The AI Sales Agent converts opportunities into revenue: it qualifies leads, recommends the right service within approved boundaries, follows up and books meetings.
#What it does
Depending on what your business enables, the agent can qualify an enquiry against your criteria, recommend a service, answer questions from your approved knowledge, handle objections using approved responses, follow up with prospects, book meetings and notify your team about high-value or high-intent leads.
#Who it's for
Businesses that receive enquiries needing qualification before a sale : where consistency in the first conversation materially affects conversion. It is a complement to your sales team, not a replacement: escalations hand off to your people.
#What gets configured
- Qualification , the questions it asks, the lead information it must capture, ideal-customer criteria and disqualifying criteria.
- Offer knowledge : services or products, who each is for, and approved pricing.
- Objection handling : approved responses to common objections such as price, timing, competition and trust.
- Actions : qualify, recommend, follow up, book a meeting, send a message, escalate.
- Escalation : human contact details and the conditions that trigger handoff.
#Guardrails
Your business defines the limits, for example:
- maximum discount or special offers the agent may reference,
- claims it is prohibited from making,
- approved pricing and approved promises only : no invented policies or discounts,
- automatic escalation for complaints or anything outside its approved boundaries.
#After activation
Leads, conversations, bookings and escalations are recorded as real activity in your dashboard. You can refine the qualification criteria and objection responses over time as you learn what converts.