Sales Teams

The agent for sales teams is suitable when incoming sales calls should be pre-qualified and routed in a targeted way. 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, price inquiry, or a request for consultation. It collects relevant information such as contact details, areas of interest, or preferred times for a follow-up. Depending on the outcome, it forwards qualified inquiries directly to the appropriate staff 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 immediately without any follow-up questions.

Briefly explained: How to set up the use case

1

Create agent & refine profile

Create an agent and describe in the company profile (configuration area) your products and your value proposition. The more precisely the agent knows what you sell, the better it can answer initial questions.

2

Create qualification playbooks

Under Playbooks, create guides 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 for company size and industry"

  • Task: "Ask about the timeframe for implementation"

  • Closing action: Transfer (to the sales hotline) or announce a callback (if you work asynchronously).

3

Store knowledge

For the agent to not only ask but also persuade, it needs information.

• Knowledge base: Upload product brochures or price lists as PDFs.

• Customer questions: Store answers to objections ("Why are you more expensive than provider X?") or detailed questions ("Is there an API?").

4

Notification and CRM integration

• Email summary: Enter the address of your ticket system under 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).

5

Assign phone number

During the test phase, you will receive free phone numbers from us for testing. However, so that your agent can still be reached after the trial period, you must assign it a phone number.

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 clarification. The structured capture makes it visible when and about what 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.