Felix Sales Agent in Fello (Complete Guide)

What is Felix Sales Agent?

Sales Agent is the skill that does Felix's one-to-one outreach. It handles conversations across calls, texts, and emails with a human-like presence, grounded in Living Database intelligence, property data, and the full history of your prior engagement with each contact.

You decide who Felix works. From there, Felix qualifies, follows up, and hands the conversation to your team when a contact is ready to talk to a person.

In this guide:

• What Sales Agent does
• How Sales Agent works
• Who Felix works and who Felix skips
• Enroll contacts in Sales Agent
• Configure Sales Agent
• FAQs

What Sales Agent does

• AI calling: Felix places calls and holds natural conversations.
• AI email: Felix sends conversational, one-to-one emails.
• AI SMS: Felix texts and responds in real time.
• Adaptive cadence: Felix paces follow-up to each contact, with attempt limits and cooling-off periods so no one is over-contacted.
• Human handoff: when a contact is ready to talk to a person, Felix hands the conversation to your team.
• Channel transitions: Felix moves between call, text, and email as the conversation calls for it.

How Sales Agent works

• Felix carries one continuous conversation across calls, texts, and emails, so context isn't lost when the channel changes.
• Felix is grounded in Living Database intelligence, property data, and the full history of prior engagement.
• Built-in attempt limits and cooling-off periods prevent over-contacting.
• Outcomes feed back, so Felix improves over time.
• Felix reaches out only when it makes sense. Choosing not to contact is always a valid decision.

Who Felix works and who Felix skips

You decide who Felix reaches out to. Felix works the Active contacts you enroll, and new high-intent contacts queue automatically as they come in.

• Who Felix works: choose the segments Felix should reach out to, or create your own segment from existing segments or custom filters.
• Who Felix skips: add exclusion sources for contacts Felix should never contact. A Do Not Contact exclusion is included by default.

Felix works on Active contacts only. Learn more about Active vs Monitored Contacts.

Enroll contacts in Sales Agent

Enrollment is how you put contacts in front of Felix. You can enroll one contact, several at once, a whole segment, or contacts that flow through a workflow.

From a contact

• Open the contact and go to the Felix AI section.
• Under Sales Agent, select Enroll in Sales Agent.
  
  
• Review who is being enrolled and the signals, edit Why are we reaching out? if needed, then select Enroll in Sales Agent.

In bulk

• Select the contacts in the Contacts module.
  
  
• Select Enroll in Felix, then Enroll in Sales Agent.
• Add a reason under Why are we reaching out?, then enroll.

By segment

• Go to Felix AI from the left sidebar, open Sales Agent under Your Skills, and select the Enrollment tab.
• Under Who Felix works, select Create your own segment.
  
  
• On the Who step, choose an existing segment or build custom filters. On the Plan step, add your reason under Why are we reaching out?, then save.

From a workflow

You can enroll contacts as a step in a workflow.

• In the workflow builder, add a step and choose Enroll contacts with Sales Agent.
• Under Felix's Plan, tell Felix how to approach the contacts enrolled through this workflow (up to 500 characters).
• Choose how Felix should treat the enrollment:
  • Follow-up: Felix paces outreach to each contact's signals and intent. Best for existing contacts and re-engagement.
  • New lead: Felix treats the contact as a fresh inbound lead and prioritizes them for first outreach at the earliest opportunity.
• Select Save.

To stop outreach from a workflow, add the Unenroll contacts from Sales Agent step. It needs no configuration.

Configure Sales Agent

Felix works out of the box once contacts are enrolled. To set Felix's style, call greetings, actions like call transfer, and the days and hours Felix can call and text, see Configuring Felix Sales Agent.

Frequently asked questions

• Do I have to enroll contacts, or does Felix pick them automatically?
  • Enrollment is required. Felix works the contacts you enroll.
• Can I enroll contacts automatically?
  • Yes. Add the Enroll contacts with Sales Agent step to a workflow. There is also an Unenroll contacts from Sales Agent step to stop outreach.
• Can Felix work a contact who has only a phone number and no email?
  • Yes. Sales Agent needs a phone number to build a plan and can enroll a contact without an email. Nurture needs an email.
• What happens if a contact is in both who Felix works and who Felix skips?
  • The exclusion wins. Felix does not contact them.
• Will Felix reach out to a contact whose home is currently listed?
  • No. Felix will not engage a contact whose property is actively listed.
• When does Felix stop working a contact?
  • Felix manages and closes its own Sales Agent conversations. When a contact is ready to talk to a person, Felix hands off. If a teammate takes over, turn off Sales Agent for that contact. Learn more about handoffs and warm transfers.
• What languages does Felix use?
  • Felix operates in English. Other languages, including Spanish, are not supported at this time.
• Can I run Felix for inbound calls only?
  • Not today. Felix is an outbound sales agent that also answers inbound calls on its own number. A dedicated inbound agent is planned for the future.
• Can I tailor Felix for a specific area or lead type, such as investors or flips?
  • Yes. Create a segment for that audience, enroll it in Sales Agent, and tell Felix why you are reaching out. Felix also draws on your business context to shape the conversation.
• Can Felix send a text in the middle of a call?
  • Not yet. This is planned for a future release.
• What happens when Felix reaches a call screener?
  • Felix states its name and reason for calling, the same as it would with a person.
• Can Felix understand images or GIFs a contact sends?
  • Not at this time.