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by Allied Star
العربيةRead this page in ArabicBuild your AI workforce

Sales workforce

Every lead gets a reply and a next step.

AI employees that answer every inbound lead, qualify it against your criteria, book meetings and keep the CRM current, with a person approving every offer.

Reference architectureA design pattern for a system of this kind, not a client project.

The workflow

  1. 01Lead arrivesWebsite, WhatsApp or email, Done
  2. 02Qualify the leadAgainst your criteria, Done
  3. 03Update the CRMContact, notes and stage, Done
  4. 04Approve the offerA salesperson decides, Needs approval
  5. 05Meeting bookedIn the team's calendar, Waiting
  1. 01Lead arrivesWebsite, WhatsApp or email, Done
  2. 02Qualify the leadAgainst your criteria, Done
  3. 03Update the CRMContact, notes and stage, Done
  4. 04Approve the offerA salesperson decides, Needs approval
  5. 05Meeting bookedIn the team's calendar, Waiting
Fig. 01Sales workforce: the workflowReference architectureA design pattern for a system of this kind, not a client project.

The problem

Leads arrive on the website, on WhatsApp and by email at all hours. Replies are slow outside working hours, qualification depends on who answers, and the CRM falls behind what the team actually said.

The context

A sales team works from a CRM and a shared calendar. Prices and offers are sensitive: none may leave the business without a salesperson's approval.

The solution

A sales employee answers each lead in the channel it came from, asks your qualifying questions and books a meeting in the team's calendar. Every conversation is logged in the CRM. Offers are drafted by AI and sent only after a salesperson approves them.

Agents and systems

The AI system

Sales employee

  1. 01Replies to new leads on the website, WhatsApp and email
  2. 02Asks your qualifying questions
  3. 03Books meetings in the team's calendar
  4. 04Logs every conversation in the CRM
  5. 05Drafts offers for a salesperson to approve

Integrations

  • CRM
  • Messaging and calls
  • Calendars
How integrations work

Outputs and hand-offs

What it produces
Meeting bookedIn the team's calendar
Where a person decides
Approve the offerA salesperson decides
Intended outcome
Every lead gets a reply and a next step, the CRM reflects every conversation, and salespeople spend their time on the conversations that need them.What the design is for, not a measured result.

Technical architecture

Channels
Website chat, WhatsApp and email, each keeping its conversation history.
Intelligence
A language model following your qualifying criteria, tone and approved answers.
Tools
Calendar booking, CRM reads and writes, and offer drafting, each with its own permission.
Systems of record
The CRM remains the system of record for contacts, deals and notes.
Controls
Offers wait for a salesperson's approval; every action is logged with what the AI saw and did.
Inside your controlsPermissions, approvals, an activity record and escalation are designed into every system we build.How we design for trust
Connected to your systemsCRM, ERP, messaging, documents, calendars, data and your own APIs: each connection gives AI a specific job.See how it connects

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