AI Sales Agent – Automating sales consulting and lead handling

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How it flows

From a customer message to a lead for Sales

Takes in every channel, advises from your own data and passes the file to the right person.

Inputs

Website & chat
Zalo, Facebook
Product data
CRM

AI Sales Agent

Advises and records needs

Answers from your data
Lead profile for Sales
Booked meetings

Outcomes

Your Sales team still owns quotes and closing.

Capabilities

What can an AI Sales Agent do?

  1. 1

    Advise on products and services from your business data

    The AI draws on your product catalogue, the prices cleared for publication, service documents, policies and frequently asked questions to support customers.

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    When a customer describes what they need, the AI can ask follow-up questions and find suitable options within the data it has been given.

    For products with technical specifications or complex conditions of use, the AI identifies the missing information and hands over to a staff member for confirmation when needed.

    Limits & controls: The system does not invent prices, promise features or state policies beyond the approved data.

  2. 2

    Capture and qualify leads

    Instead of only taking a name and a phone number, the AI can ask for sales-relevant details such as the requirement, quantity, expected budget, timeline or location of use.

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    The question set is tailored to each industry. A web design company may need the type of website, the number of languages and the features wanted; an equipment distributor needs product codes, specifications and quantities.

  3. 3

    Route leads to the right person

    When the customer agrees to leave their details, the AI creates a record with the contact information, the requirement, the conversation so far and any questions still open.

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    The record can be sent to Sales or synced with your CRM if the system supports integration.

    The staff member who picks it up reads the summary before getting in touch, instead of asking the customer to explain everything again.

  4. 4

    Help book consultations and track status

    When connected to a suitable calendar system, the AI can help customers pick an available consultation slot.

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    Your business can also build steps that remind staff to work a lead or track its status from newly received to contacted.

    Limits & controls: Any follow-up contact must respect the customer's consent and the rules of each channel.

Workflow

How the AI Sales Agent works

  1. 01A customer arrives on your website or an integrated channel
  2. 02The AI takes the conversation and explores the need
  3. 03It advises from your business data
  4. 04It asks permission to collect details
  5. 05It creates a lead record
  6. 06It hands the lead to Sales
  7. 07The handling status is tracked

The workflow is tailored to the systems and the real needs of each business.

Who it fits

Businesses that fit the AI Sales Agent

  • Service providers
  • Real estate
  • Education
  • E-commerce
  • Industrial equipment
  • Businesses with a pre-sales consulting process

Every business is reviewed individually — products, data and sales process — before deployment.

Khi AI tiếp nhận khách hàng, đội ngũ Sales có thêm thời gian để bán hàngReal case studyKhi AI tiếp nhận khách hàng, đội ngũ Sales có thêm thời gian để bán hàngAI Sales Agent tư vấn từ dữ liệu doanh nghiệp, tìm hiểu nhu cầu và chuyển yêu cầu đã ghi nhận cho Sales của NovaWeb — cách thiết kế, hội thoại thực tế và cách đo hiệu quả.View case study

Other solutions

Services overview

Frequently asked questions

Does an AI Sales Agent replace sales staff?＋

No. The AI supports repetitive work such as initial consulting, collecting information and qualifying leads. Sales staff still handle the steps that need conversation, negotiation and a direct decision.

Does the AI quote prices on its own?＋

The AI only gives information within the data your business has approved. For quotes that need calculation or a specific policy, it collects the details and hands over to a staff member for confirmation.

Can it integrate with our current CRM?＋

Integration is possible if your CRM supports an API or another suitable connection method. Naventic reviews the system before defining the scope of data syncing.

What does a business need to get started?＋

Your product or service catalogue, sales policies, frequently asked questions, the channels customers use and your current lead handoff process. From there Naventic defines a suitable deployment scope.

Get advice on an AI Sales Agent built around your sales process

Share your products, customer channels and how your Sales team handles leads so Naventic can propose a suitable solution.

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