Ready-to-deploy AI solution
AI Sales Assistant That Qualifies, Follows Up and Books Meetings
A pre-built assistant that responds to every new lead within minutes, asks the right qualifying questions, schedules meetings and keeps your CRM up to date.
Overview
Why AI Sales Assistant matters
An AI sales assistant closes the gap between a lead arriving and a salesperson calling back. In many businesses that gap is measured in hours or days, and by then the prospect has spoken to a competitor. Sales reps also lose a large share of their week to typing notes, chasing replies and updating pipeline stages instead of selling.
We deploy a pre-built sales assistant and configure it to your products, pricing rules, territories and qualification criteria. It engages inbound leads on web forms, WhatsApp and email, asks the questions your best reps would ask, books qualified prospects into the right calendar and writes everything back to your CRM. Your team starts each day with warm, documented opportunities rather than a list of cold names.
What we build
AI Sales Assistant: capabilities
Every feature is built on our standardized stack, so it is secure, tested and maintainable by any engineer in our pool.
Instant lead response
New enquiries from forms, landing pages, WhatsApp or email receive a personalized reply within minutes, at any hour of the day.
Conversational qualification
The assistant asks about budget, timeline, requirements and decision-makers using your own framework, then scores the lead against your ideal customer profile.
Multi-step follow-up sequences
Unanswered leads receive timed, context-aware follow-ups that reference what they asked, instead of generic reminder templates.
Meeting booking
Qualified prospects pick a slot from the assigned rep's live availability in Google Calendar or Outlook, with confirmations and reminders sent automatically.
Automatic CRM updates
Contact details, qualification answers, conversation summaries and next steps are written to the right record and pipeline stage without manual typing.
Lead routing rules
Leads are assigned by territory, product line, deal size or language, so every opportunity lands with the person best placed to close it.
Product and pricing knowledge
Answers about features, packages and standard pricing come from your approved catalog, and anything requiring negotiation is passed to a rep.
Pipeline insight for managers
See response times, qualification rates, meetings booked and drop-off points by source, so marketing spend can follow the leads that convert.
Key benefits
Outcomes your business can count on
No lead waits overnight
Prospects who enquire late in the evening or on a holiday are engaged immediately, while their interest is still high.
More selling time for reps
Data entry, reminder emails and scheduling back-and-forth are handled for them, which returns hours every week to real conversations.
Cleaner pipeline data
Every interaction is logged in a consistent format, giving managers forecasts they can trust instead of half-filled records.
Consistent qualification
Every lead is assessed against the same criteria, so reps stop spending time on prospects who were never a fit.
Use cases
Where this delivers value
Real estate enquiries
Capture buyer preferences such as location, budget and possession timeline, suggest matching projects and book site visits with the right sales executive.
B2B software demos
Qualify inbound demo requests by company size and use case, then book a discovery call with the account executive for that segment.
Education admissions
Answer course, fee and eligibility questions for prospective students and schedule counselling sessions with admissions staff.
Dealer and distributor leads
Screen partnership enquiries by region and capacity, collect required documents and route promising applicants to the channel sales team.
Technology used
Built on one proven stack
The sales assistant pairs a language model with your product knowledge, calendar and CRM APIs. A NestJS service manages sequences, routing rules and audit logs, and Redis-backed job queues handle timed follow-ups reliably.
- OpenAI GPT, Claude or Gemini
- LangChain tool calling
- HubSpot, Salesforce, Zoho and Pipedrive APIs
- Google Workspace (Gmail and Calendar)
- Microsoft 365 calendars
- WhatsApp Business API
- NestJS, PostgreSQL, Redis and BullMQ
Our process
From first call to confident launch
- 01
Discovery
We sit with your sales leads to document qualification criteria, lead sources, routing rules and the CRM fields that matter, and review recent won and lost deals.
- 02
Design
We script the conversation flows and follow-up timing, agree the hand-off point to a rep, and connect the pre-built assistant to your CRM sandbox and calendars.
- 03
Agile Build
Sprint by sprint we wire up lead sources, test qualification against historical leads and refine messaging with your team until the assistant sounds like your company.
- 04
Production + 90-day hypercare
We go live on one lead source first, then expand. During 90 days of hypercare we review conversion data weekly and adjust scoring, timing and routing.
What an AI sales assistant should and should not do
A good assistant handles the predictable early stages of a sale: acknowledging the enquiry, gathering facts, answering standard questions and arranging the first meeting. It should not negotiate discounts, make commitments outside your price list or pretend to be a person. We configure clear boundaries so that anything beyond the agreed scope is passed to a rep with a full summary.
This keeps prospects confident about who they are dealing with and keeps your sales team in control of the relationship. The assistant becomes a dependable first touchpoint rather than a risk to your brand.
Built around your CRM, not beside it
Sales tools that live outside the CRM tend to create a second, conflicting version of the truth. Our assistant writes directly to HubSpot, Salesforce, Zoho or Pipedrive, using your existing pipelines, fields and ownership rules. If you need deeper capabilities such as forecasting or churn alerts, these can be added through our CRM + AI integration service.
For teams that run on Google Workspace, the assistant can send follow-ups from a shared Gmail address, book into Google Calendar and attach brochures or proposals stored in Google Drive. Reps keep working in the tools they already know.
- Respects existing lead ownership and deduplication rules
- Logs every message against the contact timeline
- Pauses sequences automatically when a rep replies
Going further with your sales process
Some clients later extend the assistant into an always-on copilot for their reps, covered by our AI CRM Assistant. Others need a fully custom pipeline system first, which our CRM development team builds on the same stack. We will recommend the smallest step that delivers value now.
Industries served
Proven across industries
FAQ
AI Sales Assistant: frequently asked questions
Stop losing leads to slow follow-up
Tell us where your leads come from and which CRM you use, and we will outline how the assistant would fit your sales process.