Introducing Shareable AI Agents: Instantly Give Customers Direct Access with SalesEdge.io Chat Pages

We’re excited to announce a new feature that gives your AI-powered agents their very own chat page in SalesEdge.io. Now, you can instantly create and share a direct chat link—no website, widget, or coding needed—so your clients can reach out to your AI agent whenever they need support, information, or help.

What’s New and How It Helps You

• Instant Hosted Chat Page: Create a unique, shareable chat link for any AI agent you set up in your workflows.
• Easy, Secure Access: Your clients sign in using their email and a one-time code. Only existing contacts in your account can start a chat.
• Personalized Experience: Customize the page with your agent’s display name, avatar initials, welcome message, quick-reply prompts, and offline message.
• Live or Offline Control: Preview your chat page before sharing. Keep it offline until you’re ready, then switch it on with a click.
• Full Chat History: Your clients can type or speak messages, start new conversations, and pick up right where they left off.
• Comprehensive Insights: Easily review all agent conversations, including each message, which tools were used, and all responses—right from your Share section.

Set Up Your Shareable Chat Page in Minutes

1. Go to Automation > Workflows in your SalesEdge.io dashboard.
2. Open the AI Agent Action you wish to share.
3. Scroll to Share and click Set up shareable link.
4. Enter your agent’s display name, avatar initials, welcome message, suggested prompts, and an offline message.
5. Click Create link.
6. Publish your workflow.
7. Switch the hosted chat page from Offline to Live when you’re ready.
8. Preview the page to see exactly what your customers will experience.
9. Share the link with your contacts.
10. Review session transcripts at any time from the Share section.

Note: Each response from your AI agent is billed as an agent execution. The chat page will remain offline until you publish the associated workflow.

See It in Action: An Always-On Support Desk

Imagine providing round-the-clock support for your coaching clients, all powered by AI. With this update, clients can visit your dedicated support page, verify their identity, and ask questions or manage requests—anytime. For example:

• A client signs in and asks, “What’s the status of my booking?”
• Your AI agent finds the relevant information and provides a personalized response.
• If the client wants to update details or ask about something else, they simply type or dictate their message, and the agent handles it for them.

This is just one use case. You can adapt the shareable chat page for bookings, sales inquiries, lead qualification, or anything else your business might need.

Why This Matters for Coaches and Small Businesses

• Empower self-service: Let your clients find answers and take action on their own—no wait times or manual follow-up required.
• Versatile applications: Share any AI agent you build, whether it’s for support, scheduling, sales, or deeper engagement.
• Total transparency: Every conversation and action is logged so you can review, learn, and continually improve your client experience.

Good to Know

• Only your verified contacts can access and chat—ensuring privacy and security.
• While AI agents are powerful, they may not always provide perfect answers. Each chat page reminds clients to double-check important information.

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For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.