Sales teams

The agent for Sales Teams is suitable when incoming calls in sales should be pre-qualified and routed purposefully. 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 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 suitable employees or announces a callback. After each conversation, all information is available in a structured format, as a call log or by email. This means the sales team can get started right away 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

Create guides under Playbooks 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 time frame for implementation"
  • Closing action: Forward (to the sales hotline) or announce a callback (if you work asynchronously).

3

Store knowledge

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

4

Notifications & CRM integration

• Email summary: Enter under Configuration > Recipients the sales team's email address.
• MCP integration: Use MCP to pass qualified leads, including all collected answers, directly to your CRM or connected systems.
• Webhooks: Alternatively, use webhooks if no MCP integration is available.

5

Assign phone number

During the trial 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 conversations and preliminary clarification. Structured capture 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.