AI Sales AssistantDevelopment
An assistant that qualifies new enquiries, answers product questions with real specs, follows up on silence, and gives your reps a briefing before every call.
AI Sales Assistant Development: what the work involves
Sales teams lose deals in the gaps: an enquiry sits unanswered over a weekend, a quote request waits for someone to find the right spec sheet, a warm lead goes quiet and nobody chases. Reps also spend a surprising amount of time on admin, writing the same follow-up email and updating the CRM, instead of speaking with buyers who are ready to talk.
We build the assistant around your actual selling material: catalogues, price rules you provide, case descriptions and common objections. A retrieval layer lets a language model answer product questions accurately, while a qualification flow asks the questions your reps would ask, such as budget range, timeline and use case. Results are written to HubSpot, Zoho or your own CRM as structured fields. Follow-up messages are drafted for rep approval at first. Pricing and discount decisions stay with people, because the assistant only quotes figures it has been given.
Core features
Instant first response
New enquiries from forms, chat or messaging apps get a relevant reply within moments, including answers to product questions drawn from your material.
Qualification conversation
A short exchange gathers requirement, timeline and decision-maker details and stores them as CRM fields instead of free-text notes.
Follow-up sequences
If a lead goes quiet, the assistant drafts timed, context-aware nudges that reference the earlier conversation rather than sending a generic reminder.
Pre-call briefings
Before a meeting, reps receive a one-page summary of the lead's history, stated needs, objections raised and suggested questions to ask.
Quote and proposal drafts
Using your price list and templates, it assembles a first draft quote for a rep to check, adjust and send.
Hot-lead alerts
Signals such as a request for a call, a pricing question or repeat site visits trigger an immediate notification to the right salesperson.
What we get right before launch
Never inventing commitments
A model may promise a discount or delivery date nobody approved. We restrict it to figures from your supplied price list, forbid commitments in the prompt, and require a rep to approve anything binding.
Over-automation hurts relationships
Buyers notice robotic follow-ups. We keep volume modest, personalise from real conversation history, make opting out easy and leave high-value accounts entirely to people.
Lead data and consent
Contact details collected from chats and forms are personal data. We record consent, limit what reaches the model vendor, and follow anti-spam and messaging rules in the markets you sell to.
Tools and technology
- OpenAI
- Anthropic Claude
- HubSpot API
- Zoho CRM
- LangChain
- n8n
- WhatsApp Business API
- FastAPI
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Common questions, answered
Will it close deals on its own?
No, and we would not recommend that. It handles first response, qualification and follow-up so your reps spend time on conversations that matter. Negotiation, pricing and relationship building stay with people.
Can it quote prices?
It can quote from a price list or rules you supply and clearly label drafts for review. It should not invent or negotiate numbers. Anything custom goes to a rep for approval before reaching the customer.
Which CRMs does it connect to?
HubSpot, Zoho, Pipedrive, Salesforce and many others expose APIs we can write to. For spreadsheets or custom tools we build a simple connector. We confirm the fields and permissions you need during scoping.
How do we judge whether it helps?
Track response time to new leads, qualification completeness, rep time spent on admin and how many conversations become meetings. We compare against your own earlier baseline rather than using generic industry figures.
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Ready to start your AI Sales Assistant Development project?
Tell us what you need and we will come back with a clear scope, timeline and the questions worth answering before any build starts.