AI Sales Agent

🤖 Explain with AI

The AI Sales Agent qualifies leads, personalizes pitches, follows up, and closes deals to drive revenue growth.

Demo¶

Contact sales now

Capabilities & Features¶

The AI Sales Agent is optimized for the following tasks:

• Lead Qualification: Automatically qualifies leads based on predefined criteria.
• Personalized Pitches: Delivers personalized sales pitches to potential customers.
• Automated Follow-ups: Sends timely follow-up messages to nurture leads and move them through the sales funnel.
• Deal Closing: Assists in closing deals by answering questions, providing information, and scheduling demos.

Integration Guide¶

Unlike standard API-integrated tools, the AI Sales Agent is deployed and managed directly through a team of real human geeks from 4Geeks.

1. Request Access: Contact your assigned 4Geeks account manager to request the AI Sales Agent.
2. Configuration: A real human geek from 4Geeks will work with you to define your sales process, lead qualification criteria, and sales scripts.
3. Deployment: The agent is integrated with your CRM and other sales tools by real human geeks from 4Geeks.

Workflow Scenarios & Credit Usage¶

The following scenarios illustrate how the agent interacts with users and estimates the associated costs based on the 4Geeks credit model.

Scenario 1: Qualifying a Lead¶

The agent qualifies a new lead from a website form.

sequenceDiagram
  autonumber
  participant Website as Website
  participant Agent as AI Sales Agent
  participant CRM

  Website->>Agent: New lead submitted
  Agent->>Agent: Analyze lead data against qualification criteria.
  Agent->>CRM: Create new lead record with a "Qualified" or "Unqualified" status.

Cost Estimation¶

• Interaction Type: Text Message (CRM Update).
• Estimated Cost: ~40 Credits per message.

Scenario 2: Following up with a Lead¶

The agent sends a follow-up email to a qualified lead.

sequenceDiagram
  autonumber
  participant CRM
  participant Agent as AI Sales Agent
  actor Lead

  CRM->>Agent: Trigger follow-up for a qualified lead.
  Agent->>Lead: "Hi [Lead Name], I hope you're having a great week. I wanted to follow up on your interest in our [Product/Service]. Do you have any questions I can answer?"

Cost Estimation¶

• Interaction Type: Text Message (Email).
• Estimated Cost: ~40 Credits per message.

• Still questions? Get support.
• Check out the changelog.