Sales Agent settings

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The Sales Agent is a playbook, not a second catalog. It asks clarifying questions, then uses the same approved search, Q&A, recommendation, compare, and cart tools. Arbitrary function names are never executed. Cart changes still require confirmation. Product IDs for add-to-cart and comparison must come from this conversation’s results.

Enable Sales Agent

What it does Turns the sales playbook on.

Default value On.

Available options On / Off.

Recommended configuration On if you want guided shopping (“I need a laptop”). Off if you want a strict FAQ/search bot.

When to use it Consultative catalogs (electronics, apparel). Less useful for SKU-lookup-only B2B.

Effect on the frontend Widget feature flag sales. Broad needs may trigger clarifying questions instead of an immediate search.

Dependencies AI provider for the conversational loop. Without AI, native catalog turns still search but do not run the full LLM playbook.

Important notes Does not duplicate product or cart logic.

Example Shopper: “I need a laptop” → assistant asks budget and priority before searching.

Ask budget and priority before searching

What it does For a broad need such as “I need a laptop”, the server refuses catalog search until a budget and a priority (performance, battery, or portability) are known.

Default value On. Only applies when Sales Agent is on (sales_ask_clarifying).

Available options On / Off.

Recommended configuration On for high-ticket categories; Off if shoppers find the extra questions annoying.

When to use it Off for stores where most messages are exact SKUs or titles.

Effect on the frontend Search is delayed until the shopper answers. Exact product titles still search.

Dependencies Enable Sales Agent.

Important notes This is enforced server-side, not only by the prompt.

Example Leave On for a laptop shop; Off for an auto-parts SKU lookup desk.