SalesRep: AI sales agent and shared customer inbox

What does SalesRep do, in plain English?

SalesRep is an AI sales agent and customer conversation platform for teams that sell through chat. It brings WhatsApp, Instagram, Messenger, email and other supported channels into a shared inbox, then combines customer records, AI replies and follow-up workflows.

In everyday terms, it gives your business one place to receive questions and decide who should handle them. The AI can answer routine product questions and qualify an enquiry; a colleague can take over when a customer needs negotiation or a more careful decision. It suits ecommerce and sales teams with repeated inbound questions and a maintained product catalog.

Turn product questions into sales conversations

A useful sales conversation needs current product information. SalesRep describes agents that recommend catalog items, send images, prices and stock information, generate quotes and follow up. Its knowledge sources can include PDFs, documents, spreadsheets, images and website content; incoming messages may contain text, audio, images or files.

The practical benefit is continuity between a customer's question and the next sales action. Staff also get reply drafts, translation, tone adjustment and conversation summaries. Use the official AI agent overview to assess these capabilities, then check actual answers against your catalog. Grounding and guardrails still require testing.

Run a first channel pilot with human takeover

1. Choose one supported channel and prepare the account authorization. For WhatsApp, follow the official number onboarding or migration process and review consent, template and sending requirements.
2. Supply current product information, FAQs and the policies the AI should use. Choose an agent template or custom instructions, including when to hand over.
3. Build one focused workflow, such as assigning a new enquiry and following up after a delay.
4. Test a product question, a quote and human takeover. Check the thread, assigned owner and customer fields before expanding to more channels.

Connect conversations to your CRM and workflows

The inbox retains conversation history, custom fields and lifecycle stages so the next colleague has context. Requests can be assigned or forwarded, while workflows use triggers, conditions and actions to reply, change priorities or route work by availability, skill or language.

Official listings include HubSpot, Salesforce, Shopify, WooCommerce, PrestaShop, Zapier, Make and n8n. A REST API supports authenticated requests and JSON responses; integrations must respect user permissions and handle HTTP 429 rate limits. The inbox page also links iOS and Android apps.

Trial, subscriptions and costs to confirm

Checked on October 15, 2026: the English pricing page shows monthly cards from $39 for Starter, $79 for Growth, $139 for Advanced and $249 for Enterprise. These are public dollar-denominated starting displays, not a worldwide tax-inclusive quote. Subscription tiers depend on usage; WhatsApp and carrier charges are additional.

The pricing FAQ specifies a 21-day Growth trial without a credit card, with up to five users and 1,000 monthly active contacts. A contact is counted when you send or receive a message during that billing month. Broadcasts require Growth or above. Seat prices, Enterprise user counts and voice entitlements conflict across the page: confirm them in the current pricing details before purchase.

Customer data and practical limits

Customer messages and connected records need a data review before rollout. The privacy policy describes personal and device data collection and service partner processing. Public policy pages do not establish a fixed chat retention period, an AI training opt-out or a model-specific storage region. Ask for those terms when needed, upload only authorized material and keep people responsible for sensitive decisions.

Frequently asked questions

Is SalesRep free to use?

It offers a time-limited evaluation followed by paid subscriptions. A permanent free plan was not verified.

Does the subscription include WhatsApp messaging costs?

No. The subscription and pass-through WhatsApp or carrier costs are separate; confirm usage tiers and any extra seats.

Can a person take over from the AI?

Yes. SalesRep describes human takeover and configurable AI guardrails. Test the transfer with a real team owner during the pilot.

Official resources

• Official contact and support: onboarding help and confirmation of plan or data terms.
• API integration overview: authentication, resources and usage limits.