Follow-up with context
Prepare replies based on what the customer asked and what your business offers.
Automated Sales Agent
Less chasing.
More conversations.
Keep incoming enquiries moving with useful follow-up, the right questions, and a clear handoff to the person who closes the sale.
Start your free assessment
What it handles
An extra pair of hands.
Your way of doing business.
Details before the sales call
Gather the information your team needs to decide how to help.
You control the message
Review outgoing drafts before sending, with clear ownership of the next step.
The role
Give every interested enquiry a clear next step.
An enquiry is the beginning of a sale, not the end of the work. Someone asks a question, shares a few details and waits for a useful reply. The Automated Sales Agent helps your team understand that interest and prepare the follow-up that moves the conversation forward.
Its specialty is sales preparation and follow-through: summarising the enquiry, identifying missing information, assessing fit against your services and drafting a relevant response. Your team reviews the message and stays responsible for the relationship, the offer and the close.
Particular specialties
What it helps you handle
Understand what the customer is asking for
Bring together the original enquiry, saved sales notes and customer replies added to the conversation. Get a concise summary so the next person does not have to reconstruct the conversation before responding.
Identify fit and unanswered questions
Compare the stated need with the services you offer. The agent can identify an enquiry as qualified, needing more information or not a fit, with a reason and the missing details. A qualification is a useful assessment of the available information, not a promise that someone will buy.
Draft the next follow-up
Prepare an email that addresses the customer’s request and proposes a clear next step. You can review the recipient, edit the subject and message, and approve it before sending through your connected email account.
Keep follow-up organised
Track the sales stage, notes, conversation history and next follow-up date. Keep track of which enquiries need attention and which have reached a booking or closed stage. Saved do-not-contact preferences prevent further sales follow-up through that workflow.
Everyday examples
From an enquiry to a useful sales conversation
Illustrative scenarios. Your setup follows your business information and connected services.
A prospect asks whether your service can help
A business owner describes a problem but leaves out an important detail. The agent summarises the request, points out what is missing and drafts a short follow-up question. Your salesperson reviews it, makes any changes and sends an appropriate response.
A customer comes back with more information
Once the reply is added to the enquiry, the agent can prepare a response using that new context. Your team can see the conversation, update the stage and agree on the next step, such as a discussion or assessment, without starting from a blank email.
Where your team steps in
Your team controls the offer and the send button
Outgoing sales drafts require human review and approval. The agent uses your supplied services and conversation details; it should not guess a prospect’s budget, invent a price or make commitments on your behalf. Your team decides what to quote, what to promise and when an opportunity is ready to close.
A good fit for an owner or sales team that already receives enquiries and wants help keeping conversations organised and preparing thoughtful follow-up.
Getting started
Configured around your business
We define your services, the information needed to qualify an enquiry and how you want follow-ups handled. We connect the sending account for email delivery and test the review process. Customer replies can be added to the conversation; automatic reply import depends on the incoming mailbox connection being configured.
Start with your business
Let’s find the right fit.
We agree on your qualification questions, follow-up approach and handoff rules. Your team stays in control of outgoing messages.