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AI Agent

An AI sales agent that qualifies new leads — and can support booking

Response goals can be configured for supported connected channels. The agent can qualify leads, offer calendar slots when calendar access is connected, and hand a warm brief to your reps.

Configured response goal Qualifies & books Human handoff

Configured target: response and availability goals apply once your channels and calendar are connected; this is not a service-level guarantee.

Exact channel coverage depends on the tools and accounts you already use.

Illustrative example — Facebook lead
Hi — do you install EV chargers at home?Lead · 9:14 am
We do. So I can point you to the right option: is this for a house you own, and roughly when are you hoping to have it installed?AI agent · 9:14 am
Own it. Ideally this month if possible.
Perfect. Do you already have a charger model in mind, or would you like me to book a quick call so the team can recommend one and confirm a date?AI agent · 9:15 am
A call sounds good.
Great — I have Thursday 2:00 pm or Friday 10:30 am open. Which works better?AI agent · 9:15 am
Thursday 2pm.
Booked for Thursday 2:00 pm — you’ll get a confirmation and a reminder. I’ve passed your details to Hassan, who’ll call you. 👍AI agent · 9:16 am
The problem it solves

The lead was ready. The reply came tomorrow.

Most businesses do not lose deals because the offer is wrong. They lose them because the first reply is slow, the qualification is inconsistent, or the follow-up only happens when someone remembers.

  • Leads arrive at night and on weekends, when nobody is watching the inbox.
  • The first person to reply usually wins — and a form that sits until morning loses.
  • Reps ask different questions every time, so “qualified” means something different to everyone.
  • Good leads sit unread while the team works through low-fit enquiries first.
  • Every minute spent on admin and booking is a minute not spent closing.

Illustrative example — the gap

  • Fri 8:47 pm Lead submits a form asking about pricing and availability.
  • Fri 8:47 pm Auto-reply says “we’ll be in touch.”
  • Sat Nobody looks at the inbox.
  • Mon 10:20 am A rep finally replies — over a weekend later.
  • Mon 10:21 am The lead has already booked with a competitor who answered first.
What the agent does

From first reply to a booked, briefed appointment

Capabilities are configured to your business and grounded in the knowledge base you approve.

Configured first response

Can be configured to respond on supported connected channels; channel availability depends on the tools and accounts you connect.

Configured target: response and availability goals apply once your channels and calendar are connected; this is not a service-level guarantee.

Exact channel coverage depends on the tools and accounts you already use.

Natural qualification

Asks your qualification questions conversationally and adaptively, not as a rigid form.

Lead scoring & routing

Scores fit, urgency and budget, tags the lead, and routes the best ones to the right person first.

Calendar booking

Offers real open slots and books straight into your live calendar, with confirmation and reminders.

CRM record + summary

Creates the contact with source and a short conversation summary, so your rep is briefed before they dial.

Approved-material responses

Can be configured to use approved offer details; questions outside them can be routed to your team for confirmation.

Human escalation

Recognises when to step back and hands the conversation to a person with full context.

Multilingual

Can greet and qualify in the languages your customers actually use, then hand off to a fluent human.

Follow-up on quiet leads

If a lead goes quiet mid-conversation, the follow-up agent can pick it up so it does not go cold.

Where it sits

How it fits the full system

The AI Sales Agent owns steps 3 to 7 of the journey — response, qualification, CRM, follow-up and booking — then hands off for the sale.

1

Traffic

Ads, search and social.

2

Capture

Forms, calls and messages.

3

AI Response

Configured response goal for supported connected channels.

Exact channel coverage depends on the tools and accounts you already use.

Configured target: response and availability goals apply once your channels and calendar are connected; this is not a service-level guarantee.

4

Qualification

Scores fit and urgency.

5

CRM

Record, source, summary.

6

Follow-Up

Sequences until reply.

7

Appointment

Booked and reminded.

8

Sales

Your rep closes.

9

Analytics

What produced revenue.

Human in control

What stays human

The agent is built to remove busywork, not judgement. These parts stay with your team.

  • Pricing, discounts and anything that commits you commercially.
  • Custom quotes and non-standard terms.
  • Sensitive, high-value or emotional conversations.
  • Any escalation a customer asks for — routed to a person.
  • The knowledge base itself: what the agent is allowed to say.

Configure the agent to route questions outside the approved knowledge base to your team for confirmation.

Illustrative example — a clean handoff

  • 14:02 Agent qualifying a new inbound lead.
  • 14:03 Lead asks for a bespoke discount.
  • 14:03 Agent does not quote — flags for a human.
  • 14:04 Your rep is notified with the full transcript.
  • 14:09 Rep replies; the agent resumes booking.
Integrations

Plugs into the tools you already use

The AI Sales Agent is built around your existing stack rather than replacing it. Common connections include GoHighLevel, HubSpot, Pipedrive and other CRMs; Calendly and Google Calendar for booking; Twilio for SMS; WhatsApp, Instagram and Facebook Lead Ads for messaging and capture; and OpenAI or Anthropic for the language layer — by native integration where one exists, and via API or webhook where it does not.

If your tool is not on that list, we will tell you honestly before you commit. Where a direct connection is missing, an automation layer such as n8n, Zapier or Make is often the bridge that keeps everything in sync.

GoHighLevel HubSpot Pipedrive Calendly Google Calendar Twilio WhatsApp Instagram Facebook Lead Ads n8n / Zapier / Make OpenAI / Anthropic
FAQ

AI sales agent questions

How long does it take to set up an AI sales agent?
It depends on scope. A focused setup is usually a staged rollout rather than a long project: audit, blueprint, build, approve, launch. We confirm realistic dates after the audit — no fixed promises.
Which channels can the AI sales agent cover?
Website chat, SMS, WhatsApp, Instagram DMs, Facebook Messenger and email are common, with voice handoff where it fits. Exact channel coverage depends on the tools and accounts you already use.
Does the AI sales agent replace my sales team?
No. A response goal can be configured for supported connected channels, alongside routine qualification and booking. It can hand a warm brief to your reps; humans still close, negotiate and make the final call.
What information does the agent need from us?
Your approved knowledge base — services, FAQs, policies and qualification questions — plus access to your calendar and CRM. Configure the agent to use this material; questions outside it can be routed to your team for confirmation.
What stays under human control?
Pricing, discounts, custom quotes, sensitive or high-value deals, and any escalation a customer asks for. Configure the agent to route questions outside approved material to your team for confirmation.
Who owns the data, and can we cancel?
Your CRM and records stay yours. You can stop or change the system, and we will make the handover clear. Questions? Email [email protected].
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