Take Over.    3. Type your reply and send. The Agent will no longer respond to this conversation.   4. When you are ready to have the Agent take back over, click Release and the Agent will respond to any future messages in that conversation.

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Review a visitor’s full conversation history

When you view a Contact’s profile, you will see their entire conversation history with Expert Agents under Lifecycle. From the Lifecycle page, you can select Expert Agent Chat from the Filter by event type dropdown.

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Troubleshooting

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My Offer details aren’t showing up in responses

• Confirm the correct Offer or Landing Page is linked on the Agent in Edit chatbot
• Confirm the Agent’s status is Active, not Setting up… or Needs attention
• Confirm the Offer and its associated content are published

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A visitor says they can see the chat but it won’t respond

• Confirm the Agent’s status in the list is Enabled, not Disabled
• If the Agent was recently disabled, ask the visitor to refresh their browser
• Check whether the Agent entered the Needs attention state. If so, contact support.

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The chat block doesn’t appear on a Landing Page

• Confirm the block was added in the Theme Editor and the page was published
• Confirm the page’s theme is on a version that supports Expert Agent blocks
• If the block was removed from the theme but the Agent is still enabled, the Agent won’t appear — verify the block is still present in the page’s sections