> For the complete documentation index, see [llms.txt](https://help.sipgate.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sipgate.de/ai-agents/en/use-cases/sales-teams.md).

# Sales teams

The Agent for Sales Teams is suitable when incoming sales calls should be pre-qualified and routed selectively. 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 answers calls and clarifies the reason, such as product interest, a price inquiry, or a request for advice. It collects relevant information such as contact details, areas of interest, or the desired time for a follow-up. 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 any follow-up questions.

### **Briefly explained: How to set up the use case**

{% stepper %}
{% step %}
**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.
{% endstep %}

{% step %}
**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 about company size & industry"
  * Task: "Ask about the timeline for implementation"
  * Closing action: Forward (to the sales hotline) or announce a callback (if you work asynchronously).
    {% endstep %}

{% step %}
**Store knowledge**

So the agent not only asks, but also convinces, 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?").
  {% endstep %}

{% step %}
**E-mail notification & CRM integration**

* **E-mail summary:** Enter under *Configuration > Recipients* the email address of the sales team.
* **MCP integration:** Use MCP to pass qualified leads, including all recorded answers, directly to your CRM or connected systems.
* **Webhooks:** Alternatively, use webhooks if no MCP integration is available.
  {% 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 %}

**Advantages at a glance**

Your sales team is relieved and can focus on already qualified inquiries instead of spending time on initial calls 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 time better and improve processes in a targeted way.


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