AI & Automation→AI Sales Agent
AI SALES

Respond, qualify and route sales enquiries faster.

AI-assisted sales workflows can answer common questions, collect qualification data, prioritize intent and hand strong opportunities to your team.

AI WORKFLOWAI Sales AgentCONNECTED
01
TriggerLead, message, call, form, document or API event
02
AI DecisionUnderstand context, extract data and apply business rules
03
Business ActionRespond, update CRM, assign, schedule or trigger another system
04
Human HandoffEscalate whenever policy, confidence or complexity requires it
WHAT IT SOLVES

Reduce the time between enquiry and useful sales action.

The system can engage new leads quickly while following your approved scripts, qualification logic, business hours and escalation rules.
01USE CASES

Sales use cases

Instant lead response
Qualification questions
Course or product matching
Appointment booking
Follow-up reminders
CRM stage updates
02WORKFLOW

Typical workflow

New lead enters
AI responds
Qualification captured
Lead scored or categorized
CRM updated
Counsellor or salesperson receives handoff
03INTEGRATIONS

Integrations

Meta leads
Google lead forms
Website forms
WhatsApp Cloud API
CRM
Calendar
Email and telephony
HUMAN + AI CONTROL MODEL

Automation without losing business control.

We define where AI can act automatically, where validation is required and when a human must take over.

Confidence thresholdsRole permissionsHuman approvalAudit logsFallback rulesEscalation logic
AI CANClassify • Extract • Draft • Route • Trigger
+
BUSINESS RULESPermissions • Conditions • Limits • Approvals
+
HUMAN TEAMReview • Decide • Handle Exceptions
WHY WEB INOVANT

Built with your sales process in mind.

We combine marketing, CRM and automation experience so the agent fits the actual funnel instead of operating separately.
AICRMWhatsAppWebTelephonyEmailAPIsDashboards
AUTOMATE THE RIGHT WORK

Design your AI sales workflow.

Map your lead sources, qualification rules and handoff process with Web Inovant.