AI Agents
Setting up a Sales Agent
Configure an AI agent for sales conversations
Sales agents help qualify leads, answer pricing questions, and guide prospects - without human intervention until they're ready to buy.
When to Use a Sales Agent
- Product pages, pricing pages, or signup flows
- Visitors exploring options before contacting sales
- After-hours or high-volume inquiry handling
- Qualifying leads before handoff
Persona Configuration
Sales Template
When creating a persona, choose the Sales template. It's pre-configured with:
- Consultative, helpful tone
- Focus on value and outcomes
- Soft close language
- Handoff to sales when appropriate
Tone & Behavior
Configure:
- Tone - Professional but approachable
- Upsell settings - Whether to suggest upgrades or additional products
- Handoff triggers - When to offer human contact (e.g., "I'd love to connect you with our team")
Knowledge for Sales
Add content that supports sales conversations:
| Content Type | Examples |
|---|---|
| Pricing | Plans, features, comparison tables |
| Case studies | Contact success stories |
| Competitor info | Differentiators, migration guides |
| Product details | Features, use cases, integrations |
Visibility Rules
Use folders with visibility rules so sales-only content isn't shown to support chat:
- Create a "Sales" folder
- Set visibility: Sales persona only
- Add pricing, case studies, competitor content
Widget Placement
Place the sales agent on:
- Pricing pages
- Product pages
- Signup or trial flows
- Landing pages for campaigns
Use data-persona to show the sales persona on specific pages:
<script
src="https://api.goldilocks.chat/goldilocks.js"
data-key="your-key"
data-persona="sales-agent-slug"
async
></script>Handoff to Sales Team
Configure workflows to:
- Create CRM records when leads are qualified
- Send Slack/email when handoff is requested
- Include conversation context for sales follow-up