What is the pre-sales agent's goal and what can it do (place orders, send payment links)?

The pre-sales agent's goal is to sell. It provides product details, answers questions, and — where enabled — can place a full order through WhatsApp and send the customer a simple payment link to complete the purchase. So it's not just informational; it can carry a customer from interest to a paid order inside a conversation. Whether an agent may place orders is a configurable…

The pre-sales agent's goal is to sell. It provides product details, answers questions, and — where enabled — can place a full order through WhatsApp and send the customer a simple payment link to complete the purchase. So it's not just informational; it can carry a customer from interest to a paid order inside a conversation. Whether an agent may place orders is a configurable flag, so you control which agents have that authority.