Live demo · Assistant
AI Sales Agent
Qualifies inbound leads, recommends the right offer and books sales calls.
Try it: AI Sales Agent prototype
Add your business name and colour, click around, then reset whenever you like. It runs entirely in your browser with sample data.
What this demo shows
- Answers only from the knowledge you can edit
- Shows the source it used
- Hands over to a person when unsure
- Lead qualification (sales preset)
Added in the full build for your business
- An AI model with retrieval over your documents
- WhatsApp, website and Instagram channels
- CRM, order and booking integrations
- Guardrails, logging and human hand-off
Overview
What it does
Qualifies inbound leads, recommends the right offer and books sales calls.
Who needs it
Businesses with more enquiries than the sales team can respond to quickly.
Problems it solves
- Hot leads cool down while waiting
- Sales time wasted on poor-fit enquiries
- CRM records incomplete
Use cases
- Website visitors are asked a few questions and booked into the right salesperson's calendar.
- Instagram enquiries about prices get the right package recommended from your price list.
- Leads outside your service area are politely redirected so the team only talks to good fits.
Key features
- Captures and qualifies inbound leads
- Asks about budget, needs and timing
- Scores leads against agreed criteria
- Recommends products or services
- Drafts personalised follow-ups
- Updates CRM records and tasks
- Schedules calls and consultations
- Summarises calls and objections
Possible integrations
- WhatsApp Business Platform
- Website chat and Instagram DMs
- CRM and help desk
- Calendars and booking systems
- Order, inventory and payment systems
- Your documents and knowledge base
Business benefits
- Instant replies around the clock
- Your team handles fewer repetitive questions
- Every conversation logged, with hand-off to a person when needed
Before and after
An illustrative example of the change, not a specific client's result.
Before
Every enquiry waits for a salesperson to ask the same five questions.
After
Leads are qualified in minutes and only good fits are booked onto calendars.
Related client work
Real projects from our portfolio with similar features.
How we'd build yours
- Step 1
Free strategy call
We learn how your business works and what success looks like.
- Step 2
Scope & prototype
We agree the first version and show you a clickable prototype.
- Step 3
Build & integrate
We build it with your branding, data and the tools you already use.
- Step 4
Launch & train
We test on real devices, launch, and show your team how to use it.
- Step 5
Support & improve
Monthly improvements based on usage and results.
Questions
What does an AI Sales Agent do?
Qualifies inbound leads, recommends the right offer and books sales calls. Typical features include captures and qualifies inbound leads, asks about budget, needs and timing, scores leads against agreed criteria.
Who is it for?
Businesses with more enquiries than the sales team can respond to quickly.
Is the demo on this page the finished product?
No. It's a working prototype with sample data so you can try the assistant and customise it. The version we build for you uses your own data, branding, logins and integrations.
How long does it take to build?
It depends on the scope. We start with a short discovery, agree the first version (MVP), and give you a fixed timeline and quote before any build starts.
How much does it cost?
Our published monthly plans start at $99/month (Starter). One-off builds like this are quoted after a free strategy call, so you only pay for the features you need.
Is the AI safe to use with customers?
We limit the AI to your approved information, log every conversation or action, add human approval for anything sensitive, and set usage limits. Outputs that affect money, legal, HR or health decisions are reviewed by a qualified person.
Can it connect to the tools I already use?
Usually, yes. Common connections include WhatsApp, email, payments, your CRM. We confirm what's possible for your tools during discovery.
Related solutions
- AI Customer Support AgentAnswers customer questions from your approved information and hands complex cases to your team.
- AI Executive & Admin AssistantSummarises, drafts, organises and reminds, and asks before anything sensitive is sent.
- AI Workflow Automation AgentReads incoming requests, decides the permitted next step and runs it, with logs and approvals.
- Documentation WebsiteSearchable guides, API references and tutorials for your product.
Want this for your business?
Tell us what you need. You'll get a clear scope, timeline and quote, and a prototype built around your business.