# Sales teams

The agent for sales teams is suitable when incoming calls in sales are to be pre-qualified and routed specifically. It collects relevant lead information, prioritizes inquiries, and ensures that prospects do not have to wait and no sales opportunity is lost.

### **What exactly does the agent handle?**

The agent takes calls and clarifies the reason, such as product interest, pricing inquiries, or a request for advice. It collects relevant information such as contact details, areas of interest, or desired callback times. Depending on the outcome, it forwards qualified inquiries directly to the appropriate employees or announces a callback. After each conversation, all information is available in a structured form, as a call log or by email. This allows the sales team to get started right away without follow-up questions.

### **Brief explanation: How to set up the use case**

{% stepper %}
{% step %}
**Create agent & refine profile**

Create an agent and describe your **company profile** (configuration section) your products and your value proposition. The more precisely the agent knows what you sell, the better it can answer initial questions.
{% endstep %}

{% step %}
**Create qualification playbooks**

Create guides under Playbooks to filter leads (pre-qualification). Define what information you need to assess the quality of a lead.

* **Playbook "New prospect":**
  * Condition: "Caller is interested in product XY"
  * Task: "Ask about company size & industry"
  * Task: "Ask about timeframe for implementation"
  * Closing action: Transfer (to the sales hotline) or announce a callback (if you work asynchronously).
    {% endstep %}

{% step %}
**Store knowledge**

So that the agent not only asks but also convinces, it needs information.

* **Knowledge base:** Upload product brochures or price lists as PDF.
* **Customer questions:** Store answers to objections ("Why are you more expensive than provider X?") or detailed questions ("Is there an API?").
  {% endstep %}

{% step %}
**Notification & CRM integration**

* **Email summary:** Enter *Configuration > Recipients* the sales team's email address.
* **Webhooks (recommended):** Use webhooks to send the qualified lead, including all answers, directly to your CRM (e.g. Salesforce, HubSpot, Pipedrive).
  {% endstep %}

{% step %}
**Assign phone number**

During the test phase, you will receive free phone numbers from us for testing. However, so that your agent remains reachable after the trial period, you still need to assign it a phone number.
{% endstep %}
{% endstepper %}

**Benefits at a glance**

Your sales team is relieved and can focus on already qualified inquiries instead of spending time on initial conversations and preliminary clarifications. The structured capture makes it visible when and about which topics prospects call and which inquiries are particularly promising. This makes it possible to plan sales times better and improve processes in a targeted way.


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