Note: Lofty is rolling out in stages. Depending on the version your account is on, some features or screens described in this article may look different or may not yet be available to you.
Introduction
Sales Agent is Lofty's AI copilot that works your leads for you: following up, getting replies, and booking appointments. The Sales Agent home page shows you three things at a glance: what Sales Agent has delivered, which leads need you right now, and what Sales Agent will do next.
Opening the Sales Agent
In the left menu, click Copilots -> Sales Agent
The workspace opens on the Today tab, with Activities and Settings beside it. Your plan name (for example, Pro, Max, or Team) appears next to the Sales Agent title.
Reading the Performance Banner
The Performance banner shows your lead capacity (for example, “Leads: 298/300”) with an Upgrade button, followed by four numbers that read left to right as a funnel. Every number is counted in leads.
They break the AI's book of business into:
| Metric | What it means | Small print underneath |
|---|---|---|
| AI Working | Leads Sales Agent is following up with right now. Every other number is measured on these same leads. | Change vs. yesterday |
| Lead Replied | Of those leads, how many have replied at least once. A lead counts once, no matter how many times they reply. | % of AI Working |
| Request Sent | Of the leads that replied, how many reached a point where Sales Agent needs your sign-off: a pipeline change, or an appointment time the lead asked for. | % of Lead Replied |
| Appointment Booked | Of those, how many ended with an appointment set (phone call or in person). Counts appointments that are booked, whether or not they've happened yet. | % of Request Sent |
Tip: Read it as one sentence: of the leads Sales Agent is working, this many replied, this many needed my sign-off, and this many turned into appointments.
Needs You
Needs You lists every lead Sales Agent is trying to hand off to you. Use the filters at the top to switch between:
- Approval Needed: Sales Agent is waiting on you to confirm a pipeline change or appointment time the lead requested. The button on the right shows the exact action. For example, Yes, book Baylee's showing Friday at 10am.
- Upcoming Appointment: Appointments that are booked but haven't happened yet.
Each row shows the lead's name, the category, and the task time. Click the arrow on a row to expand it and see the lead's key details and Sales Agent's summary, so you can act without opening the lead's profile.
When nothing needs you, you'll see All Clear: Nothing needs you right now.
Tip: Start each day in Needs You. These are leads actively waiting on you.
Next Move
Next Move shows what Sales Agent plans to do over the next 24 hours, grouped by Today and Tomorrow. Each entry shows the lead's name and the reason for the planned follow-up. This list is view-only.
You can hover over a row to expand the explanation:
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
Comments
0 comments
Please sign in to leave a comment.