# Sales teams

The agent for sales teams is suitable when incoming sales calls need to 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 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 pricing inquiry, or a request for consultation. It collects relevant information such as contact details, key areas of interest, or the desired time for a follow-up. Depending on the outcome, it forwards qualified inquiries directly to suitable 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 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 playbooks for qualification**

Create guides under Playbooks to filter leads (pre-qualification). Define which 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 and industry"
  * Task: "Ask about the timeframe for implementation"
  * Closing action: Transfer (to the sales hotline) or announce a callback (if you work asynchronously).
    {% endstep %}

{% step %}
**Store knowledge**

For the agent not only to ask questions but also to 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?").
  {% endstep %}

{% step %}
**Notification & CRM integration**

* **Email summary:** Enter the address of your ticketing 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).
  {% 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 %}

**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 capture makes it visible when and about which topics prospects call, and which inquiries are particularly promising. This makes it easier to plan sales time and improve processes in a targeted way.


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