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AI SALES OPERATING SYSTEM

More time for sales. One system for the whole workflow.

SalesAgentAI connects customer conversations, company knowledge, offers and sales tasks. The AI agent performs agreed activities while your team works in a shared workspace and decides what requires approval.

A COMPLETE SYSTEM BEHIND THE AGENT

See what your team gets

From the first enquiry to an offer and follow-up. Shared data and agreements connect the work of AI with your sales team.

Rollout scope

Enquiry handling

Email, website chat and forms in one workspace. AI responds, gathers requirements and helps select products using company knowledge.

Rollout scope

Customers and cases

Customer details, conversation history, requirements and agreements stay together across channels and changes of account owner.

Rollout scope

Offers and follow-up

Prepare offers, share them by link, see recorded opens and plan reminders and agreed follow-up workflows.

Rollout scope

Teamwork and reporting

Case owners, tasks, deadlines and priorities. Salespeople and managers see what needs attention within their permissions.

Rollout scope

Knowledge and agent settings

Manage products, company materials, service rules, instructions and agent communication styles in the workspace.

Rollout scope

AI control and improvements

Autonomy, approvals, human takeover and an Experience Center for submitting and reviewing improvements.

Extension · quoted separately

Phone

Once telephony is connected, transcripts, summaries and agreements from sales calls join the customer case and inform subsequent work.

Extension · quoted separately

AI Phone

At a later expansion stage, once telephony and a voice agent are connected, AI talks to customers using the knowledge and context made available to it, and records agreements in SalesAgentAI.

Functions are configured for agreed channels, data and scenarios. Phone, AI Phone, ERP/CRM integrations and other extensions are quoted separately. AI usage, telephony and third-party service costs are presented separately.

OMNICHANNEL

A different channel. The same customer context.

An illustrative workflow with telephony and the agreed communication channels connected.

  1. 01

    Enquiry

    A customer calls a salesperson and explains their needs.

  2. 02

    Transcript and summary

    The call transcript, summary and agreements join the customer and the relevant case.

  3. 03

    Offer and decision

    AI uses the call agreements to prepare a proposal; the salesperson approves actions that require permission.

  4. 04

    Follow-up

    The customer returns by email. AI and the team use the previous agreements.

Explore the SalesAgentAI workspace

Example data · actions stay in the demo

GETTING STARTED

Explore first. Test next. Then decide.

Free presentation → test with company data → a separate production rollout decision.

Product demo — free

Explore the system, discuss how your team works and identify a process worth testing.

Book a demo

02 · LAUNCH THE AGREED SCOPE

Production rollout

from

$7,500

excluding taxes · includes the paid test

We launch the agreed system scope for everyday use: channels, knowledge, rules, user accounts and team training.

  • Configuration of agreed functions, channels and scenarios.
  • Knowledge preparation and rules for AI and human collaboration.
  • User accounts, permissions and team training.
See the full rollout scope ↓

When continuing the same project, the paid test fee of $2,000 is credited once. At a total price of $7,500, the remaining balance is $5,500, excluding taxes.

Discuss your rollout

03 · USE THE SYSTEM AND TRAIN YOUR TEAM

Monthly subscription

from

$600

excluding taxes / month + AI usage

$120 per enabled, named employee account per month. The minimum of $600 covers up to 5 accounts.

  • System maintenance and support for the agreed functionality.
  • Updates to the features included in your package.
  • Training for new users and learning materials.
  • One shared online session each month, up to 60 minutes, covering updates and questions.
When does the subscription start?

At the agreed production launch; the test does not activate it automatically. Production AI usage is billed separately. Before launch, we provide an estimate based on the recommended AI model and expected volume.

Discuss your team’s needs

Before work starts, we confirm the mailboxes and enquiry sources, knowledge scope, operating scenarios and schedule. Proposals and the reporting agent use data available in SalesAgentAI. New integrations, custom reports, calculations and documents, and the modules below are quoted separately.

ROLLOUT SCOPE

What SalesAgentAI covers

Features are configured for your agreed channels, data and ways of working.

01AI enquiry handlingAI answers, gathers requirements and recommends products under agreed rules, including when a salesperson is unavailable.Read moreShow less
  • Replies grounded in company knowledge

    Answer questions about products, services and handling rules using the prepared materials.

  • Needs and missing information

    The agent asks for information needed to recommend a solution, prepare a reply or hand over the case.

  • Product and service selection support

    Use descriptions, applications and selection criteria from the agreed knowledge base.

  • Email, website chat and forms

    Handle enquiries from the agreed mailboxes and website sources in one place.

  • Message type recognition

    Distinguish sales enquiries, non-sales and private messages, spam, system messages and unclear cases.

  • Classification review and correction

    A salesperson can review the assigned message type and correct its classification.

  • Suggested replies for salespeople

    AI drafts that a salesperson can review, edit and use, alongside the option to handle correspondence manually.

  • Service hours and response time

    Settings define after-hours handling and what happens after an agreed period without a salesperson’s reply. Autonomy rules and required approvals still apply.

02Shared customer contextAI uses the history, details, agreements and stage of the right case, even when channels change.Read moreShow less
  • History and agreements across channels

    AI knows the conversation history, agreements and stage of the relevant case, even when the customer switches channels. It uses chat, email and salesperson notes, including recorded needs and the next action. With the telephony module enabled, call transcripts or summaries add to this context.

  • Customer 360

    Customer details, conversation history, linked cases, requirements, agreements and notes available to the authorised team.

  • Sender identification

    Match a message to a contact and company; ambiguous matches require confirmation.

  • Extracting data from messages

    Read agreed information, such as contact details, company and requirements, and help populate the customer and case records.

  • People, companies and contact details

    Person and company records, email addresses, phone numbers and the contact’s relationship with an organisation.

  • Case status and stage

    Review the current stage, outstanding information and actions within the sales process. The agent uses the recorded case state, which a salesperson can check and correct.

  • Internal notes in the case context

    Record agreements after a call, meeting or online conversation against the right customer and case, with author and time. The note adds context for the authorised team and agent.

  • Reviewing customer data

    Review and correct recognised information to help keep customer records up to date.

03Proposals and follow-upPrepare proposals, track recorded link opens and plan customer follow-up using agreed reminders.Read moreShow less
  • Proposal preparation

    Prepare a proposal using data available in the system and an agreed standard template, with salesperson review.

  • Proposal link and tracking

    Share a proposal by link and see recorded opens. Opening the link does not confirm that the proposal was read.

  • Reminders and follow-up

    Plan the next contact, prepare suggested messages and follow agreed customer follow-up scenarios.

  • Follow-up controls

    Rules account for customer replies, contact opt-outs and human takeover of the case.

04AI control and Experience CenterSet autonomy and approvals, take over conversations and review corrections in the Experience Center.Read moreShow less
  • AI Control Center in the panel

    Authorised users manage agent settings, service channels, assignment rules and the scope of action. The agreed configuration is available within the system.

  • Autonomy and approval settings

    In the panel, define when an agent only suggests a reply, when approval is required and which actions it may take independently in the agreed channels.

  • Human takeover

    A salesperson takes over a conversation and can hand it back to AI under the handling rules.

  • Escalation with context

    Cases that need a decision, missing knowledge or additional permissions are referred to the appropriate person.

  • Visible handling state

    See whether AI or a person is handling a conversation, or whether it needs a decision, escalation or contact identification.

  • Approval and action status

    Distinguish a suggestion, an approval and a completed action. Approving a reply does not mean it has been sent.

  • Roles and handling history

    Access to customers and cases according to permissions, with visibility into recorded AI and team actions.

  • Experience Center

    A place within the system to report incorrect replies, add examples and propose corrections to knowledge or handling rules. The change scope specifies whether it applies to the company, a salesperson’s style or a specific case.

  • Reviewing corrections

    Review proposed changes and trial replies before applying new rules to the agreed scenarios.

  • Change source and history

    A correction has a source, a defined scope and a designated approver. One reply does not automatically become a company-wide rule.

05Teamwork and reportingCase owners, tasks, deadlines and reports help your team identify which matters need attention.Read moreShow less
  • Ownership and responsibility

    Assign an owner and the people involved in a case so the team knows who is responsible for handling it.

  • Next action and due date

    Record what needs to happen next, who is responsible and when to return to the case.

  • Case and task overview

    A view of cases, decisions and actions that need attention helps the team plan its work.

  • An organised queue

    Filter conversations by channel and handling mode to find enquiries that need attention.

  • Messages, drafts and attachments

    Write new messages and replies in existing threads, return to saved drafts and handle attachments in the agreed channels.

  • A salesperson’s work overview

    Ask about your cases, overdue actions, pending replies and next steps.

  • A manager’s view

    Review case status and team priorities within the manager’s access permissions.

  • Reporting on SalesAgentAI data

    Use available customer and case data. New data sources and custom-built reports are quoted separately.

06Knowledge and settings in the panelManage company knowledge, products and instructions, with separate profiles for the company agent and salespeople.Read moreShow less
  • Managing the knowledge base in the panel

    Add and update agreed company and service materials, terms of cooperation, handling rules and answers to common questions.

  • Product catalogue

    Products, categories, specifications and descriptions available in the panel for the agent to use in replies and recommendations. Live prices or stock levels from another system require the appropriate integration.

  • Product knowledge

    Use cases, differences between products, limitations, selection rules and supporting materials. The agent has context for a conversation beyond a name and a list of specifications.

  • Company agent and salesperson’s agent

    The company agent handles shared channels and qualifies enquiries. A salesperson’s individual profile has separate instructions, style and settings for their cases. Both use shared knowledge and operate within company rules and permissions.

  • Agent instructions and behaviour

    Edit the role, communication tone, qualification questions, permitted actions and situations requiring a person in the panel. Settings reflect the company or salesperson profile.

  • Company knowledge and salesperson style

    Shared company facts and rules alongside the salesperson’s communication style. Customer agreements remain attached to the customer and case. Style does not override facts, permissions or commitments.

PAID ADD-ON MODULES

Extensions — quoted separately

Add capabilities as you need them. Each module has a separately agreed scope, price and launch schedule.

Phone

Call transcripts and summaries, with agreed actions and the next step attached to the customer and case.

AI phone

AI-handled calls, needs capture and handoff of cases that require a salesperson’s decision.

Margin protection

Checks against discount rules and limits, with approval routing for terms that require consent.

ERP, CRM and business system integrations

Connections to the data and processes you need, such as product availability, pricing or CRM updates.

Related enquiry detection

Identifying enquiries about the same project or case, including those received from different intermediaries.

Custom workflows and modules

Capabilities tailored to your business processes that go beyond the standard rollout scope.

Availability and launch dates are confirmed for the selected scope. AI usage, telephony and third-party service costs are presented separately.

FAQ

Before you decide

Costs, test scope, data and operating rules. Find answers to the main questions about working together.

Another question? Get in touch →
01Costs & subscriptionCheck test and rollout pricing, subscription coverage, paid accounts and how AI usage costs are estimated.Show questionsHide questions
How much does SalesAgentAI cost?

The internal test costs $2,000, including AI usage within the agreed scope. Production rollout starts at $7,500 in total, including the paid test. After launch, the subscription is $120 per paid account, with a minimum of $600 per month, plus AI usage. Integrations and extensions are quoted according to scope. Prices exclude applicable taxes.

Is the test fee credited towards the rollout?

Yes. When continuing the same project, we credit the paid test fee of $2,000 once towards the total rollout price. At a total price of $7,500, the remaining balance is $5,500.

What does the subscription include?

System maintenance, support for the agreed functionality, updates and training for new users. The training programme includes learning materials and one shared online session each month, lasting up to 60 minutes, covering getting started, updates and questions. New integrations, modules, additional processes and bespoke work are quoted separately. The subscription begins at the agreed production launch.

Which accounts are charged?

Each enabled, named employee account with access to the system, including owners and managers. The price is $120 per account per month, with a minimum of $600 covering up to 5 accounts. Six accounts cost $720. Not logging in does not remove the charge. AI agents, your customers, widgets, forms and technical integration accounts are not paid users.

How do you estimate AI usage costs?

During the test, we assess the selected AI model’s answer quality and the cost of typical operations. We then recommend an AI model for rollout and explain the choice. You provide the expected daily volume and operating days per month. We use these assumptions to estimate a cost range for the recommended AI model. An internal test does not measure actual customer traffic. After launch, we compare the forecast with actual usage, billed separately from the subscription.

02Test & rolloutSee what the test includes, which materials you need and how to decide on rollout.Show questionsHide questions
What is included in the test?

An environment prepared for your team using an agreed sample of materials and messages, specific scenarios to evaluate and an agreed round of adjustments. You receive an assessment of the selected AI model’s answer quality on the tested examples: what it answers correctly, any errors, gaps in knowledge and cases that need a salesperson. We recommend an AI model and explain the choice based on answer quality and usage cost. For that model, we prepare an indicative cost estimate using test operations and your expected workload. Continuing is optional. The test is internal, without serving end customers. We confirm the scope of reminders and follow-ups before starting.

What materials do you need?

We usually start with 20–30 products across several categories and 10–20 past email threads, including product descriptions or specifications and enquiry-handling rules. We adapt the sample to your process. If you do not have a product catalogue, we agree a suitable set of materials about your offering.

Do I have to add the data myself?

We can prepare the materials together and add the agreed sample for you. If you prefer to add it yourself, we agree the available method before starting. You do not need to organise your company’s entire knowledge base to begin.

How long does the test take?

You have 7–14 calendar days to evaluate the prepared environment. Preparation time depends on the scope and quality of the materials. We agree specific dates before starting.

How can I end the cooperation at each stage?

After the free presentation, you decide whether to order a test. The test ends with a summary of results and limitations, and you can stop there. Production rollout and the subscription do not start automatically.

Once you have paid for the rollout, you retain the licence for the agreed scope of the system even if you stop using our maintenance service. You can move it to your own environment or a provider of your choice and maintain it yourself or with another company.

We can also agree to run the system on your infrastructure (self-hosted / on-premise) with continued maintenance by SalesAgentAI. Technical requirements, service scope and costs are agreed separately.

We provide your data, the agreed system handover package and assistance required by law. Additional adaptation and setup in the new environment may be charged separately where they fall outside our legal and contractual obligations; we agree the scope and price before starting. The contract sets out the terms for stopping work, termination and settlement.

When might SalesAgentAI not be a good fit?

When enquiry volumes and workload are too low to justify a rollout, or the process relies on functionality or data we cannot provide within the agreed scope. The initial discussion and test help assess fit before a larger commitment.

03How the system worksExplore shared customer history, agent roles, panel settings and how ERP or CRM fits your setup.Show questionsHide questions
Do I need an ERP or CRM?

It depends on the process. We can start with agreed company knowledge and enquiry handling. If a scenario requires current stock levels, prices or writing data to another system, we include the necessary integration in the rollout plan and quote it separately.

Does the agent keep context when a customer changes channels?

Yes. Once the customer is identified and the interaction is linked to the right case, the agent uses previous conversations, needs, agreements, stage and next action. Chat, email and salesperson notes contribute to a shared history. Ambiguous matches require confirmation. Automatically adding call transcripts or summaries requires the telephony module; manual call notes are included in the standard scope.

How does the company agent differ from a salesperson’s agent?

The company agent handles shared channels, gathers needs and qualifies enquiries under company rules. A salesperson’s agent supports one person with assigned cases and can have an individual style, instructions and settings. Both use shared knowledge and retain customer agreements when a case is handed over. A personal profile does not override product facts, pricing rules or permissions.

Can I manage knowledge, products and agents in the panel?

Yes, within the enabled functionality and your permissions. The panel covers company knowledge, products, descriptions and use cases, as well as agent settings, autonomy, approvals and operating hours. In the Experience Center, you submit examples and corrections for review before they are applied. We agree the scope of self-service configuration during rollout. Live ERP stock levels or prices require the appropriate integration.

04AI control & dataUnderstand sending rules, handling of knowledge gaps, reply corrections and permissions for customer data.Show questionsHide questions
Does the agent send messages on its own?

During the test, we evaluate messages internally using examples and test addresses. Before production, we agree which actions the agent can take independently, which require approval and when a person takes over. The level of autonomy depends on the agreed scope, channels and scenario results.

What happens when the system does not know the answer?

We define what information it should collect and when a salesperson needs to decide. We include difficult cases in the test to evaluate how knowledge gaps are flagged and how a person continues handling the enquiry.

How are incorrect answers corrected?

In the Experience Center, we record the example, identify the cause and determine the necessary changes to knowledge or handling rules. After an adjustment, we recheck that case and similar questions. The correction process and our support scope are agreed as part of the test or rollout.

What happens to my company’s data during and after the cooperation?

Your company’s data and materials are used to deliver the agreed service. Before working with real data, we agree its scope, team access, required connections and the AI services used. A data processing agreement sets out how personal data is processed. The documents for your rollout specify how and when data is returned or deleted after the cooperation ends, including the handling of backups.

Let’s start with your process.

We’ll discuss your enquiries, team and data, then choose an initial scope to evaluate together.

Book a demo
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