> For the complete documentation index, see [llms.txt](https://converso.gitbook.io/product-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://converso.gitbook.io/product-documentation/ai-agents/agent-store/sales-agent.md).

# Sales Agent

Coming soon

### Who's it for

SaaS businesses.

### What it does

The Sales Agent is built for top-of-funnel sales conversations, going beyond answering questions to actively qualify prospects and move them toward a booking or conversion. It engages inbound leads, asks the right qualifying questions, gathers the information your sales team needs to assess fit, and schedules meetings directly into your team's diary.

By the time a lead reaches your team, they have already been vetted and a meeting is in the calendar, without any manual back-and-forth.

### Where to deploy

Marketing sites, pricing pages, and campaign landing pages - anywhere buying decisions happen. For help pages and post-sale channels, deploy the [Customer Support Agent](https://converso.gitbook.io/product-documentation/ai-agents/agent-store/customer-support-agent) instead.

### Knowledge base

Give it your sales collateral - positioning, competitor comparisons, case studies, and published pricing. Every claim the agent makes is grounded in this knowledge, so a richer sales knowledge base makes a more persuasive agent without inventing anything.

### Key capabilities

**Prospect qualification** - The agent qualifies through natural conversation, not interrogation - at most one qualifying question per message, never re-asking what a prospect has already said. This saves your sales team from spending time on unqualified leads.

**Diary booking** - Once a prospect is qualified, the agent can book an appointment directly into your team's calendar. No email chains, no scheduling links - the meeting is confirmed within the conversation itself.

**Product queries** - While the primary goal is qualification and booking, the agent also handles product-related questions during the conversation, keeping prospects engaged and informed without needing to hand off to another channel.

**Contact capture** - If a prospect is interested but not ready to book a meeting, the agent can capture their name and email and save them to Contacts for follow-up. This means sales teams do not lose valuable early-stage leads just because they are not ready to convert immediately.

### Existing customers

If a visitor turns out to be an existing customer with a support question, the agent doesn't treat them as a lead. It answers simple questions directly, and hands anything more to your team, flagged as a support enquiry. Existing customers asking about upgrades or additional products are engaged normally.

### Best suited for

Businesses with an active inbound pipeline that need to qualify and convert leads efficiently. Ideal for SaaS sales and marketing departments where booked meetings are a key conversion metric.