The sales agent for enquiries that don’t get left behind
It takes enquiries, asks qualifying questions, enters everything in the CRM and reminds your team to follow up. Whether and what is offered is decided by your sales team.
The agent identifies itself as AI – transparent and traceable.
Sales agent
- Only contacts with a legal basis
- CRM stays leading
- Drafts instead of mass mailing
- No unsolicited advertising
Guideline values and concept – not results of real customers.
Sales agent: What the work looks like in the dashboard
Everything important at a glance: what the agent has handled, what needs your approval and what was handed to a person.
Automatic where it is safe – with a person where it matters
Every step is visible and traceable. In special cases or when unsure, a person decides.
- 1Enquiry arrivesForm, email, phone
- 2Capture the needCompany, topic, timeline
- 3Check criteriaYour qualification
- 4A person decidesContact and quoteA person decides
- 5CRM & follow-upEntry, task, draft
Concept illustration. We define the exact flow together with you in the analysis call.
See the dashboard and flow for your case?
In the demo we show both using your processes – no obligation, 30 minutes.
Qualification without form fatigue
Invented example.
- Follow-up questions in conversation instead of long forms
- CRM entry automatic
- Sales decides on the quote
What the agent may do – and what not
The agent handles itself
- Take and qualify enquiries
- Create CRM entries
- Set follow-up reminders
- Suggest slots for first calls
Submitted for approval
- Quotes and prices
- Follow-up emails to existing customers
- Discounts
Never does
- Conclude contracts
- Contact people without a legal basis
- Promise prices
Where the agent can connect
- CRM system
- Calendar
- Website forms
- Telephony
Which systems can be connected is clarified in the analysis call – it depends on the interfaces of your software.
Typical fields of use
Trades
Sort enquiries by trade and urgency.
Real estate
Pre-qualify prospects.
Manufacturing
Take technical first enquiries in a structured way.
Calculate with your own numbers
A thought model for handling enquiries.
You stay in control
AI agents only work within the rules you define together with us.
People decide
Important steps are submitted for approval. You decide what may run automatically.
Traceable
Every action is logged so you can always see what happened.
Privacy from the start
Built with GDPR in mind: data minimisation, processing agreements and deletion concepts are planned from the beginning.
AI disclosure
Agents identify themselves as AI towards customers, as the EU AI Act (Art. 50) envisages for interaction with AI systems.
Legal requirements depend on the individual case. We do not replace legal advice.
How the rollout works
Manageable, in stages, with clear decision points.
Analysis
Joint conversation, document the process, define goal and limits.
Pilot · 4–8 weeks
Limited deployment with real but non-critical cases.
Go-live
Step-by-step release, training, hand-off rules.
Optimisation
Evaluation, adjustment, controlled expansion.
Answers to the most common questions
May the agent approach prospects?
Only within legal limits. Unsolicited advertising by email or phone is restricted under German unfair-competition law (UWG). The agent answers incoming enquiries and supports existing contacts – cold outreach is not part of it.
Does the agent replace my sales team?
No. It takes over routine work. Relationships, negotiation and closing stay with your team.
Which CRMs does it work with?
That depends on your system’s interface. We clarify what is possible in the analysis call.
How is quality ensured?
We test with real enquiries in the pilot, evaluate together and adjust the questions.
What happens to the prospects’ data?
It is kept in the CRM according to your deletion periods. The agent stores nothing beyond that.
You might also be interested in
Email agent
Sorts incoming email and drafts replies for approval.
Learn more
Reporting agent
Creates regular reports from your data and explains anomalies.
Learn more
Real estate
Enquiries and viewings
Learn moreLet’s talk through your case in 30 minutes.
We show you what an AI agent or software solution can take on in your business – and what it cannot. No obligation, no sales pressure.
- Usually a reply within 1 business day
- No sales pressure
- A personal contact
Privacy on this website
This website uses no tracking or marketing cookies and loads no third-party content when a page opens. We only store your choice in this notice in your browser. More in the cookie information