SERVICE 01
Sales & customer follow-up
Turn an initial conversation into an organised enquiry your sales team can follow up.
Who is it for? For sales teams that want to organise incoming enquiries and follow up with prospective customers more consistently.
THE WORK TO ADDRESS
Where does the time go?
Customer enquiries arrive with different levels of detail. Your team repeats the same questions and has to decide what needs attention next.
Why start with this task?
Spend less time asking the same opening questions and give sales a clear next step.
What can the system do?
- 01
Explain services using the information your company approves.
- 02
Understand the need and ask for essential information that is missing.
- 03
Prepare an enquiry summary and a suggested next step.
- 04
Prioritise enquiries using agreed rules and, when connected, record them in the agreed destination.
THE CHANGE IN THE WORKFLOW
A colleague reads the conversation, asks the same initial questions and assembles a follow-up note by hand.
The sales representative receives a structured enquiry with missing information and the next step clearly identified.
Permissions and review
- You define the questions, priorities and permitted next steps.
- Incomplete enquiries remain marked as incomplete; a priority score is not a probability of purchase.
- Recording is complete only when the destination confirms it. Booking and outgoing messages need their own agreed connection.
What do we need to get started?
- Approved descriptions of your services and examples of suitable enquiries.
- Essential sales questions, priority rules and the person responsible for follow-up.
- An agreed recording destination and authorised access if a connection is included.
THE DEMO ON THIS SITE
What can you try?
Limited live model scenarios tested with fictional data.
Try a fictional enquiry, supply missing details and review the structured result. The demo exports local JSON and CSV files; it does not record a lead in your CRM, send a message or book a meeting.
LOOK A LITTLE CLOSERHow does it work technically?+
- Input
- A browser conversation is submitted with the permitted enquiry fields.
- The role of AI
- The model interprets the message and extracts the details needed for qualification.
- Rules & checks
- The server validates required fields and applies deterministic priority and routing rules.
- Output
- A structured result is shown for review and can be downloaded locally.
- Demo boundary
- The demo has no customer-system write, email sending or booking connection.