Skip to main content
Stages in the Sales Agent are derived from activity — they are not moved manually like cards on a board. The highest-priority applicable fact about a prospect determines which stage is displayed at any given moment.

​
Active progress stages

These eight stages reflect the furthest automated action recorded for a prospect.

​
Human sales outcomes

Human outcomes are set manually to record the real-world result of a conversation. Every outcome immediately stops all further automated outreach for that prospect.
A prospect showing Unreachable who also has a valid phone number on record is displayed as To Call instead, so the record surfaces in call queues rather than being treated as a dead end.

​
Archived

Marking a prospect Archived hides the record from standard pipeline views and stops all outreach — without deleting the prospect’s history or messages.
  • The previous outcome, if any, remains attached to the record.
  • Unarchiving restores the record to pipeline views, but an existing human outcome continues to stop automated outreach until it is cleared.
Use Archived for prospects you want to set aside indefinitely without losing the conversation history.

​
Precedence rules

When multiple facts apply to the same prospect, the displayed stage follows these rules in order:
  1. Archived takes precedence over everything. An archived prospect is never shown as active, regardless of any other fact.
  2. A human outcome takes precedence over a historical reply. If you have recorded Closed Deal but a reply was also detected, the outcome is displayed.
  3. A detected reply takes precedence over normal outreach progress. A prospect who replied is shown as Replied even if further follow-ups were scheduled.
  4. Unreachable with a phone number appears as To Call. The phone path is surfaced instead of the dead-end label.
  5. Otherwise, the stage reflects the furthest recorded automated action.
Returning a prospect to In play clears the recorded outcome only. It does not erase action history, so the displayed stage is immediately recalculated from the remaining facts (research, sent messages, replies, etc.).