Prospecting and approved outreach
Sales Assistant supports finding potential customers and keeping approved follow-up moving, then hands conversations that need a person to your team.
AI TeamsSales Team
Sales Team
An AI Sales Team built around your sales process.
A coordinated AI Sales Team to help keep sales work organized and opportunities moving — from finding people to talk to and assessing enquiries to preparing conversations and coordinating meetings.
An illustrative Sales Team example workspace showing complementary Employee responsibilities. This is an example configuration, not a live connected system and not a guaranteed automatic handoff.
Sales Team example
Illustrative configuration · not a live customer system
Example
Sales Assistant
Approved outreach prepared
Lead Qualification
Waiting
CRM Manager
Waiting
Sales Intelligence
Waiting
Scheduling Assistant
Waiting
Complementary roles
Configurable example
The sales problem
Sales work is several jobs, not one inbox.
Opportunities stall when prospecting, qualification, records, research and booking sit with whoever has a spare hour. An AI Sales Team groups those complementary roles so the process is configured once, instead of assembling five separate setups.
Included Employees
Meet the 5 AI Employees.
Sales Team includes these public roles. Each one keeps its own verified responsibilities.
Sales
Sales Assistant
Finds potential customers, starts conversations and handles the follow-up.
Explore roleSales
Lead Qualification
Checks incoming enquiries against your rules and sends the right ones to your team.
Explore roleSales
CRM Manager
Keeps your CRM accurate and makes sure opportunities do not get forgotten.
Explore roleSales
Sales Intelligence
Researches the people and companies your team is about to speak with.
Explore roleService & Operations
Scheduling Assistant
Books, confirms and reschedules appointments around your real availability.
Explore roleHow the roles work together
Five roles that complement each other.
Each Employee keeps its own verified responsibility. During Implementation we configure them around your process. Where supported, handoffs can be set up. This is not an automatic end-to-end sales pipeline.
- Website AI Sales Agent is not included.
- Customer Follow-Up is not included.
Scenarios
Practical sales scenarios
Each example attributes the work to the correct included Employee. These are complementary services, not an automatic sequence.
Evaluating incoming enquiries
Lead Qualification checks incoming enquiries against your approved rules and routes the ones that deserve attention.
Keeping CRM records current
CRM Manager keeps relevant customer and opportunity information organized through its configured workflow.
Researching important conversations
Sales Intelligence researches companies and prepares briefings so conversations start with useful context.
Coordinating meetings
Scheduling Assistant handles bookings against real availability and your booking rules.
Human control
Human approval and escalation
The Team works from approved outreach, qualification rules, CRM field rules and booking rules. Unusual replies, unclear fit and high-value conversations can wait for a person.
Approved outreach
Sales Assistant works from your ideal-customer rules and approved messages.
Qualification rules
Lead Qualification checks enquiries against the criteria you set — it does not invent a score.
Record rules
CRM Manager follows approved field and pipeline rules. A CRM connection is not unrestricted writing.
Booking rules
Scheduling Assistant offers times that are actually free. Unusual requests can wait for a person.
Pricing
Package pricing for Sales Team.
01
Implementation
$5,020 one-time
Configuration, connections, testing and launch for the included Employees. 20% off the combined individual Implementation of $6,275.
02
Managed Service
$945 / month
The combined monthly fee of the included Employees. There is no separate monthly discount.
03
Usage
50,000 platform credits / month
included at Team level
Additional usage uses additional platform credits. Credits are a Team allowance, not per Employee.
Purchased separately, Implementation would be $6,275. Sales Team Implementation is $5,020. Managed Service stays $945 / month.
Questions
Common questions.
Sales Assistant, Lead Qualification, CRM Manager, Sales Intelligence and Scheduling Assistant. Website AI Sales Agent and Customer Follow-Up are not included.
Put a coordinated sales process in place.
Tell us how opportunities currently move through your business. We’ll show you where this Sales Team could support the work — without promising automatic closes or guaranteed meetings.