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Answer with company knowledge
Ground responses in approved docs, policies, databases and product information.
Good evening. I have your product catalogue, pricing policy and CRM playbook loaded. What can I help with?
A 25-person sales team wants CRM automation and onboarding. Which package should I suggest?
Recommend the Scale plan. It supports multi-user CRM workflows, onboarding playbooks and automated follow-ups. I can create the opportunity and draft the proposal.
Ground responses in approved docs, policies, databases and product information.
Create CRM records, draft emails, schedule meetings and call APIs after validation.
Track resolution, handoffs, costs, latency and the business outcome of each automation.
We can tailor the model, knowledge sources, tools, dashboards, permissions and automation flows around your use case.