The website contact gets a reply
The agent replies, understands what the person needs and asks right away for what is missing to prepare the proposal.
What it does for your company
- First replyAnswers whoever reaches out on WhatsApp, on the website or by email, asks the right questions and singles out those who are ready to buy.
- Proposals from your price listBuilds the proposal with the products, terms and lead times you defined, and sends it to the customer or to you for approval.
- Negotiation follow-upGets back in touch on the agreed day, answers questions about the proposal and lets the salesperson know when the customer wants to negotiate.
- Order recordedWhen the customer confirms, it enters the order in the management system with the details checked and lets the people who handle shipping know.
- The week at a glanceShows the open negotiations, the ones that went cold and the customers who asked for a call back, so the team knows where to act.
How it works with your team
The agent handles the volume: it replies, organizes and follows up. Your team keeps what takes experience: negotiating special terms, making exceptions and looking after the most important customers.
Every conversation is recorded in the CRM, so anyone on the team can pick up where the agent left off.
Systems and channels
- CRMCRM
- ERPManagement system (ERP)
- WaWhatsApp
- WsWebsite and forms
- PlSpreadsheets
Skills
First contactLead qualificationProposalsFollow-upOrder entrySales report
How the Sales Agent works
From the first contact to the order in the system
Illustrative examples, with fictitious companies and people.
The proposal follows your price list
Products, terms and validity follow what you approved. If the customer asks for something different, the proposal goes to you first.
Nobody forgets the follow-up
The agent picks the conversation back up on the agreed day and lets the salesperson know when the customer wants to negotiate.
The order goes into the system
Once the customer confirms, the agent enters the order in the management system and lets the people who pick and ship know.
Exceptions to the rule go to you
The agent does not negotiate what you have not approved. It sums up the request and waits for your decision.
The week in one summary
On Monday, the team receives the open negotiations, the ones that went cold and who asked for a call back.
You stay in control
Clear limits, agreed in advance
Before it starts, you decide what the agent does, what it asks and what always stays with your team. You can change this at any moment.
Talk about this agentDoes within your rules
- Reply to new contacts and answer questions about products and terms
- Send proposals that follow the approved price list and rules
- Remind the customer about the proposal on the agreed day
Lets you know and asks first
- Request for terms outside the rules
- Important customer or a negotiation that went cold
- Complaint or question the agent cannot answer
Never does
- Offer terms or lead times you have not approved
- Promise a shipping date without checking stock
- Keep messaging someone who asked not to receive messages
Frequently asked questions
Common questions
Does the agent replace my sales team?
No. It handles the volume: replying, organizing and following up. Negotiation, exceptions and the relationship with your most important customers stay with your team.
Can it negotiate terms?
Only within the rules you approve. Any request outside the rules goes to a person on your team to decide.
Does it work with the system I already use?
Usually, yes. The diagnosis shows how to connect the agent to your CRM and your management system. When a connection is missing, ZDZCloud builds it.
Does the customer know they are talking to an AI agent?
Yes. The agent introduces itself as your company's assistant and calls in a person whenever the customer asks.
Services
The technology that comes with this agent
AI agent creation
A new agent for the routine only your company has, with rules written together with your team and a start followed up closely.
See the service
Integrations between systems
Your systems talking to each other: management system, CRM, online store, bank, invoicing and WhatsApp, without typing the same thing twice.
See the service
Software development
Web systems, apps, customer portals and APIs built for your operation, with tests and review in every version.
See the service
Your company has challenges. Let's talk about them.
Talk to ZDZCloud on WhatsApp: +55 11 97689-4645