A new AI assistant takes over customer calling
The sales assistant presents the product, handles objections and hands the manager only deals that are ready to close.
How the workflow operates
The AI assistant handles an initial contact using an approved script: it presents the offer, records answers and clarifies customer interest. The conversation summary and key data are then passed to a manager.
The sales team controls the contact list, conversation rules, restrictions and handoff conditions.
Connecting the sales process
Contact outcomes can be linked to a CRM workflow so a manager sees the interaction history and continues with the recorded context. Available integrations depend on the company's infrastructure.
Responsible use
An implementation must account for applicable telephone communication and personal data requirements. Critical decisions and unusual requests are handed to a person.