Kajabi

For more in-depth information on Sales Agents, see: <a href="https://help.kajabi.com/en/articles/17174564-manage-a-sales-agent">Manage a Sales Agent</a>

Edit a Sales Agent, keep its Offer details current, monitor performance, and troubleshoot issues.

VIDEO: Manage a Sales Agent

About

Webinars

Policy Center

Acerca de

Videos y seminarios web

Centro de políticas

Careers

Product Updates

Privacy Notice

Empleo

Actualizaciones del producto

Aviso de privacidad

Hire a Kajabi Expert

University

Income Disclaimer

Contrata a un experto de Kajabi

Universidad

Descargo de responsabilidad sobre ingresos

Feedback

Comentarios

Company

Resources

Legal

Dashboard

Video Library

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

English

Español

Assemble and Offer

Build Your Brand

Connect and Automate

Get Started

Account & Billing

Log in to a Kajabi account

Navigate the Dashboard

Dual-language Kajabi admin interface

Change account details

Change a site language

Add and manage account users

Customize permissions for an account user

Manage Kajabi sites

Back up site content

Protect an online business

Account

Email settings

Kajabi trial information

Update billing details

View Kajabi invoices

Manage subscription

AI Credits

Kajabi subscription tax FAQs

Pay an overdue balance

Pause a Kajabi subscription

Reactivate a Kajabi account

Cancel a Kajabi account

Manage services and customer payments after account cancellation

Permanently delete a Kajabi account

Manage subscriptions and refunds as a course member

Billing

AI Tools

Cofounder overview

Cofounder + MCP: Draft resources and edit Themes

Cofounder FAQs and limitations

Use Cofounder before signing up for Kajabi

Use the Kajabi Cofounder app on mobile

Cofounder

Expert Agents overview

Set up a Teaching Assistant

Manage a Teaching Assistant

Set up a Sales Agent

Manage a Sales Agent

Expert Agents

Connect Kajabi to Claude or ChatGPT

Kajabi MCP Security and Privacy

Kajabi Products overview

Change Product display order in the customer library

Try different product types with draft mode

Sell physical products with Kajabi

If I duplicate a Product will the customers be duplicated as well?

Delete a Product

Products

Set up a private client Backstage

Set up scheduling in Backstage

Backstage Offer pricing

Backstage

Courses overview

Course types: Evergreen vs. Cohort

Create a Cohort Course

Manage and customize a Cohort Course

Schedule Live Video sessions for a Cohort Course

Course templates

Rename and export a Course template

Edit Course details

Course modules

Create a submodule in a Course

Create a lesson

Manage Course lessons

Course quizzes

Import a Course lesson or quiz

View a Course Outline

Create a Course paywall

Lock content in a Course

Schedule and drip content in Courses

Drip Course content time limit

What happens to dripped content if a customer cancels and repurchases?

Preview a Product

Duplicate a Course

Add and update instructor information

Upload media to a Course lesson

Upload videos to Course lessons

Embed videos in a Course lesson

Upload an audio file to a Course lesson

Combine audio with images for a Course

Search through closed captions in a Course lesson video

Bulk upload videos in a Product

Create clickable timestamps for videos

Courses

Related Articles