> 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 specifically. It collects relevant lead information, prioritizes inquiries, and ensures that prospects do not have to wait and that no sales opportunity is lost.

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

The agent answers calls and clarifies the reason, such as product interest, pricing inquiry, or request for consultation. It gathers relevant information such as contact details, areas of interest, or preferred 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 form, as a call log or by email. This allows the sales team to get started immediately without 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 area) 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 for company size & industry"
  * Task: "Ask for timeframe for implementation"
  * Closing action: Forward (to the sales hotline) or announce 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 %}
**Notifications & CRM integration**

* **Email 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:** Use webhooks as an alternative 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 can still be reached after the trial period, you must assign it a phone number.
{% endstep %}
{% endstepper %}

**Benefits at a glance**

Your sales team will be relieved and can focus on already qualified inquiries instead of spending time on initial conversations and preliminary clarifications. Through the structured collection, it becomes visible when and about what topics prospects call and which inquiries are particularly promising. This allows sales times to be planned better and processes to be improved in a targeted manner.


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