Products
Sales Representative
AI Agent simulates human decision-making with SOP & Decision Tree
AI Agent learns your customer SOP (Standard Operating Procedure) and decision tree, then simulates real human workflow to intelligently screen and qualify leads, providing truly personalized sales support.
Core Workflow
How AI Agent processes leads
Using your SOP and Decision Tree
SOP & Decision Tree Loading
Load customer SOP and decision tree models
AI Agent: AI Agent loads your customized customer SOP workflow and decision tree models, learning the exact criteria and steps your top sales reps use to qualify leads
Intelligent Lead Screening
Analyze pipeline data using human-like decision logic
AI Agent: AI Agent reads pipeline data and applies your decision tree to screen leads - asking the right questions, evaluating responses, and scoring prospects just like a human sales expert
SOP-Driven Outreach
Execute outreach following your proven SOP workflow
AI Agent: AI Agent follows your exact SOP sequence - sending personalized emails at optimal times, using your approved messaging, and routing hot leads based on your escalation rules
Decision Tree Qualification
Evaluate prospect responses against decision criteria
AI Agent: AI Agent analyzes prospect responses using your decision tree logic, scoring each lead based on your qualification criteria and identifying hot prospects for immediate follow-up
SOP Optimization
Review workflow and refine decision criteria
AI Agent: AI Agent analyzes conversion data against your SOP, identifying bottlenecks in the decision tree and suggesting optimizations to improve qualification accuracy
How It Works
How SOP & Decision Tree Works
AI Agent learns your workflow and simulates human decision-making
Learn Your SOP
AI Agent analyzes your proven sales workflows, learning the exact steps, timing, and messaging that your top performers use to convert leads.
Input: Your team's SOP documents & playbooks
Build Decision Tree
Based on your criteria, AI constructs a decision tree that replicates how your best reps qualify prospects - asking the right questions at the right time.
Output: Human-like qualification logic
Screen & Qualify Leads
AI Agent executes your SOP workflow, applies decision tree logic, and scores leads just like your top sales reps - ensuring consistent, high-quality lead qualification.
Result: Qualified leads ready for follow-up
Tools
Recommended Tools
Tools to maximize your AI Agent experience
SOP Builder
Visual SOP workflow designer
Decision Tree Engine
Intelligent lead qualification logic
CRM Integration
Sync qualified leads automatically
Lead Scoring Dashboard
Real-time prospect scoring
Ready to automate your sales workflow?
Deploy an AI Sales Rep that follows your SOP, screens leads intelligently, and works 24/7.
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