SaleSmartly AI customer support agent for multichannel conversations

SaleSmartly brings customer messages, an AI support agent and a team inbox into one workspace. It suits a business that answers repeated questions across website chat and messaging channels, while keeping staff available for exceptions.

What is SaleSmartly in plain language?

Think of SaleSmartly as a shared reception desk for customer messages. A visitor writes through an enabled channel; the AI agent can answer a routine question using your business information, while a person can take over when the request needs judgment. The team can view the conversation and customer context in the same workspace. It is a customer service platform with AI, rather than a general chatbot for unrelated personal tasks.

Prepare answers before you enable the AI agent

Start with current delivery rules, return policies, product details and frequently asked questions. SaleSmartly's knowledge management guide describes creating a knowledge base from online documents, Q&A material, text and website content. Attach that knowledge base to an agent, test realistic customer questions in the debugging area, correct weak answers and publish only after review. A clear source is more useful than a long but outdated document: check the wording customers will see, especially for refunds, stock and commitments.

Connect channels and decide who receives each conversation

The platform combines website chat and connected messaging accounts in an inbox. Its AI agent can identify intent and draft a reply, and the separate AI assistant can help a human operator translate, adjust tone or summarize a conversation. The chat settings guide describes AI-first routing and a handover queue. When a customer requests a person or a configured handover condition is met, the conversation waits in the Unassigned queue until staff take it. Test this path with a real question and a request for a human before relying on it in production. Channel availability also depends on each platform's account setup and permissions.

Check project and plan limits before rollout

The help center says the newer AI Agent is for newly created projects; older projects can keep the legacy Bot, which is no longer maintained. That distinction matters if you already have a SaleSmartly workspace. As checked on 30 September 2026, the English pricing page lists Free, Pro, Max and Custom plans. The Free table lists 100 monthly active chat contacts and 200 AI-member messages per month; higher allowances and API integration depend on plan. Billing terms, currency and add-ons may vary, so use the live price page for a purchase decision.

Consider customer data and suitability

This workflow can involve customer messages and business documents. Review the official privacy policy and the rules of any connected channel before importing personal data. SaleSmartly is most useful when a support team can maintain accurate knowledge, inspect AI answers and handle escalations. A business needing a voice-only call center, guaranteed answers to every case or unlimited free automation should check those requirements separately; this feature page does not establish them.

Frequently asked questions

Can SaleSmartly answer from my own information?

Yes. The documented flow lets you create or import a knowledge base, connect it to an agent and test answers before publishing. Review sensitive policy answers yourself.

Can a human take over?

Yes. In the newer AI Agent flow, a request for a human or another handover condition sends the conversation to the Unassigned queue for staff. Test your routing rules and staffing coverage.

Is SaleSmartly free to try?

The published Free plan has limits, including the contact and AI-message allowances noted above. Check the current plan and add-on terms before estimating ongoing cost.

Does it work for an existing project?

The help center says the newer AI Agent applies to new projects. An existing project can continue using the legacy Bot; confirm your workspace's path before planning a migration.

Official resources

• Knowledge management instructions — source preparation and agent testing.
• Chat settings and handover — routing behavior and project limitation.
• SaleSmartly Help Center — setup and support documentation.