Module

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.

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What this module helps you control

Inbound AI call handling

Outbound campaign calling

Assistant personality and call instructions

Contact-list CSV import and campaign launch

Qualification logic and filtering

Post-call lead source and status updates

AI Call logs, summaries, and transcripts

Knowledge-base-assisted responses

Test-call validation before rollout

Business outcomes teams expect

Create more consistent first-call handling for inbound and outbound conversations.

Scale outbound qualification campaigns without relying only on manual calling.

Improve qualification discipline with configured criteria and smart filtering.

Reduce ambiguity after calls with Summary and Transcripts visibility.

Control launch quality with schedule and Max Call Attempts settings.

Iterate faster using Assistant Instructions, Quick Start Templates, and test flows.

Hand off qualified prospects into CRM workflows with clearer context.

Standardize follow-up decisions through post-call source and status mapping.

Use approved Knowledge Bases to keep responses more consistent.

Monitor campaign quality through call outcomes, duration, and success trends.

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.

AI Call logs with searchable history

Call Details for each interaction

Summary and Transcripts visibility

Call duration and ended reason review

Inbound / Outbound classification

Lead linkage for follow-up context

Inbound Call Assistant

Configure inbound behavior to improve first-response consistency for customer and prospect calls.

Inbound Call Assistant Settings

Opening Greeting Message configuration

Assistant personality guidance

Consistent handling of inbound calls

First-response quality controls

Outbound AI Calling

Run structured outbound conversations with controlled messaging and repeatable qualification behavior.

Outbound Call Assistant Settings

Opening Introduction Message

Sales Assistant Instructions & Approach

Consistent outbound scripts and flow

Controlled prospecting behavior

AI Campaigns

Plan and monitor AI Campaigns with clear setup, status, and progress visibility.

AI Campaigns workspace

Campaign Setup with name and description

Status and progress monitoring

Total, completed, and failed calls

Campaign management visibility

Contact List Upload and CSV Readiness

Prepare cleaner campaign contact data using upload, preview, and template support.

Upload CSV File for contacts

CSV preview before launch

Contact-list CSV file readiness

Required columns validation discipline

Download CSV Template support

Launch Schedule and Calling Attempts

Control rollout timing and retry behavior before sending larger calling waves.

Launch now or schedule later

Launch date and launch time control

Max Call Attempts setting

Sequential call handling

Safer rollout control

Assistant Instructions and Prompt Templates

Define assistant behavior with reusable templates and role-specific prompt patterns.

Assistant Instructions management

Quick Start Templates

System Prompt Templates

Role examples: Customer Support Specialist, Lead Qualification Specialist, Appointment Scheduler, Info Collector, Care Coordinator, Feedback Gatherer

Reusable conversation patterns

Smart Qualification and Lead Filtering

Use configured criteria to improve lead quality before human follow-up.

Enable Smart Qualification

Qualification Criteria setup

AI analysis of call outcomes

Surface only configured qualified prospects

Cleaner lead filtering

Post-Call Processing

Standardize after-call routing with structured lead source and lead status mapping.

Post-Call Processing controls

Post-Call Lead Source mapping

Post-Call Lead Status mapping

Clearer handoff after conversations

Better attribution hygiene

Knowledge Bases for Better Answers

Use approved Knowledge Bases to support factual consistency during conversations.

Knowledge Bases linkage

Manage Knowledge Bases selection

Approved knowledge during calls

More consistent responses

Less freeform guesswork

Test Call and Web Assistant Testing

Validate behavior before launch using phone and browser test paths.

Test Call with enter phone test flow

Start test call before campaigns

Test Assistant (Web)

Start Conversation and End Conversation controls

Rollout safety before go-live

Campaign Statistics and Monitoring

Track campaign performance for operational review and iteration decisions.

Total campaigns

Active campaigns

Total calls made

Success rate

Average call duration

Campaign quality monitoring

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

Sales development teams scaling first-contact outreach

Inside sales teams running qualification call waves

Customer-response teams handling inbound calls

Revenue operations teams enforcing qualification standards

Founders and commercial leaders improving outreach consistency

Connected records across modules

CRM and Sales for qualified-lead handoff and follow-up context

Knowledge Base for answer consistency support

Data Exporter for campaign and call review extracts

Support workflows where inbound AI conversations route to service teams

Built-in Reports & Analytics

Campaign statistics (total campaigns, active campaigns, total calls made)

AI Call logs and Call Details

Summary and Transcripts review

Qualification outcomes and filtering review

Call status and ended reason breakdown

Success rate and average call duration trends

Test-call validation notes

Outbound campaign review packs

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.

Business Plan

Enterprise Plan

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Ready to evaluate AI Sales Assistant with your team?

We will map this module to your current process, owners, controls, and rollout timeline.

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User guide

How to use AI Sales Assistant

Setup checklist, key workflows, reports, and troubleshooting.

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Talk to our solution team

Tell us what you need and we will reply with a rollout plan and recommended modules.

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