Automate Sales Inquiry Responses

Let your AI agent handle repetitive sales questions—so you can focus on closing deals, not digging through Salesforce or old emails for answers.

You spend hours every week in Gmail and Salesforce, searching for service details and updating price quotes. As a sales manager or rep, you’re stuck copying info from shared drives and drafting the same answers over and over. Meanwhile, prospects are left waiting—or worse, they go to a competitor who replies first.

An AI agent that drafts fast, accurate replies to sales questions about pricing, availability, and terms using your Salesforce and email data.

What this replaces

Copy pricing details from Salesforce into email drafts
Search Outlook for previous answers to customer questions
Check Google Calendar for available service slots
Rewrite payment terms explanations in every response
Manually update and send product info PDFs

The hidden cost

What this is really costing you

In B2B sales, account executives and SDRs often lose valuable time answering the same customer questions about pricing, service options, and payment terms. Instead of selling, you’re toggling between Salesforce, Google Sheets, and Outlook to find details and write responses. This repetitive work slows down your pipeline and frustrates both your team and your prospects.

Time wasted

6-8 hours/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$15,000/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

If you keep handling inquiries manually, deals stall while you search for info, prospects drop off after slow replies, and your team burns out on admin instead of selling.

Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.

Return on investment

The math speaks for itself

Today — without agent

7 hrs/week

of manual work

$15,000/year/ year

With your AI agent

1.5 hrs/week

agent-handled

$3,200/year/ year

You save

$11,800/year

every year, reinvested into growing your business

Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Clarifying Service Offerings

You ask your agent to summarize the differences between two service packages for a customer.

Providing Price Quotes

You ask your agent to draft a response with current pricing for a specific product line.

Checking Availability

You ask your agent to confirm if a service slot or product is available for a customer’s requested date.

Explaining Credit Terms

You ask your agent to explain your standard payment terms to a new client who is unsure about options.

How to hire your agent

1

Connect your tools

Link your existing customer databases, document management, and sales analytics platforms.

2

Tell your agent what you need

Type: 'Draft a reply explaining our monthly subscription pricing and payment terms for this lead.'

3

Agent gets it done

The agent returns a clear, accurate response you can send directly to your customer.

You doing it vs. your agent doing it

Search internal docs and past emails to gather info
Agent instantly retrieves and summarizes service details
10 min/request
Manually check price lists and draft responses
Agent provides ready-to-send pricing explanations
10 min/request
Consult calendars or inventory systems yourself
Agent pulls availability and drafts a response
5 min/request
Review company policies and write explanations
Agent summarizes terms in clear language
10 min/request

Agent skill set

What this agent knows how to do

Service Information Summarization

Pulls up-to-date service details from Salesforce and generates clear summaries for prospect emails.

Real-Time Price Quote Drafting

Extracts current pricing from your CRM and prepares tailored quote responses for each lead.

Availability Confirmation

Checks Google Calendar or resource management systems to confirm open dates and drafts ready-to-send replies.

Payment Terms Explanation

Reviews your standard payment policies and crafts easy-to-understand explanations for new or existing clients.

Response Email Generation

Creates professional, personalized email drafts based on customer questions, ready for your review in Gmail or Outlook.

AI Agent FAQ

Your AI agent links directly to Salesforce, HubSpot, and Gmail via secure API connections. You can also upload price lists or service documents from Google Drive. All data access is permission-based and controlled by you.

Absolutely. All data is encrypted in transit using TLS 1.3, and nothing is stored after the response is generated. Only the information you share is used, and access logs are available for review.

The agent excels at standard inquiries about pricing, availability, and terms. For highly specific or complex requests, you can provide additional context or edit the draft before sending.

Yes, you always have the chance to review and edit each draft in Gmail or Outlook before sending it to your customer. This ensures accuracy and lets you add a personal touch.

Yes, your agent is designed to draft replies using information from Salesforce, HubSpot, and your email system. It’s built for sales teams who want to respond faster and more accurately.

See how much your team could save with AI

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