Your AI sales team
How the team works together
agents at workyouNeeds you
Live activity
Strategy suggests
Analyst's notes
Run the daily analysis to get this week's recommendations.
Needs you
Campaigns and quotes wait here for your approval. Hand-offs are conversations the agents passed to a person.
Conversations
Every customer conversation. Replies marked “instant” came from the local models at no cost.
Try it as a customer
Marketing
The Strategy agent picks who to reach, with what offer and when. Creative writes two versions, Verification checks every price, you approve, Distribution sends and Analytics measures.
Strategy agent recommends
New campaign
Choose who gets it, what it says and the picture. Nothing is sent before you approve.Who gets it
Leave everything empty to reach every customer who agreed to messages. Customers must match every group you pick; inside a group, any choice counts.
Message
Picture
Drafts
Waiting for your approval in Needs you. Nothing is sent until you approve.Generated campaigns
Analytics
What came in, what was quoted, ordered and paid.
Over time
Best-selling products
by order valueWhere customers came from
| Source | Enquiries | Orders |
|---|
Quotes & orders
Mark quotes won or lost, and record payments on orders. Outcomes train the lead-scoring model.
| # | Customer | Items | Total | Status | Payment | Date |
|---|
Agents
Choose what runs for this company, then open an agent to change its rules.
What should run for this company?
Pick a setup, or switch agents one by one below.Catalog
| SKU | Item | Price | Stock | Details | Manage |
|---|
Import a CSV
Settings
How messages and posters reach customers. With Automatic sending, WhatsApp is used once it is connected, then email; until then messages are only shown inside the app.
From Meta Business → WhatsApp → API setup. Posters go as an image with the message as caption.
Only the sales lead can change WhatsApp details.
Set in .env (SMTP_HOST, SMTP_PORT, SMTP_USER, SMTP_PASSWORD, SMTP_FROM), then restart make dev. Posters go as an attachment.
Team
People who can sign in. The sales lead runs everything; sales reps do the daily work.Share the first password with them directly; they can change it from their name at the top right.
Business playbook
Everything the agents know about this business: description, questions to ask, hand-off rules, discount limits, quiet hours, FAQ answers and message templates. Saving retrains the local models.