Smart Closing

Smart Closing - Overview

Smart Closing helps founders configure AI sales agents, simulate conversations and manage agent settings.

System Blueprint

Step 1 - Create AI Sales Agent

1. Login to KinfoPRO.
2. Open Smart Closing Dashboard.
3. Use the available create-agent form.
4. Enter the required agent information.
5. Review the settings and save the agent.

Step 2 - Configure Agent

1. Select an existing agent.
2. Open the editing interface.
3. Review the available instructions and settings.
4. Save your changes.

Available configuration fields depend on the current agent interface and validation rules.

Step 3 - Test AI Conversation

1. Select the agent to test.
2. Open the conversation simulator.
3. Enter a sample customer question.
4. Review the generated response.
5. Repeat with different customer scenarios.
6. Improve agent settings if necessary.

A successful simulation does not automatically confirm live WhatsApp connectivity.

Step 4 - Check WhatsApp Connection

1. Open the selected agent.
2. Use the available WhatsApp connection check.
3. Review the connection status.
4. Contact an administrator if verification fails.

Step 5 - Update or Remove Agent

You may update an existing agent using the available settings interface.

Before deleting an agent, confirm that it is no longer needed and check whether it is associated with active business workflows.

FAQ & Troubleshooting

Why can't I access Smart Closing?

Confirm that your account has access to the Smart Closing module.

Why does the AI provide inaccurate answers?

Review the agent instructions and available configuration information. Test again.

Why is WhatsApp not connected?

Run the connection check and review the result. Contact your administrator if further setup or credential verification is required.

Does simulation send a real WhatsApp message?

Treat the simulator as a testing interface. Confirm live messaging behaviour separately.