AI Agent · Sales

Never miss a lead again.

The Sales AI Agent answers every enquiry straight away, qualifies the lead, books the meeting and hands the hot ones to a person at the right moment.

Sales AI Agent

Human approval on

Conversation

ILLUSTRATIVE SCRIPT

  • Lead

    Hi, do you work with small teams?

  • Agent

    Yes. Roughly how many people would use it?

  • Lead

    About ten people.

Prepared

Prepares a reply or booking

Needs your approval

Pricing or discount offers

ILLUSTRATIVE EXAMPLE, NOT CUSTOMER DATA

The problem

Where time and leads get lost.

Enquiries arrive at all hours. A small team cannot reply to each one quickly, so good leads go cold while they wait.

What it does

The jobs it takes on.

  • Replies to enquiries straight away

  • Qualifies leads with your questions

  • Scores leads so the best ones surface first

  • Books meetings in your team's calendar

  • Follows up on quiet leads

  • Hands hot leads to a person

A normal day

How the agent works through a business day.

ILLUSTRATIVE EXAMPLE

  1. STEP 1

    Incoming enquiry

    A website or WhatsApp enquiry arrives outside working hours.

  2. STEP 2

    Understands the request

    The agent reads what the customer is asking for.

  3. STEP 3

    Qualifies

    It asks the questions your team would ask and scores the lead.

  4. STEP 4

    Takes the permitted action

    It replies, shares the information you have approved, and offers meeting times.

  5. STEP 5

    Escalates when needed

    A pricing or commitment question goes to a person with the context attached.

  6. STEP 6

    Records and reports

    The lead, its score and the next step are recorded for the team's morning review.

Your team stays in control.

AI can prepare and recommend. Your team stays in control of business-impacting actions.

Needs your approval

  • Pricing or discount offers
  • Commitments to delivery dates or terms
  • Any change to a customer's account

How an action is handled

  1. Reads the enquiry and the approved information
  2. Prepares a reply or booking
  3. Sends routine replies within your rules
  4. Asks your team before any commitment

Outcomes

What changes for your team.

Faster lead response

Enquiries get a reply while the customer is still interested.

Better qualification

Your team spends time on the leads most likely to buy.

Consistent follow-up

Quiet leads are followed up on a schedule, not forgotten.

More booked conversations

Meeting times are offered and booked without a back-and-forth.

Integrations

Works with the tools you already use.

Can connect with the tools your business already uses. Connections are agreed during setup, based on the tools you run.

  • Website chat
  • WhatsApp
  • Email
  • CRM
  • Spreadsheets
  • ERP

Ideal for

Businesses with inbound enquiries and small sales teams.

Setup

Four steps, from first connection to improvement.

  1. STAGE 01/04

    Connect

    We agree which tools the agent can use, and what access it needs to do so.

    Deliverables

    • Tool list agreed
    • Access scope written down
    • Connection plan
  2. STAGE 02/04

    Configure

    We set the rules, tone, approval points and the work the agent is allowed to do.

    Deliverables

    • Rules and approval points
    • Reply and summary templates
    • Test scenarios
  3. STAGE 03/04

    Launch

    We start with a limited group of enquiries or records, watch the results, and widen gradually.

    Deliverables

    • Limited launch
    • Review with your team
    • Rollout plan
  4. STAGE 04/04

    Improve

    We review what the agent handled, refine the rules, and extend the work when it is ready.

    Deliverables

    • Regular review
    • Rule updates
    • Next-job roadmap

Pricing

Priced for your workflow.

Pricing is tailored to the workflow, integrations and level of support required.

FAQ

Questions about the Sales AI Agent.

What does the Sales AI Agent actually do?

It replies to new enquiries, asks the questions you choose, scores the lead, offers meeting times and follows up. Anything that needs a decision goes to your team.

Which tools can it work with?

Can connect with the tools your business already uses. Connections are agreed during setup, based on the tools you run.

How long does setup take?

Setup depends on the tools connected and how the replies and rules are configured. We agree the scope and timeline before setup begins.

Does a person stay in control?

Yes. The agent can prepare replies and recommendations. Your team approves pricing, commitments and any change to a customer account.

How is customer data used?

Only the systems you connect are used, and access is agreed with you during setup.

Can it reply in our tone and with our rules?

Yes. Replies, questions, scoring rules and approval points are configured for your business.

What support is there after launch?

Ongoing support and improvements are available as an engagement model, and the scope is agreed per project.

How is it priced?

Pricing is tailored to the workflow, integrations and level of support required.

Related services

Tell us which enquiries, records or questions matter most.

Start with a short brief. We will tell you whether this agent is the right fit and how we would set it up.