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Notes on selling with agents

Guides, product notes and playbooks for teams that sell over messaging and want AI agents to do more of the work, without losing the last word.

6 posts · Written by the Mokanata team

All posts

6 posts, newest first

  • Product

    Introducing the auto-send countdown

    Drafts released by an auto-approve rule with a review window now show "Auto-sends in mm:ss" until they go. Stop one, edit it, or switch auto-send off for the account, from wherever you are.

    3 min read

  • Product

    Why every agent draft cites its sources

    A draft without sources asks you to trust it. A draft with sources lets you check it in seconds. Why citations are on every Mokanata draft, and how to make an agent say "I don't know".

    3 min read

  • Playbooks

    Running WhatsApp sales inside the 24-hour window

    WhatsApp lets a business reply freely for 24 hours after a customer's last message. After that, only approved templates. A playbook for selling within that rhythm instead of fighting it.

    3 min read

  • Guides

    Guardrails vs. auto-approve rules: who wins

    Auto-approve rules release routine drafts. Guardrails hold risky ones. When both match the same draft, the guardrail always wins. Here's why, and how to design the two together.

    3 min read

  • Playbooks

    Merging a customer's nine channels into one record

    The same buyer can reach you on WhatsApp, Instagram and email in one week. A playbook for linking those identities to one contact, handling duplicates, and keeping agents from talking past each other.

    3 min read