AI sales assistants with people in control
Define a sales assistant around your offer, approved knowledge and CRM. Start with a bounded pilot and review its work before expanding.
Where an assistant can help
An assistant can organise an inbound request, identify missing information, retrieve approved product or service knowledge and prepare a response for review. It should distinguish a known fact from a missing answer.
What the first pilot needs
Choose one enquiry type and one owner. Supply approved sales material, representative examples and the system where the team works. Agree what the assistant may read, what it may change and when it must stop for a person.
What we scope with you
A workflow map, knowledge sources, integration requirements, permission boundaries, a review queue and a test set. A build phase follows an agreed scope. Pricing, availability and delivery dates are set for that project.
How we test the workflow
Test normal enquiries, missing details, contradictory information and requests outside the offer. A pilot passes when it handles the agreed cases, routes exceptions correctly and leaves a usable record for the team. Response accuracy and reviewer effort need measurement.
Where the boundary sits
An assistant does not earn permission to send emails, change prices or make commitments just because it can draft text. Those actions need explicit rules. This page describes an implementation approach, not an off-the-shelf agent already connected to your business.
Bring us the business question
Tell us what should work better, which systems you use and who needs to work with them.