How to activate the AI sales team and see what it did and sold
Turn on SDR, follow-up, closing, sales manager, and playbook, and track the revenue and actions of each agent.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The AI sales team has five members: SDR (responds to and qualifies leads), Follow-up (re-engages stalled deals), Closing (discounts, contract, and billing), Sales manager (weekly review), and Playbook (how the company sells). This screen shows who is on, how much the team helped sell, and what each one did.
Where to find it in Cognizy
Before you start
- Only the owner and administrators can configure the agents.
Step by step
- Step 1:
Open . At the top, see Revenue with the team, Deals won with the team, Leads handled by SDR and Waiting for approval.
- Step 2:
In Team members, each card shows the agent and whether it is on. To activate an agent, click Configure on its card, for example on the SDR.
- Step 3:
Agents that are already on show what they did and include Open, like the Sales manager, with the latest review and suggested actions.
- Step 4:
In What the team did, each agent action appears from most recent to oldest. Choose the period (7, 30, or 90 days) in the filter at the top of the screen and, in the Whole team list, a single agent.
How to know it worked
Agents that are on appear with the On status and start recording what they do. Revenue counts each deal won that the agent participated in.
If something goes wrong
The team's revenue appears as zero.
It counts deals won with participation from any agent. With agents turned off or no sales in the period, it stays at zero.
An agent says Not configured.
Click Configure and complete its screen (agent, channel, and rules). It turns on when the configuration is saved.
Next step
Configure SDR to respond to leads in seconds.
Sign in with your Cognizy account to save your progress.
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