Sales teams

The agent for Sales Teams is suitable when incoming sales calls should be pre-qualified and routed to the right place in a targeted way. It collects relevant lead information, prioritizes inquiries, and ensures that prospects do not wait and no sales opportunity is lost.

What exactly does the agent handle?

The agent answers calls and clarifies the reason, such as product interest, price inquiry, or request for consultation. It collects relevant information such as contact details, areas of interest, or desired callback times. Depending on the result, it forwards qualified inquiries directly to the appropriate employees or announces a callback. After each conversation, all information is available in a structured way, as a call log or by email. This allows the sales team to get started directly without 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 section) 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

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

• Playbook "New Prospect":

  • Condition: "Caller is interested in product XY"

  • Task: "Ask about company size & industry"

  • Task: "Ask about implementation timeframe"

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

3

Store knowledge

For the agent to not only ask but also convince, 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?").

4

Notifications & CRM integration

• Email summary: Enter under Configuration → Recipients enter the sales team's email address.

• MCP integration: Use MCP to transfer qualified leads, including all captured answers, directly to your CRM or connected systems.

• Webhooks: Alternatively, use webhooks if no MCP integration is available.

5

Assign phone number

To get started, you will receive a phone number for 7 days, through which your agent can be reached immediately. After that, port your existing phone number to sipgate or book a free phone number. The free phone number is not automatically available in your account; you book it actively under Phone numbers.

Benefits at a glance

Your sales team will be relieved and can focus on already qualified inquiries instead of spending time on initial calls and preliminary clarifications. Structured capture makes it visible when and on what topics prospects call and which inquiries are particularly promising. This makes it easier to plan sales time and improve processes in a targeted way.