How to turn on closing with AI (discount, contract, and charge)
Let the agent negotiate discounts within the cap, prepare the contract for your approval, and send the charge for the accepted proposal.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
With closing enabled, the agent chatting with the customer (service, SDR, or follow-up) grants discounts up to the cap, generates the contract for your approval, and sends the charge via Pix, boleto, or card for the amount of the accepted proposal.
Where to find it in Cognizy
Before you start
- Only the owner and admins can change closing settings.
- For the charge to go out automatically, connect the company's Asaas account under Settings › Integrations.
- For contracts, have a contract template registered.
Step by step
- Step 1:
Open and turn on the toggle Closing enabled. When off, discount requests go straight to the salesperson and the charge isn't sent automatically.
- Step 2:
Under Discount, set the Agent cap (%), up to which it grants discounts on its own, and the Maximum discount (%), above which it won't even ask and passes it to the salesperson. Between the two, you approve it in Sales › Pricing › Approvals.
- Step 3:
Under Contract, choose the Contract template. After acceptance, the contract is generated and the responsible person approves it with one click before it goes to signature.
- Step 4:
Under Charge, turn on Automatic charge and set the Days until due and the Card installments the agent can offer. Changes save automatically.
How to know it worked
The badge at the top switches to on. In upcoming conversations, the agent negotiates within the limits, the contract arrives for your approval, and the charge is sent to the customer via WhatsApp or email.
If something goes wrong
The charge isn't going out.
Check if the Payment account shows as connected. Without the Asaas account, the charge won't be sent.
The agent gave a discount I didn't want.
Lower the Agent cap. At 0, every discount requires your approval.
The customer hasn't paid.
With the charge overdue, the follow-up agent reminds the customer with the link. Check it in Sales › Follow-up.
Next step
Review and approve contracts before signature.
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