AI Sales Bot Assistant

AI Sales Assistant

Boost your sales game with a Sales Assistant built around your goals. With our AI Builder, you can create a smart, reliable bot that understands your industry and supports every stage of the sales journey.

Settings

Knowledge
Percentage of tokens used to provide knowledge base context.

Chat History
Percentage of tokens used to provide chat history.

Response
Percentage of tokens allocated for the AI’s generated response.

Reverse Vector Search
Improve relevance in knowledge search by merging AI and user responses.

Persistent Prompt
Maintain AI compliance by continuously re-emphasizing the prompt.

Relevance Score
Trade-off between fewer knowledge base contexts for higher accuracy and response completeness.

Field Type

30%
Percentage

40%
Percentage

30%
Percentage

Off
Default

Low
Default

Unlock the Power of Your Knowledge Base

Target audience demographics and interests: Understanding the backgrounds, demographics, and preferences of your target audience will enable the AI bot to create personalized and engaging sales strategies that resonate with potential customers.

Product or service details: A comprehensive understanding of your product or service offerings, including their features, unique benefits, and advantages, will help the AI bot to effectively promote them in sales efforts and communicate their value to potential clients.

Brand guidelines and messaging: Giving your brand’s visual guidelines, tone of voice, and key messaging points will ensure that the AI bot maintains consistency and cohesiveness throughout various sales initiatives while reinforcing brand identity.

Sales Objectives and Business Targets: Sharing your short and long-term sales goals helps the AI align its strategies and suggestions to support lead generation, pipeline growth, and revenue achievement.

Existing Sales Materials and Assets: From email templates to product sheets and pitch decks, existing collateral helps the AI learn your style and messaging. It can then build on this foundation to create new content, refine pitches, and assist in follow-ups that feel aligned with your sales strategy.

How This Bot Helps

Customer Insights

Help the bot understand your audience by sharing who they are, what they care about, and what influences their decisions

Product Knowledge

Share the details of your product or service, including features, benefits, and what makes it stand out from the competition

Brand Voice

Define your tone, language, and messaging style to ensure the bot communicates in a way that aligns with your brand

Sales Goals

Outline your short-term and long-term sales objectives so the bot can prioritize its efforts and support the right outcomes

Lead Strategy

Describe how you qualify and manage leads so the bot can mirror your process and hand over prospects at the right time

Sales Materials

Provide access to past decks, emails, or pitch content. These serve as valuable references for the bot’s communication style

CRM Context

Give insight into your current pipeline and follow-up approach so the bot stays aligned with your sales cycle

Common Objections

List the usual concerns or questions from potential buyers so the bot is equipped to respond with clear, confident answers