Conversation design
We define what this part needs to do before choosing a tool or format.
← AI & AutomationSales and Marketing Agent
02 / AI & Automation
Sales and Marketing Agent
with purpose.
Give enquiries a useful next step, even when your team is busy.
01 / The idea
Built around how your team works.
Plan an AI-assisted journey for common sales and marketing questions, with approved knowledge, clear limits and a straightforward human handoff.
Lead routing
We make the important handoffs visible, so the experience feels joined up.
Human review points
We agree on how this piece will be reviewed and improved.
Planning exercise
What could more time make possible?
Use this simple illustration to think about repetitive work. It is a planning aid, not a forecast or savings promise.
Illustrative hours to examine / month86Example only, using a 40% reduction assumption
How we approach it
Clear decisions make better work.
We start by understanding the people using the solution, the information it relies on and the task it should make easier.
- Map the present workflow
- Agree on scope and priorities
- Design for desktop and mobile where needed
- Review the result with your team
Common questions
Before we begin.
Where would a sales and marketing agent project start?＋
We begin with your current setup, the people involved and what you need to improve. From there we agree on a scope and a sensible order of work.
Can this work with the tools we already use?＋
Possibly. We review your existing systems, data and access needs before recommending an integration or replacement.
Do we need to know the full technical scope first?＋
No. A clear description of the problem is enough to start the conversation. The technical scope comes after discovery.
Sales and Marketing Agent