Guide
How to launch an AI sales agent in one day: a step-by-step guide
You can launch an AI sales agent in a single working day — without a developer or a lengthy rollout. If you're still weighing whether you need one, start with what an AI sales agent is and how it differs from a scripted bot. Below we break down the steps: from connecting channels to testing on real inquiries.
Step 1. Connect your channels and CRM
Connect WhatsApp, Instagram, Telegram and your website, then your CRM — amoCRM, Bitrix24 or MoySklad. All in a few clicks, no code — the same no-developer approach behind any no-code chatbot builder, only here you're connecting a generative agent rather than a button tree.
Start with the one channel where you get the most inbound inquiries. That's the fastest way to see the effect and the easiest way to train the agent.
Step 2. Train the agent on your products and scripts
Upload your product catalog, price list and sales scripts. The agent learns to answer questions, clarify needs and guide the customer toward an inquiry the way your best managers do.
Step 3. Set up qualification and lead handoff
Describe what counts as a "hot" lead: budget, timing, location. As soon as a customer meets the criteria, the manager gets a Telegram alert with the deal card in the CRM. If Telegram is also where your customers write first, see how to set up a chatbot for Telegram that qualifies and hands over deals the same way.
Manager vs. AI agent
| Criterion | Manager | AI agent |
|---|---|---|
| Response time at night | In the morning | Seconds, 24/7 |
| Simultaneous conversations | 3–5 | Unlimited |
| Languages | Depends on the person | RU / KZ / EN |
| Cost to scale | A new hire | The same subscription |
Step 4. Test on real conversations
Run the agent against your own inbound messages from the past week. See where it answers accurately and where the scenario needs tweaking. Usually, after the first day of fixes, the agent handles most routine questions on its own.