Introduction

The Sales Agent works your leads through calls, texts, and emails on its own. It's also connected to Smart Plans, Lofty's automation builder, so it can put a lead on a long-term nurture plan and keep working that lead over time instead of only reacting in the moment.

This article explains what the AI Sales Agent can do with your Smart Plans, when it acts on its own, and how to direct it yourself.

What the Sales Agent Can Do

• See which Smart Plan a lead is on and its status
• Apply one of your existing Smart Plans to a lead
• Pause, resume, or remove a plan that's already running on a lead
• Read and respond to a lead's reply to an email sent under your name, including one a Smart Plan sent, and let you know it happened
• Find leads by Smart Plan status when you ask (rolling out)

The AI Sales Agent only works with Smart Plans you've already built. It never creates a new plan, edits an existing one, or changes a plan's steps, timing, or wording. It's limited to applying, pausing, resuming, or removing plans that already exist in your Smart Plan library.

Checking a Lead's Smart Plan Status

Every time the AI Sales Agent reviews a lead, it sees that lead's Smart Plan name and status, running, paused, or completed, the same information you'd see on the lead's record. You don't need to do anything to turn this on; it's part of how the AI Sales Agent evaluates every lead it works.

How the AI Sales Agent Applies a Smart Plan on Its Own

The AI Sales Agent applies a Smart Plan only in specific situations. It doesn't add leads to plans arbitrarily. It acts automatically in two cases:

In both cases, the AI Sales Agent moves the lead onto an existing nurture plan so the relationship keeps moving forward without needing your attention.

Applying, Pausing, Resuming, or Removing a Plan Yourself

You can also direct the AI Sales Agent directly. Tell it to put a lead on, pause, resume, or remove them from a named Smart Plan, and it will carry out the request, for example: "Put Sarah Jones on the Buyer Nurture plan" or "Pause the Fall Follow-Up plan for Mike Smith."

Getting Notified When a Lead Replies

Note: This capability is currently available to a subset of accounts and is expanding to all users. If you don't have it yet, it will reach your account soon.

When a lead replies to an email sent under your name, including an email a Smart Plan sent, the AI Sales Agent picks up the reply, responds to the lead, and texts you to let you know it happened. You don't have to wait for your next scheduled check-in with that lead to see the reply and respond; the AI Sales Agent handles it as it comes in.

This applies to any email sent under your name, not just ones sent by a Smart Plan.

Finding Leads by Smart Plan Status

Note: This capability is still rolling out. If it's not available in your account yet, check back soon.

You'll be able to ask the AI Sales Agent questions like "Show me leads that aren't on any Smart Plan" or "Who's still running the Buyer Nurture plan?" and get the same result you'd get from the Smart Plan filter on your leads page.

What the Sales Agent Won't Do

• It won't create a new Smart Plan
• It won't edit an existing plan's steps, timing, or content
• It won't add a lead to a plan outside of the two automatic triggers above, unless you ask it to

You stay in full control of what your Smart Plans say and do. The AI Sales Agent only decides when to apply, pause, resume, or remove them for a given lead.

Questions?

If you have any questions regarding this topic or any others, please contact 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.