Sales agent
An AI agent on your website that gives visitors a live demo of your product, qualifies them and sends you the lead.
The sales agent is the AI guidance agent in sales mode, on your marketing website instead of inside your app. A visitor asks a question, and it shows them the answer: it points at and zooms into your page, can click through it, asks your qualifying questions and ends with your call to action.
It's on every plan. Each conversation uses one AI answer from your monthly quota (see Plans and billing). Let the agent click for users and Ask for email before demo are on paid plans.
Everything lives under Demos in the side menu, in three tabs: Sales agent for the settings, Leads for the conversations and Improve for what it should learn (you need the Edit drafts permission).
Turn it on
- Put the Cueston snippet on your website. It's the same snippet as in your app; copy it from Settings → Install.
- Open Demos → Sales agent and switch on Agent mode. No snippet change is needed.
- Scan your website's pages with the Chrome extension's Scan page, so the agent knows its buttons and links.
- Add help docs (see What the agent knows).
What the agent knows
The agent only knows your playbook, your help docs, answers written in Demos → Improve, coaching notes, and the buttons and labels on the page it's looking at. With no help docs it can only describe what's on screen, so add help docs first.
On every visitor message it searches your help docs and uses the best matches. If it can't find where a feature lives in the help docs or on screen, it says it doesn't know, and the question shows up in Demos → Improve.
The Knowledge card on Demos → Sales agent shows how many help docs, website sources and answered questions the agent has, and links to Help docs. To add pages, files or your whole website, see Knowledge.
Write the playbook
Under Playbook, pick Sales as the agent mode. Then fill in what you'd tell a new salesperson:
| Field | What it does |
|---|---|
| Pitch | What the product does and who it's for, up to 600 characters. Leave it empty to derive it from your help docs. |
| Value props | Up to 5, one per line. |
| Qualifying questions | Up to 3. Write the question, then ` |
| Key workflows | Up to 5: name, what to demo and an optional start page: `Pricing |
| Call to action | A label and an https link, shown as a chip when the agent wraps up, for example Start free. |
| Booking link | Shown as a Book time button in the agent panel. See Booking calls. |
| Starter suggestions | Up to 4 chips that start a demo in one click. Leave empty to suggest tasks from the current page. |
Show your real product
By default the agent demos the website it's on. To let it show your app, add a Live demo environment: an https page of your product with demo data that signs visitors in on its own (a sandbox or staging copy, never real customer data). The agent then opens it inside the demo, next to the conversation, with no signup and no new tab. The card on Demos → Sales agent lists the three setup steps: add the snippet to the demo app, let your website frame it, and host it on a subdomain of your website.
Leads
Demos → Leads lists every conversation: who it was with, what they asked, an AI summary, intent, sentiment, whether they qualified and suggested next steps, plus the full transcript. Filter by qualified, unqualified or not reviewed yet, and export to CSV.
To hear about leads right away:
- Slack alert: paste a Slack incoming webhook URL under Lead alerts and protection. Each new lead posts to the channel with what they asked and a link to the conversation.
- Webhook: subscribe an endpoint to the
agent.lead_capturedevent in Settings → Integrations to send leads to your CRM or Zapier. - Daily digest: admins get one email a day when there were new conversations.
Keep competitors out
Under Blocked visitors, add company domains (which also block their subdomains) or exact emails, one per line. Blocked visitors see "This demo isn't available", get no further steps and never show up in Leads.
What it won't do
- It never clicks links that open a new tab or go to another website; it offers them as the next step instead.
- Each visitor can start 3 conversations a day (10 per IP address, 500 per workspace), so a bot can't use up your answers.