Team / AI Sales / Revenue Team

AI Sales / Revenue Team

Coordinate a later-funnel sales journey through proposal and checkout.

AI Agents4
Setup$2,897
Managed monthly$1,749/mo
Economics$297/mo saved
Review Solution

Published pricing and estimated impact are separate from provider usage, media spend, sending, accounting charges, and live integration state.

How it works

A later-funnel sales handoff

The included roles coordinate around the configured workflow. Shared outcomes are counted once where stages overlap.

1Receive qualified context
2Coordinate appointment and proposal work
3Answer approved commercial questions
4Route checkout or human approval

Meet the workforce

Specialists with explicit handoffs.

Sales & Revenue

AI Lead Qualification Agent

An AI assistant that engages inbound leads, asks qualifying questions, and gathers data before your team steps in.

  • Provide preliminary engagement for inbound prospects.
  • Engage leads quickly while they are active.
  • Apply consistent scoring criteria to new inquiries.
View AI Agent

Sales & Revenue

AI Appointment Setter

An AI agent that qualifies leads, finds available times, and assists in booking appointments into your calendar.

  • Reduce back-and-forth scheduling emails.
  • Help decrease no-shows with conversational reminders.
  • Support calendar utilization across your team.
View AI Agent

Sales & Revenue

AI Sales Agent

An AI sales assistant configured to handle routine follow-ups, deliver proposals, and address preliminary pricing questions.

  • Maintain consistent follow-up across your pipeline.
  • Provide pricing information from your approved sources and rules.
  • Support your human team's focus on final negotiations.
View AI Agent

Sales & Revenue

AI Closer Agent

A later-funnel sales role that uses verified solution context and approved offers to guide questions, objections, proposal follow-through, secure checkout routing, or human escalation.

  • Keep qualified sales conversations moving toward an approved next step.
  • Ground commercial guidance in verified proposal and catalog data.
View AI Agent

What is included

Coordinated roles

Shared operating context and defined handoffs across the included specialists.

Governance

Approval boundaries, human escalation, and role-specific operating limits remain explicit.

Management visibility

Reviewable activity, outcomes, exceptions, and optimization work are part of the operating model.

Provider truth

Compatible systems may be scoped during implementation; connected or live status is never implied by this page.

Next step

Configure with the current published scope.

Buy, approve, configure, connect, test, QA, and launch through the existing managed workflow.

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