AI Sales Assistant for XFatora

What you can do with AI Sales Assistant

Outbound calling workflows

Run structured calling sessions—manual or campaign-based—so teams stay consistent.

Call logs and outcome tracking

Capture outcomes, notes, and next steps to keep the CRM up to date.

Transcripts or recordings (where enabled)

Store call context to improve coaching, handoffs, and follow-ups.

Follow‑up automation by lead status

Trigger reminders or tasks based on what happened on the call.

Knowledge‑based responses (where enabled)

Surface the right talking points and answers during conversations.

Campaign performance reporting

See what scripts and segments convert—then refine outreach.

What you can do

Compliance awareness — Feature availability may vary by region or configuration—confirm call recording rules before launch.

Key outcomes

Increase outreach volume without losing quality. AI Sales Assistant helps run calling workflows, capture outcomes, and trigger the next best follow‑up—so your pipeline never stalls.

How it works

Configure your assistant behavior, scripts, and calling settings.
Run calls manually or through configured campaigns.
Review outcomes and let the system update pipeline status and follow‑ups.

Reports & visibility

Campaign dashboards for outcomes and conversions
Call outcome history by rep, segment, or time period
Exportable outreach summaries for management reporting

Module visuals

AI Sales Assistant workflow reporting view

Works well with

CRM & Sales

Explore how CRM & Sales complements AI Sales Assistant.

Smart Mentions

Explore how Smart Mentions complements AI Sales Assistant.

Feedback & Surveys

Explore how Feedback & Surveys complements AI Sales Assistant.

FAQ

Can it run bulk outreach campaigns?

Yes, campaign-based calling is available when enabled in your configuration.

Can it automate follow‑ups?

Follow-ups can be triggered based on lead status and call outcomes, reducing manual chasing.

What analytics are available?

Track outreach volume, outcomes, conversions, and campaign performance over time.

Can I control the assistant’s behavior?

Yes. Configure scripts, pacing, and preferences to match your brand and compliance needs.

Start with AI Sales Assistant, add more anytime.

Start with AI Sales Assistant today and expand across modules as your teams grow.

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Ready to explore AI Sales Assistant?

Get a guided walkthrough tailored to your workflows.

Personalized demo session
Module-specific setup guidance
Transparent rollout support

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