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Choose the role
Choose Assistant for messages and capture, or Executive for voice, qualification and scheduling with your team.
Your AI employee
An AI sales agent for small business conversations.
Give early sales conversations a defined next step. AI Assistant handles messages and lead capture. AI Executive adds voice, qualification and scheduling for your team.
Start with the inquiry
Give each sales inquiry a clear next step.
A small business can begin with a specific task: handling customer messages and gathering lead information, or qualifying an inquiry by voice and arranging time with the team.
Choose the role around that task. AI Assistant focuses on messaging and capture. AI Executive handles voice and messaging, qualifies leads and schedules appointments with a human.
Your sales workflow
From an initial question to your team.
Illustrative example: someone asks about your service. AI Assistant captures the inquiry through messages. When the agreed workflow needs voice qualification and scheduling, AI Executive prepares the next step with your team.
Define the approved information, the criteria that make an inquiry relevant and when a person takes over. A captured lead or an appointment is a step in your sales process, not a completed sale.
Capture the request. Start with messages and the lead information your team needs.
Qualify and schedule. Use Executive when the workflow needs voice qualification and an appointment with a human.
Keep decisions with your team. Define what needs human judgment and where the AI role ends.
Plan the first workflow
Start with a specific job for your AI employee.
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Define the rules
Prepare your services, approved answers, qualification criteria and the situations that need a person.
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Review the next step
Review a representative inquiry and the information your team receives. Confirm the agreed channels, tools and scope before choosing a workflow.
Compare the roles
Two AI roles for your small business sales process.
AI Assistant handles messages and captures lead information for the next step.
AI Executive handles voice and messaging, qualifies inquiries and schedules appointments for a human team member.
Your team owns business decisions. Qualification and scheduling do not mean the AI has completed an autonomous sale.
Which sales task should your AI employee handle?
Explore the demo or compare Assistant and Executive plans on the main page.