AI Sales Agent
Consults customers, captures needs and syncs details with the CRM.
Overview
Hypothetical scenario: a service company receives buying enquiries through its website after hours. Staff reply slowly, customer details are scattered across chats and must be typed into the CRM by hand.
Solution
The AI Sales Agent answers questions from the service documents, asks follow-ups to clarify needs, collects contact details with the customer's consent, then creates a lead in the CRM and notifies the assigned salesperson.
Integration
- Website chat widget
- Knowledge base from service documents
- CRM via API (create and update leads)
- Sales notification by email
Results
Prototype demo with no real deployment figures. Results for each business are measured after go-live.
Demo
Can you build an online store for us?
Yes. Roughly how many products do you plan to sell, and do you need online payment?
About 500 products, with online payment.
Noted: an online store with about 500 products and online payment. Could you leave a phone number so our consultant can discuss the scope with you?
Illustrative conversation, not a transcript from a real customer.