Auto Sales in OneTwoAgent

• Understand what the customer wants and ask clarifying questions.
• Answer common questions about your business, products, and services.
• Discuss pricing using your catalog and the rules you configured.
• Guide customers toward booking, order, call, meeting, or another conversion goal.
• Send follow-ups when a customer goes silent.
• Notify your team when the assistant is not confident and you should take over.

Go to Conversations -> Sales Funnel and choose Auto for new conversations.

1. 1Open Conversations.
2. 2Open Sales Funnel.
3. 3Switch mode to Auto.

During setup, define the basics so the assistant can speak in your business context.

• Business type and what you sell.
• Conversion goal: booking, online order, call/meeting, store visit, or talk to sales.
• Pricing format and conditions: fixed price, from price, range, or price on request.
• Fulfillment details where relevant: delivery, lead time, made-to-order, and availability logic.

For best results, add a catalog with at least 3 items before you rely on Auto Sales.

• Import from website URL.
• Import from Google Sheets or Google Docs.
• Import from file upload.
• Add items manually in the Catalog table.

• When you import new data later, matching items are updated.
• New items are added.
• Duplicates are reduced where possible.
• Manual values you added in OneTwoAgent (for example payment links) should be kept when source data is empty.

• With at least 3 items, Auto Sales can answer product and pricing questions more accurately.
• Sales flow becomes more specific to your business rules and catalog structure.
• You usually get fewer handoff situations because the assistant has enough data.
• If catalog data is missing, the assistant should avoid guessing and notify you to reply manually.

You have both global mode control and conversation-level control.

• You can switch any conversation to Manual at any time.
• Manual means your team replies directly from Conversations.
• Global mode mostly affects new conversations.
• You can override behavior per conversation whenever needed.

• Auto Sales can send follow-ups if a customer goes silent.
• Final feedback messages are intended for genuinely lost conversations, not active decision periods.
• If customer says stop or not interested, automated messaging should stop.
• If situation is unclear, it is safer to pause and notify your team.

• Free-form WhatsApp replies are allowed only within 24 hours after the customer last messaged.
• After 24 hours, outbound automation may require approved template messages.
• If template path is unavailable, the system should not send free-form messages and should notify your team.
• You can still reply from the WhatsApp Business app when needed.

• Voice messages can be transcribed and used to build a reply.
• Images and files can be used as extra context for understanding the request.
• Your team can view original content inside Conversations.

• Missing or unclear pricing information.
• Unclear customer request or unusual edge case.
• Missing availability data or policy conflict.
• Any case where confident response is not possible.

• Use real product names and clear pricing rules in catalog.
• If price depends on options (size, material, configuration), include those drivers.
• Add booking/payment links per item where relevant.
• Review catalog after every import, especially when source pages are complex.