AI Sales Assistant
Run AI-assisted inbound and outbound calling, launch qualification campaigns, and capture cleaner call outcomes with summaries and transcripts.
AI Sales Assistant is the calling and qualification layer for first-contact conversations. It helps teams run inbound and outbound call workflows with reusable assistant instructions, contact-list upload, launch controls, post-call processing, and clearer lead handoff into CRM follow-up.
What this module helps you control
Business outcomes teams expect
What teams use most in this module
Practical capabilities that make day-to-day execution faster, cleaner, and easier to govern.
AI Call Logs and Conversation Visibility
Use AI Call logs to review each conversation with operational detail and connect outcomes to follow-up actions.
Inbound Call Assistant
Configure inbound behavior to improve first-response consistency for customer and prospect calls.
Outbound AI Calling
Run structured outbound conversations with controlled messaging and repeatable qualification behavior.
AI Campaigns
Plan and monitor AI Campaigns with clear setup, status, and progress visibility.
Contact List Upload and CSV Readiness
Prepare cleaner campaign contact data using upload, preview, and template support.
Launch Schedule and Calling Attempts
Control rollout timing and retry behavior before sending larger calling waves.
Assistant Instructions and Prompt Templates
Define assistant behavior with reusable templates and role-specific prompt patterns.
Smart Qualification and Lead Filtering
Use configured criteria to improve lead quality before human follow-up.
Post-Call Processing
Standardize after-call routing with structured lead source and lead status mapping.
Knowledge Bases for Better Answers
Use approved Knowledge Bases to support factual consistency during conversations.
Test Call and Web Assistant Testing
Validate behavior before launch using phone and browser test paths.
Campaign Statistics and Monitoring
Track campaign performance for operational review and iteration decisions.
Start with this workflow
Follow these structured steps to launch one controlled process first, then expand.
Configure inbound assistant
Define Opening Greeting Message
Set assistant personality and company context
Run Test Call or Test Assistant (Web)
Refine wording and instructions
Publish for inbound handling
Build and launch an outbound campaign
Create campaign in AI Campaigns
Upload contact CSV file
Set Max Call Attempts
Choose launch now or schedule later
Configure Sales Assistant Instructions & Approach
Launch and monitor progress
Use smart qualification
Enable Smart Qualification
Define Qualification Criteria
Run inbound or outbound calls
Review qualified outcomes
Pass qualified leads into next follow-up flow
Review call outcomes
Open AI Call logs
Inspect Summary and Transcripts
Review ended reason and duration
Confirm lead quality or call quality
Refine prompts or campaign settings
Test before go-live
Use Test Call to a phone
Use Test Assistant (Web)
Review conversation quality
Update prompts and greetings
Approve for launch
Improve answers with knowledge bases
Choose Knowledge Bases
Connect them to the assistant
Test factual response quality
Monitor summaries for answer quality
Update knowledge and prompt rules
Where teams apply this module
Connected records across modules
Built-in Reports & Analytics
FAQ
Can AI Sales Assistant handle both inbound and outbound calls?
Yes. The module supports inbound and outbound AI-assisted calling with separate settings and conversation guidance.
Can we upload contact lists for campaigns?
Yes. Campaign setup supports Upload CSV File, preview, and template-based preparation.
Can campaigns be scheduled for later?
Yes. Teams can launch now or schedule later using launch date/time controls.
Can we define our own assistant instructions and tone?
Yes. Assistant Instructions, Quick Start Templates, and System Prompt Templates are designed for this control.
Can AI help qualify leads automatically?
Yes. Enable Smart Qualification and configure Qualification Criteria to surface qualified outcomes according to your rules.
Can we review call summaries and transcripts?
Yes. AI Call logs include Summary and Transcripts for post-call review and coaching.
Can we test before launch?
Yes. Use Test Call and Test Assistant (Web) before activating larger campaign waves.
How is this different from CRM and Sales?
AI Sales Assistant controls calling and first-contact qualification workflows, while CRM and Sales remains the broader customer and commercial system of record.
How is this different from a phone system?
This module focuses on AI-assisted call workflow, qualification logic, and post-call operational outcomes rather than positioning itself as a full telephony replacement.
Who should own prompts, qualification, and post-call settings?
AI Sales Admin and Campaign Manager typically own configuration, with RevOps and leadership reviewers validating quality and governance.
Plans that include this module
Confirm commercial fit before rollout planning.
Ready to evaluate AI Sales Assistant with your team?
We will map this module to your current process, owners, controls, and rollout timeline.
User guide
How to use AI Sales Assistant
Setup checklist, key workflows, reports, and troubleshooting.
تواصل مع فريق المبيعات
شارك متطلباتك وسيتواصل معك فريقنا خلال وقت قصير.
الحقول المعلَّمة بعلامة * مطلوبة.