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
The Sales Agent is Lofty's AI copilot that works your leads for you — prospecting, monitoring for buying signals, and surfacing the highest-priority people to call. Its dashboard shows how many leads the AI is handling and the time and outreach it's saving you.
Opening the Sales Agent
- In the left menu, click AI Copilots.
- On the Sales Agent tile, click Launch (it opens in a new tab). You can also reach it under Settings → Lofty AI → Sales Agent.
The workspace opens on the Overview tab, with Activities, Settings, and Performance tabs beside it.
Reading the Performance Banner
The Performance banner shows your lead capacity (for example, “Leads: 298/300”) with an Upgrade button, and breaks the AI's book of business into:
- AI Working — total leads the AI is handling, with a day-over-day change.
- High Priority — leads that need attention now, as a share of AI Working.
- AI Prospecting — leads the AI is actively reaching out to.
- AI Monitoring — leads the AI is watching for new activity.
Tracking Tasks and Impact
- Your Tasks (over the past 30 days) charts Planned Tasks (with an overdue count) and Calls Made (with a leads-not-called count); View All Tasks opens the full list.
- Activity Overview totals what the AI did for you — AI Contacted, AI Lead Updated, Saved Time, and Saved Cost — with View All Activities for the detail.
Tip: Check High Priority first each day — those are the leads the AI thinks are closest to converting.
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.
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