Better preparation for customer relationships
A sales AI employee can gather supplied information, prepare drafts and flag open questions. Its value lies in organising material so people can focus their judgement on understanding customers, negotiating and deciding.
Configure its role with the proposals you prepare, current sources and points requiring consultation. Connect and authorise the appropriate email or sales application if needed.
Responsibilities to try
- Summarise meeting notes into requirements, questions and next steps.
- Prepare a proposal from approved rates and documents.
- Compare quotation versions and flag relevant changes.
- Organise a follow-up draft for team review.
A first task
‘Prepare a proposal for this customer from the meeting notes and attached rates. Include scope, options and open questions. Do not invent discounts or dates. Deliver the document and an email draft for review.’
Check names, amounts, terms and exclusions against sources. Commercial decisions and customer commitments remain with the responsible person. Configure sending approval for the team's workflow and check recipients before authorising communication.