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What should an AI sales agent handle?
An assistant for approved sales tasks can support a defined sales task, such as collecting approved qualification details or preparing a staff summary. AI Growth Systems starts with the receiving team and its accepted inquiry definition. A collected phone number is a contact detail, not proof of a sale or permission for outreach.
Which facts qualify an inquiry?
Choose the facts staff will actually use to accept or route the request. For a local service, these may be service type, covered ZIP code and a return contact. In a B2B inquiry, the business account and required work may matter more. Save the qualification reason with the record. Record the review date.
| Field | Record |
|---|---|
| 1 | URL or task |
| 2 | Question or trigger |
| 3 | Approved source |
| 4 | Observed result |
| 5 | Owner and date |
What is the difference between a request and a booking?
A request states interest; a booking requires a saved calendar event. Record both events separately. For an illustrative 30-minute call, the system must check the correct appointment type, staff availability and time zone. If saving the event fails, send the case to the assigned employee for confirmation.
Where does a person take over?
Name a person for unclear fit, price exceptions and a customer's request to speak with staff. Define the fallback when that person is unavailable. The pilot should show the saved summary and the alert received by the employee. A message saying someone will call is not a verified handoff. Save the review date.
Which contact actions need review before launch?
Separate public contact information from permission to send a message or make a call. Define approved channels, contact rules and stop events with the business owner. A customer reply or opt-out must reach the connected process. Test those events before starting the first approved follow-up sequence. Save the review date.
| Case | Check |
|---|---|
| 1. Valid record | Saved and reviewed result |
| 2. Missing fact | Missing fact recorded without invention |
| 3. Conflict or failure | Named owner review |
How should sales outcomes be counted?
Keep accepted inquiries, confirmed bookings and completed sales in 3 separate counts. Use the same time period and customer ID when comparing them. The agent log shows attempted actions; the CRM and calendar show received records. Report the missing record instead of counting the attempt as a completed outcome. Save the review date.