Sales teams

The agent for sales teams is suitable when incoming sales calls need to be prequalified and routed in a targeted way. 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, a price inquiry, or a request for advice. It collects relevant information such as contact details, areas of interest, or preferred callback times. Depending on the outcome, it routes 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 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 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

Under Playbooks, create guides to filter leads (prequalification). 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 time frame for implementation"

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

3

Store knowledge

So that the agent not only asks questions but also persuades, 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 & CRM integration

• Email summary: Enter under Configuration > Recipients the email address of the sales team.

• 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 remains reachable after the trial period, you still need to 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 calls and preliminary clarifications. The structured collection makes it visible when and on 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.