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Solution · Revenue operations

AI Sales Agents

Respond to inbound enquiries, qualify against your rules, update the CRM and keep follow-up moving — automatically where appropriate, with your team taking over when it matters.

A live trial can start once the integration path is confirmed; permanent implementation timelines depend on scope and integrations.Negotiation stays with your team
Who it's for
  • Inbound enquiry volume a small team cannot answer quickly
  • A CRM already in daily use
  • Qualification criteria a person could write down
  • 10–500 employees

The problem

Slow response quietly costs sales opportunities.

01

Response time is uneven

Enquiries arriving in the evening, at weekends or during a busy week wait until someone is free.

02

Qualification is manual

Salespeople spend their best hours deciding which enquiries are worth a conversation.

03

Follow-up depends on memory

The easy leads get chased. The rest quietly go cold in an inbox.

Starting scope

What a first project actually looks like.

What the live trial covers
  • The agreed enquiry workflow, on the channels it actually uses
  • Qualification against your written criteria
  • CRM record creation and conversation summary
  • Meeting booking against your calendar
  • A defined handover point to a salesperson
  • Test scenarios agreed before build
What the trial should show
  • Agreed test enquiries are qualified the way your team would qualify them
  • CRM records are created with the agreed fields populated
  • Enquiries outside the agreed rules are escalated rather than answered
  • Replies are reviewed and approved before automatic sending is enabled
When this is not the right fit
  • Enquiry volume is low enough that a person answers everything quickly already
  • Qualification depends on judgement nobody can put into rules
  • The CRM is not actually used, so there is nothing reliable to write to
  • Every enquiry needs a bespoke commercial answer from a senior person
€0 upfrontRun it in your business for 3 days before you pay. If you keep it, a Live AI Workflow starts from €1,500 for one workflow.Start a free live trial

Full working functionality for the agreed workflow — not an artificially limited demo. The workflow itself is agreed with you before the trial starts.

What the system does

It works the enquiry. It doesn't just reply to it.

The agent is given your qualification criteria, your product knowledge and permission to use specific systems. Inside those limits it completes the task.

Responds to inbound enquiriesWebsite, email, messaging and forms, within the channels the workflow covers.
Asks the qualifying questionsBudget, timeline, volume, use case — whatever your criteria actually are.
Answers product questionsDrawn from your approved materials, with the workflow set to escalate rather than answer when the material does not cover the question.
Creates and updates the CRM recordContact, company, source, stage and a written summary of the conversation.
Books meetings against real availabilityFrom the calendar of the right salesperson, using the rules you set.
Keeps follow-up movingOn a defined schedule, until the lead responds, disqualifies or a person takes over.
Hands over with a briefThe salesperson opens a conversation already understood.

Before and after

What changes for an inbound enquiry.

01todayAn enquiry arrives at 19:40 and is answered the next working morning.with the systemThe enquiry gets a substantive reply within the hours the workflow covers.
02todayA salesperson reads the message and decides whether it is worth a call.with the systemThe enquiry is qualified against written criteria before anyone opens it.
03todayThe CRM record is created later, or not at all.with the systemThe record, source and conversation summary are written as the conversation happens.
04todayFollow-up depends on who remembers.with the systemFollow-up runs on a defined schedule until there is an answer either way.

Example workflow

From enquiry to booked meeting.

01Enquiry arrivesWebsite form, inbox, messaging or a portal feed.RECEIVED
02Intent and context understoodWhat they want, how urgent it is, and whether they already exist in the CRM.DONE
03Company information enrichedSize, sector and existing relationship, from approved sources.DONE
04Qualified against your criteriaNot a generic score — the rules your sales team already applies.DONE
05Personalised reply sentAnswers the actual question and proposes available calendar slots.DONE
06Meeting booked, CRM updatedInvite issued, record written, owner assigned and briefed.DONE
07Large or unusual deal detectedAbove your value threshold, or outside normal terms — the workflow stops and hands to a person.NEEDS APPROVAL
08Follow-up scheduledSequenced reminders until there is an answer either way.DONE

Illustrative workflow · configuration varies by project

Integrations

It runs inside your stack.

Your CRM stays the source of truth. The agent reads from it and writes to it through approved, permissioned access — the same way a new employee would be onboarded, with less access rather than more.

CRMEmailCalendarWebsite formsMessagingProduct dataInternal APIs

Integration feasibility is confirmed during scoping.

Human control

The agent knows where to stop.

Routine qualification can run automatically. Commercially sensitive decisions stay with your team, defined by rule before launch.

Discounting and termsalways human
Deals above your thresholdescalated before reply
Existing customer complaintsrouted, not answered
Low confidence or missing dataheld for review

Example implementations

Where this fits.

B2B services

High enquiry volume, small sales team

The agent handles intake and qualification so the team spends its time on fitting prospects.

Real estate

Leads from several portals at once

A fast first response on each connected channel, requirements collected, viewing proposed.

Automotive

Enquiries outside showroom hours

Routine questions answered and appointments proposed while the showroom is closed.

Tell us the workflow, we build and connect it, you run it live for 3 days, then keep it or switch it off. Larger systems start from €7,500.See pricing

Questions

What sales directors ask first.

The agent writes from your material, your tone and your approved answers. During the live trial, replies can be reviewed before they are sent, and corrections go back into the system. It moves to fully automatic handling only when you are satisfied with what it produces.

When confidence is low or required information is unavailable, the workflow can stop and escalate to a human rather than produce an answer. Those thresholds are set with you before launch.

No. It takes on intake, qualification, data entry and follow-up. Negotiation, relationships and judgement stay with your team, which then spends more of its time on prospects that fit.

Common, and it is part of what the technical review looks at. Where data is unreliable we either narrow what the agent depends on or fix the specific fields the workflow needs. A full CRM cleanup project is not a prerequisite.

Try this in your real business for 3 days.

Run the agent on real inbound enquiries for 3 days before committing to a permanent implementation. €0 upfront.