AI sales agents: from lead qualification to recorded transaction
A sales agent takes responsibility for the process
HAILO develops AI sales agents that connect customer conversations to sales operations. The role goes beyond generating a quotation: the employee can qualify a prospect, record the opportunity, prepare a proposal, follow up and update business systems. Scope depends on each company’s tools and authorizations.
1. Qualify the customer and create the opportunity
In a WhatsApp, voice or email conversation, the agent collects the requirement, product or service of interest and information needed for the next step. It checks whether the customer already exists and records the opportunity in the CRM pipeline. Your business defines the questions to ask and the conditions that require a human handoff.
2. Retrieve business data and prepare the quotation
Before proposing an amount, the agent consults authorized sources: the catalog, stock availability, price list and customer terms. Promotions or discounts follow agreed rules. If information is missing or a discount requires approval, the workflow pauses to obtain it. The quotation can be generated as a PDF and sent through an enabled channel.
3. Share payment options and verify receipt
The agent can share the company’s bank details or a link generated by its payment provider. Confirmation should rely on an authorized provider or bank integration, rather than only on a screenshot sent by the customer. If no connected source can verify receipt, the transaction requires human confirmation.
4. Coordinate invoicing and update business systems
When invoicing is included in the project, the agent collects the required information and requests issuance through the company’s authorized invoicing system or provider. The workflow can deliver the resulting PDF and XML documents and record the transaction in the ERP or CRM. Demonstration invoices are fictional and are not valid tax documents.
One customer across multiple channels
WhatsApp, voice calls, Gmail and Outlook can be part of the role. Continuity depends on linking each conversation to the correct customer and the access available in each channel. HAILO defines this mapping during integration so follow-up uses authorized context and customers do not have to repeat every detail.
What to review before commissioning a sales agent
Check which steps are included, where data comes from, which systems can be updated, how payments are verified and when human intervention is required. Request acceptance criteria for quotations, records and exceptions. At HAILO, the first conversation reviews that scope; interactive examples let you explore the process before defining an implementation.