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.

Living Database, Ask Felix, and Nurture are included on every plan. Sales Agent is an optional add-on you turn on when you want Felix making calls, sending texts, and running one-to-one email.

You decide who Felix reaches out to. Felix works your Active contacts up to your plan's capacity, filling it automatically with the highest-intent contacts from your database, or working only the segments you choose. New high-intent contacts queue automatically as they come in.

In this guide:

• What Sales Agent does
• How Sales Agent works
• Add Sales Agent to your plan
• Who Felix works and who Felix skips
• Let Felix decide who to work
• Enroll contacts in Sales Agent
• Disable Sales Agent for a contact
• Pause and resume 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.

Add Sales Agent to your plan

Sales Agent is an optional add-on. You can add it during Felix setup, from the Sales Agent card on Home, or anytime from billing.

To add it from billing:

• Go to Settings > Billing.
• On the Felix Sales Agent row, select Upgrade.
• On the Details step, choose your Sales Agent capacity.
• Select Review Changes to see the billing summary.
• Select Confirm & Pay.

If you want to talk it through first, select Talk to us in the panel.

 

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 how Felix selects contacts. Let Felix decide fills your capacity with the highest-intent contacts automatically, or choose Pick your own segments to scope Felix to segments you select. See Let Felix decide who to work below.
• 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.

Let Felix decide who to work 

On the Sales Agent Enrollment tab, Who Felix Works controls how Felix selects contacts.

You have two options: Let Felix decide (recommended) or Pick your own segments.

With Let Felix decide, Felix fills your available capacity with the highest-intent contacts from your database, with no list-building required from your end. Felix prioritizes by intent, working High intent first, then Medium, then Early. Learn more about signals and intent.

Your available capacity is set by your plan. Felix works as many contacts as your plan allows. The Felix will work summary at the top of the Enrollment tab shows how many contacts Felix is working now and how many are queued beyond your current capacity. Queued contacts move into active outreach automatically as slots free up.

Contacts you enroll yourself always come first. Felix only fills the capacity left over after your own enrollments, and it never sets aside a contact that is in an active conversation to make room.

To scope Felix to specific segments instead, choose Pick your own segments. Felix stops auto-filling capacity and works only the segments you select, plus your exclusions. Switching is your choice, and contacts already in an active conversation are not interrupted. See Enroll contacts in Sales Agent for how to build a segment for enrollment.

How Felix frees up slots

When capacity is full, Felix makes room by stepping back from its own picks that are not yet in an active conversation, so a higher-priority contact can take the slot.

A contact Felix is still trying to reach who has not responded after 5 or more attempts over 30 or more days is treated as a quiet contact. It drops to the lowest priority so a fresher contact can take its place. The contact is set aside, not removed, and can resume later when capacity is available. Contacts in an active conversation are never set aside.

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.

Disable Sales Agent for a contact

When you want to keep one person out of sales outreach while Felix keeps nurturing them (a past client, a referral partner, anyone who asked you to stop hearing from your team), disable Sales Agent for them. Felix Nurture and every other skill keep running.

Disable vs. unenroll

The contact's More menu has two ways to stop Sales Agent, and they are not the same:

• Unenroll Sales Agent: Stops Felix's active outreach, but Felix still replies if they call or text in. They stay eligible, so you can enroll them again at any time.
• Disable Sales Agent: Stops outreach and stops Felix from responding to any inbound call or text from them. Any Sales Agent outreach already scheduled stops too, and they cannot be enrolled in Sales Agent again until you re-enable it.

Use disable to protect a relationship for the long term. Use unenroll to simply pause active outreach.

How to disable Sales Agent

• Open the contact, then click the More (3-dot) icon next to the call, email, and message actions.
  
  
  
  
• Select Disable Sales Agent.
• Review the confirmation dialog, then click Disable.

Once disabled, their Felix AI panel shows Sales Agent · Disabled, and Enroll in Sales Agent is greyed out with a "Contact has been disabled" note until you re-enable.

Re-enable Sales Agent

• Open the contact and click the More (3-dot) icon.
• Select Re-enable Sales Agent, then click Re-enable to confirm.

Pause and resume Sales Agent

Pausing stops all Sales Agent outreach across your account at once, without changing who is enrolled. Enrolled contacts keep their context, and Felix picks up where it left off when you resume. Pause when you need to stop outreach for a while, for example when lead volume is high or you are reworking your enrollment criteria.

Pause Sales Agent

• Go to Felix AI from the left sidebar and open Sales Agent under Your Skills.
  
  
• Click Pause this agent at the bottom of the left panel.
  
  
• In the Pause Sales Agent? dialog, click Pause.

The status under the Sales Agent name changes to Paused, and Felix stops all Sales Agent calls, texts, and emails.

Resume Sales Agent

• Click Resume this agent at the bottom of the left panel.
  
  

Felix resumes right away, with no confirmation step, and continues each contact from where it left off. The status returns to Active.

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?
  • It depends on your Who Felix Works setting. With Let Felix decide (the recommended default), Felix automatically fills your capacity with the highest-intent contacts from your database, so you don't have to build a list or enroll anyone yourself. Contacts you do enroll always come first. Choose Pick your own segments if you'd rather Felix work only the contacts in segments you select.
• 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.

• Does turning on Let Felix decide remove the contacts I enrolled myself?
  • No. Your own enrolled contacts stay and take priority. Felix only fills the capacity that is left over.
• What does "queued" mean?
  • Queued is the count shown in the Felix will work summary on the Enrollment tab. These contacts are eligible for outreach but beyond what Felix can actively work under your plan right now. They move into active outreach automatically as slots free up.