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Sales Agent introduction

Sales Agent, powered by Yardi's Viruoso AI, supports prospect interactions through Webchat, Email, SMS, and Voice calls. All channels use the same AI, data sources, and business logic, providing a consistent experience regardless of how prospects contact your organization.

Administrators can configure communication channels, customize the Webchat experience, manage AI agent prompts, and define default lead-handling settings. For more information, see the following:

Sales Agent also includes the Communications Hub, a centralized workspace for viewing and managing conversations across Webchat, Email, SMS, and Voice. For more information, see Launching the Communications Hub.

This section describes Sales Agent configuration and administration tasks.

NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.

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