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Administration

Configure Sales Assistant

Manage the model, instructions, wording, and style used by the Sales chatbot.

5 stepsAbout 4 minutesVerified 2026-07-22
Start guided walkthroughOpen workspace

Before you start

  • •Sign in to the Hub with access to this workspace.

You will finish with

  • •You can explain what Configure Sales Assistant is for and choose the correct next action.

Safety and data checks

  • • Sales prompts affect customer conversations; verify product, pricing, warranty, and monitoring claims against approved sources.
Step-by-step procedure

Complete the task

  1. 1
    Navigate

    Open Configure Sales Assistant

    Use the Hub navigation to open Configure Sales Assistant. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.

    Expected result

    Configure Sales Assistant is open and its page heading is visible.

  2. 2
    Review

    Understand what belongs here

    Sales assistant settings control its model and conversation wording without changing pricing or estimate-builder rules. Use this distinction to avoid creating the same work in a neighbouring workspace.

  3. 3
    Verify

    Read the current state first

    Confirm whether the requested change belongs to assistant wording, a knowledge article, an inquiry rule, or estimate configuration. Read the customer, owner, date, and status before opening or changing a record.

  4. 4
    Review

    Choose the correct action

    Change one prompt value, preserve the prior wording, and use a non-sending test before enabling customer delivery. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.

  5. 5
    Verify

    Confirm the safe stopping point

    Sales prompts affect customer conversations; verify product, pricing, warranty, and monitoring claims against approved sources. This orientation ends before any irreversible or customer-facing submission.

    Sales prompts affect customer conversations; verify product, pricing, warranty, and monitoring claims against approved sources.
    Expected result

    You know what must be verified before the final action.

If something does not look right

The page or action is not visible.

Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.