Set up a Sales Agent

A Sales Agent is a type of Expert Agent — an AI chat experience that lives on your Landing and Sales Pages and helps prospects learn about your Offers before they buy. Where a Teaching Assistant supports members who already own a Product, a Sales Agent works on the pre-purchase side of the journey: answering questions about pricing, what’s included, and which Offer is the right fit, around the clock. Setting up a Sales Agent takes a few minutes. You choose the Sales Assistant template, link it to the Offer or Landing Page it represents, customize a name and welcome message, and place the chat experience on a page using the Theme Editor. Because a Sales Agent speaks to prospects rather than enrolled members, it can reference your Offer details and product descriptions without the visitor needing to own anything first.

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Before you begin

• You need at least one published Offer or Landing Page for the Sales Agent to represent.
• The Agent block is added through the Theme Editor, so the Landing Page you plan to attach the Agent to should be on an up-to-date theme.
  Note: Builder 2.0 is required when adding an Expert Agent to a Page or Product. Learn how to upgrade here.
  Note:
  Agents only work on the latest Encore and Premier site themes, and Premier and Momentum product themes: Encore Site 2.14.7, Encore Landing Page 2.14.7, Encore Offer 2.14.7, Encore Offer Upsell 2.14.7, Premier site 6.5.2, Premier Product 7.10.3, Momentum Product >=7.1.3 and above. Third-party templates can be updated to work with Agents.

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Create a Sales Agent

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Open the Expert Agents area

1. From the Dashboard, click Agents.
2. If you already have Agents listed, click + New chatbot in the top right.

3. If you haven’t created any Agents yet, click Get started from the empty state.

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Choose a template

The Create chatbot wizard opens to the Choose a template step.

1. Select the Sales Assistant template.
2. Click Next.

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Configure a Sales Agent

1. In the Configure your chatbot step, fill in the following fields:

• Agent name (required) — The name prospects see at the top of the chat
• Description (optional) — A short internal description. Prospects do not see this
• Welcome message (optional) — The first message shown when a visitor opens the chat
• Knowledge sources (required) — Link the Sales Agent to the Offer(s) or Landing Page(s) it represents so the Agent knows which Offer it’s selling and what details it can reference
• Custom instructions (optional) — Give the Agent personality and focus, and shape how it communicates

Custom instructions work well for:

• Language — “Always respond in Spanish”
• Emphasis — “Lead with the transformation, then the price”
• Tone — “Adopt a warm, encouraging tone”. The Agent is supportive, friendly, and concise by default; these instructions nudge from that baseline
• Persona framing — “Speak as a knowledgeable member of the team”

What custom instructions can and cannot do:

• Answers from your Offer details, product descriptions, and pricing — it won’t invent products or pricing you haven’t published
• Speaks as a representative of your business, never claims to be you
• Does not give medical, legal, financial, or other professional advice
• Does not perform account actions (purchase on a buyer’s behalf, refund, change settings)
• Refuses off-topic questions, even when asked repeatedly

2. When you finish, click Submit. A Chatbot successfully created message appears and you’re returned to the list.

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Choose which content your Agent uses

When you add a Knowledge source during setup, you can pick exactly which parts of it your Agent learns from instead of including the whole source. This works for both Teaching Assistants and Sales Agents.

1. In the Knowledge sources section, select the gear icon next to a source (Customize resources, or Customize channels for a Community) to open it.
2. From there you can include or exclude individual pieces of content:
   • In a Course, choose specific Modules, Submodules, and Lessons, and within a Lesson, include the Lesson text, the video transcript, or specific downloads
   • In a Community, choose specific Channels
3. Use Select all or Deselect all to start from a full or empty list, then choose Save selection. A Customized label appears on any source where you have turned something off.

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Add a Sales Agent to a Landing Page

Creating a Sales Agent turns it on, but prospects can’t reach it until you place it on a page using the Theme Editor.

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Floating chat button

A floating chat button is a small circular button that floats in the corner of every page where it’s placed. Clicking it opens the chat in a panel. Use this for an always-available Agent that doesn’t take up page real estate.

1. From the Dashboard, click Website, then Landing Pages, and select the page you want to edit.
2. Open the page in the Theme Editor.
3. Click + Add section and select Agents at the end of the list. Click Add.
4. Select the Sales Agent under Agents.
5. Select Floating button, and choose a Text Color and Agent Text Color.
6. Click Save.
7. Publish the page by clicking the more options (…) menu to the right of the Landing Page and select Edit Details.

8. In the Page visibility section, select Publish.
9. Click Save in the lower right corner to apply your changes.
10. After publishing, you can also return to the page to configure more color and layout attributes, including Agent Icon Color and Window Frame Color.

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Embedded chat block

An embedded chat block (Agent) is an inline chat panel that lives directly inside a page section. Use this when you want the Agent to be visually prominent — for example, alongside your Offer details on a Sales Page.

1. In the Theme Editor for your Landing Page, click + Add section and select Agents at the end of the list. Click Add.
2. Select the Sales Agent under Agents.
3. Select Embedded, and configure a block Height and Corner Radius to round the block corners if desired.
4. Choose a Text Color and Agent Text Color.
5. Click Save and publish the page as described above.
6. Once it’s published, you can return to the Agent block in the page and edit the Window Frame Color.

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Member ratings for Agent responses

Turn on Response ratings to show a thumbs up and thumbs down under each of your Agent’s replies. Members select one to tell you whether a response was helpful, so you can see where your Agent performs well and where it needs better content or instructions.

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Turn on response ratings

1. Edit your Agent and find the Response ratings toggle.
2. Turn it on to show 👍 and 👎 buttons under your Agent’s replies.
3. Save your changes.

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See how members rated responses

Open a conversation in your Inbox to see which replies members marked Helpful or Unhelpful. Ratings appear next to each agent reply.

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FAQs

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How is a Sales Agent different from a Teaching Assistant?

A Teaching Assistant lives inside a Product and answers questions for members using content they already have access to. A Sales Agent lives on your Landing and Sales Pages and helps prospects before they buy, referencing your Offer details and product descriptions. Both are Expert Agents and share the same plan limit.

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Can a Sales Agent talk to visitors who aren’t members yet?

Yes. The Sales Agent is built for the pre-purchase side of the journey, so it works for visitors on a Landing Page whether or not they have an account.

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What language does the Sales Agent respond in?

The Agent responds in the language a visitor writes in. You don’t need to configure language separately, though you can add a custom instruction if you want the Agent to respond in a single language.

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Can a visitor talk to the Sales Agent by voice?

No. Sales Agents are text-only at launch.

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Can a Sales Agent be embedded on a non-Kajabi website?

No. Sales Agents render only on Kajabi-hosted pages.

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How are messages billed?

At launch, there is no per-message charge for conversations. Future messaging costs may apply as usage data informs pricing — any change will be announced before it takes effect.