Your AI sales consultant, from first reply to proforma.
An AI sales consultant that qualifies leads, answers them by email and WhatsApp, quotes from your catalog and reports why deals were won or lost.
Installs with every mode switched off — nothing contacts your customers until you switch a mode on.
Engages every new lead within minutes: qualifies it against your business profile and price list (budget, authority, need, timing), records needs and pain points in the CRM and sends a personal first email. Answers questions and objections from your approved FAQ and objection answers, books meetings, and turns buying signals into a proforma priced from the catalog — issued at once below your limit, after a manager's approval above it. Quiet leads get up to three useful follow-ups; every week it explains the funnel, the reasons deals were lost and what the won ones share.
Budget, authority, need and timing, weighed against your business profile and price list. Needs and pain points are written to the CRM.
Answers questions and objections from your approved FAQ and objection answers, and never invents a price, a discount or a feature.
Prices come from your products only. Below your limit the proforma is issued and sent at once; above it, a manager approves first.
Quiet leads get useful follow-ups on the days you choose. After the last one, the lead is closed with a reason.
The agent arrives with every mode switched off and a checklist of what it needs.
Complete your business profile, products and prices; set the persona and the approval limit.
Always on for new leads and replies, scheduled follow-ups, the weekly report — or a campaign whenever you choose.
Every action is on the lead's timeline, and every week you see what worked and what to change.
Every lead from a form, a CTA page or an import gets a considered, personal first reply within minutes, day or night.
A customer asks for a price on WhatsApp; the agent builds the proforma from your catalog and sends the link.
Run a campaign when you choose: leads nobody has contacted yet get a first message, once.
Managers approve the large quotes and read every week why deals were won or lost.
Switch on only what you need. Each mode runs a set of workflows: some stay on until you switch them off, others run once whenever you start them.
Engage every new lead and answer replies by email and WhatsApp as they arrive.
Saturday–Wednesday at 10:00 (Tehran), follow up leads that went quiet.
Every Saturday at 09:00: the funnel, why deals were lost and what to change.
Limits and choices the agent reads every time it runs. You can change them at any time.
Who the agent is when it writes to your customers. You can edit every part of it after installing.
Name
Sara
Nothing here blocks installing; a missing requirement only stops the steps that need it.
CRM and Mail data stay on a local model unless an administrator allows external models.
Each one opens in the workflow editor like any other workflow, so you can see exactly what the agent does.
Sales Agent · New lead (always on)
Always-on mode: every new lead — manual, form, CTA page or raw lead — is handed to “Engage lead”.
Sales Agent · Engage lead
Reads a new lead, qualifies it against the business and price list, records needs and pain points, and sends a personal first email. Called by “New lead” and “Campaign”.
Sales Agent · Email reply (always on)
Always-on mode: a lead's email is read, classified (quote, question, objection, meeting, decline, unsubscribe) and answered from the business context; what was learned is written back to the lead.
Sales Agent · WhatsApp reply (always on)
Always-on mode: a known customer's WhatsApp message is answered from the business context and the conversation history, or turned into a proforma. Customers with no open deal are handed to a person.
Sales Agent · Proforma
Builds a proforma from the customer's request with catalog prices, issues it at once up to the agent's approval limit or after a manager's approval above it, and sends the link by email or WhatsApp.
No. Prices come only from your catalog, and a discount above the limit you set is handed to a person.
Email from your connected mailbox, and WhatsApp Business once it is connected. Outreach to a new lead starts on email.
Only up to the amount you set. Above it, a manager approves first and the agent sends it afterwards.
First release.
Install it in your workspace, check its persona and settings, then switch on the modes you want.
The funnel, why deals were lost, what the won deals share, open proformas, and three changes to try next week.
It installs switched off. You set the persona, the limits and the modes, and every message and change is logged on the lead.
Engage leads nobody has contacted yet, once, now.
Sales Agent · Follow-up sweep (scheduled)
Scheduled mode: on working days, leads that went quiet for three days after first contact or after a proforma get a follow-up.
Sales Agent · Follow up one lead
Up to three useful follow-ups for a lead that went quiet, then closes it as lost with “no response”. Called by the follow-up sweep.
Sales Agent · Campaign (on demand)
On-demand mode: engages up to 25 leads that nobody has contacted yet (older leads, imports) when you run it.
Sales Agent · Weekly report (scheduled)
Scheduled mode: every Saturday, the funnel of the last seven days — why deals were lost, what the won ones share, and what to change.
If they ask, it says honestly that it is the company's AI sales assistant and offers to bring in a colleague.
By default, CRM and mail data are processed only by a local model; an administrator decides whether an external model may be used.
Yes. Name, role, tone, rules, signature and language are yours to edit, and every AI step uses them.