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.
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 themes built 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.
Create a Sales Agent
Open the Expert Agents area
From the Dashboard, click Agents.
If you already have Agents listed, click + New chatbot in the top right.
If you haven't created any Agents yet, click Get started from the empty state.
Choose a template
The Create chatbot wizard opens to the Choose a template step.
Select the Sales Assistant template.
Click Next.
Configure a Sales Agent
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
Tip: Keep your welcome message short and inviting. It sets the tone for every conversation and is the first thing prospects see when they open the chat.
When you finish, click Submit. A Chatbot successfully created message appears and you're returned to the list.
After you submit, the Agent begins syncing the details from the Offers and Landing Pages you linked. Open the Agent and check its Knowledge sources: each one moves from Syncing to Synced once it is ready. If a source shows Partial or Failed, the Agent still answers from whatever synced, but some details may be missing.
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.
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.
From the Dashboard, click Website, then Landing Pages, and select the page you want to edit.
Open the page in the Theme Editor.
Click + Add section and select Agents at the end of the list. Click Add.
Select the Sales Agent under Agents.
Select Floating button, and choose a Text Color and Agent Text Color.
Click Save.
Publish the page by clicking the more options (...) menu to the right of the Landing Page and select Edit Details.
In the Page visibility section, select Publish.
Click Save in the lower right corner to apply your changes.
After publishing, you can also return to the page to configure more color and layout attributes, including Agent Icon Color and Window Frame Color.
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.
In the Theme Editor for your Landing Page, click + Add section and select Agents at the end of the list. Click Add.
Select the Sales Agent under Agents.
Select Embedded, and configure a block Height and Corner Radius to round the block corners if desired.
Choose a Text Color and Agent Text Color.
Click Save and publish the page as described above.
Once it's published, you can return to the Agent block in the page and edit the Window Frame Color.
Note: The embedded Agent block needs enough vertical space to render the chat comfortably. The Theme Editor enforces a minimum height when the block is placed.
Visitor ratings for Agent responses
Turn on Response ratings to show a thumbs up and thumbs down under each of your Agent's replies. Visitors 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.
Note: Response ratings are off by default for Sales Agents. Turn them on when you want feedback.
Turn on response ratings
Edit your Agent and find the Response ratings toggle.
Turn it on to show 👍 and 👎 buttons under your Agent's replies.
Save your changes.
See how visitors rated responses
Open a conversation in your Inbox to see which replies visitors marked Helpful or Unhelpful. Ratings appear next to each agent reply.
For a summary across every conversation, open the Agent to see its ratings on the analytics dashboard. See Manage a Sales Agent for the full breakdown.
FAQs
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.
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.
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.
Can a visitor talk to the Sales Agent by voice?
No. Sales Agents are text-only at launch.
Can a Sales Agent be embedded on a non-Kajabi website?
No. Sales Agents render only on Kajabi-hosted pages.
Are Sales Agents protected from spam and bots?
Yes. Because Sales Agents sit on public pages, Kajabi runs an invisible bot check when someone starts a chat. There's nothing for you to turn on, and real visitors are not interrupted. Only traffic that looks automated may be asked to complete a quick verification step.
How are messages billed?
Expert Agents are priced per agent, per month, and each agent includes 1,000 messages per month and 250 AI credits per month. There is no separate per-message charge for the messages included with your agent. See the Expert Agents overview for current per-agent rates. If usage terms change in the future, any update will be announced before it takes effect.