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Your sales agent’s settings apply to everyone on your account. Two of them shape everyday use: the most a chat with it may spend, and whether a contact’s stage follows their deal, so your contact list always shows who is close to buying. This guide sets both on Northwind and moves a demo deal to show the contact following it.

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Open the settings

Click CRM in the left rail, then Setup in the bar at the top, then Settings. Under AI, click Sales agent. The page is titled Your sales agent settings.
CRM settings with Sales agent under AI, outlined, and Setup at the top, outlined; the page Your sales agent settings, For everyone on this account

Your sales agent settings

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Cap what a chat may spend

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Type the most a chat may spend

Under Most you spend per chat, type an amount in dollars. When you type to your sales agent on the CRM pages, it stops the chat once it has used that much. The limit does not apply to mentions in Discussions, its reminders, tasks you give it, or work in a Room.
Most you spend per chat, with its explanation and the amount 3.00 in dollars, outlined

The most one chat may spend

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Save

Click Save at the bottom. Saved appears beside it.
The Save button and the note Saved, outlined

Saved

How hard it thinks has nothing to choose: on the CRM pages, in Discussions, and for its reminders and tasks, your sales agent works at the same level as a Room set to Standard. Only work you hand it in a Room set to Premium goes deeper.

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Keep contact stages in step with deals

Tick Keep contact stages in step with deals and click Save. From then on, when a deal moves to a stage that has a matching contact stage, every contact on the deal moves too.
The ticked box Keep contact stages in step with deals, with its explanation, outlined

Contacts follow their deals

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Choose the matching stages

Each pipeline stage can have a matching contact stage. Open Pipelines & stages in CRM settings: a stage with a match shows it after an arrow. Northwind’s Café Accounts pipeline matches Inquiry to Lead, Tasting Scheduled to Prospect, Trial Order to Opportunity, and Closed Won to Customer.
The Café Accounts pipeline: Inquiry to Lead, Tasting Scheduled to Prospect, Trial Order to Opportunity and Closed Won to Customer, each match outlined; Closed Lost has none

Each stage and the contact stage it matches

To set or change a match, click the pencil beside the stage and pick one under Matching contact stage, then Save. When you add a stage, pick its match in the list beside the stage name. A stage with No contact stage never moves anyone.

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See it work

1

Note the contact's stage

Ava Larsen, the contact on Northwind’s demo deal, is a Lead. The deal is at Tasting Scheduled.
The contact Ava Larsen with the stage Lead, outlined

Before: a lead

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Move the deal

On the deal’s page, click Edit deal, choose the new Stage, here Trial Order, and click Save. Moving the deal’s card on the Deals board works the same way.
Edit deal: Status Open, Pipeline Café Accounts, Stage Trial Order, outlined, and the Save button, outlined

The deal moves to Trial Order

If the page still shows the old stage after you save, reload it.
3

Check the contact

Open the contact. Ava Larsen is now an Opportunity, because Trial Order matches Opportunity, and her deal shows Trial Order.
The contact Ava Larsen with the stage Opportunity, outlined, and under Deals, Test Roastery (demo) trial order, Trial Order, USD 1,500, outlined

After: an opportunity

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Good to know