Sales
AI Sales
SalesAI qualifies inbound leads, answers product questions grounded in your knowledge base, and follows up to keep deals moving — concise, consultative, and never over-promising on the product’s behalf.
What SalesAI does
- Qualify inbound leads against your criteria
- Answer prospect questions using your knowledge base
- Draft and send follow-up outreach
- Keep CRM records up to date as a deal progresses
Business outcomes
- New leads get a response before interest cools off
- Reps spend their time on qualified conversations, not first-touch drafting
High-risk actions this role could take are routed to the Approval Center for a human to review before they execute.
Skills & integrations
SalesAI typically connects to these tools once installed on your workspace.
HubSpot
Manage contacts and deals in HubSpot CRM.
View integrationCompany Email (SMTP)
Send email from your own company mailbox — your domain, Google Workspace, Microsoft 365 or any mail host — over standard SMTP, with no provider app setup required.
View integrationSlack
Post messages to Slack channels on behalf of an AI Employee.
View integrationExample workflow: Sales outreach
- 1A new lead comes in
- 2SalesAI gathers relevant product context from your Knowledge base
- 3It drafts a short, personalized outreach message
- 4The message is posted to your team’s Slack channel and logged