AI Sales Agent
Process leads, analyse RFQs, prepare quotation drafts, follow up with prospects and update the CRM.
AI agents that carry out real business tasks inside your existing workflows, with human approval where it matters.
Reads RFQs, invoices, purchase orders, emails and WhatsApp messages and extracts what matters.
Drafts quotations, prepares follow-ups, creates tickets and updates records — not just a chat window.
Approval gates, permissions and escalation paths designed into every critical step.
Agree exactly what the agent does, what it hands to people, and how success is measured.
Build the agent around your data and business rules, and test it on real past cases.
Connect it to your systems and set up approvals, permissions and escalation.
Go live with your team, monitor results and refine the workflow over time.
Your team spends time on judgement and customers, not copying data between systems.
Requests are prepared as soon as they arrive, not when someone gets to them.
The same rules applied every time, with every action recorded.
The agent or automation running inside your real workflow, not a demo environment.
Review steps and escalation rules configured to match your business.
Integrations with the ERP, CRM, email, WhatsApp or databases the workflow needs.
A record of what the agent did, when, and on what information.
Visibility into volumes, exceptions and approvals so you can see how it is performing.
Training for the people who work with the agent, plus documentation for your IT team.
We apply this practice across six recurring industry contexts. The pattern fits any of them — the scope and compliance bar are what flex.
Process leads, analyse RFQs, prepare quotation drafts, follow up with prospects and update the CRM.
Process invoices, identify outstanding payments, prepare collection follow-ups and generate reports.
Analyse requirements, compare vendors, process supplier information and prepare recommendations.
Analyse operational data, generate reports, monitor workflows and escalate exceptions.
Understand requests, search company knowledge, resolve routine queries and escalate complex ones.
Combine information across systems into management reports, summaries and exception alerts.
A chatbot answers questions. An AI agent carries out a workflow: when an RFQ arrives, it reads the document, retrieves pricing from your systems, drafts the quotation, waits for approval, sends it and updates your CRM.
Bring us a workflow you want AI to take on, or a website, app or system you need built. We'll scope it with you, tell you honestly what it involves, and propose the right way to deliver it.