# AI sales assistant

> An AI sales assistant is software that qualifies leads arriving through your website, WhatsApp and email, drafts quotes from your product and price list, and writes conversation notes into your CRM. Corrplus builds it around your sales team's own rules and routes every quote and special price through a salesperson's approval before it reaches a customer.

URL: https://corrplus.net/services/ai-sales-assistant/
Updated: 2026-10-22
Corrplus Team

## Who it is for

- B2B manufacturers and distributors losing deals because web, WhatsApp and email enquiries get a late reply
- Sales teams that build quotes by hand from a spreadsheet template, an ERP price list and email
- Companies on HubSpot, Salesforce, Pipedrive or Dynamics 365 whose records are incomplete and out of date
- Brands with a WordPress or WooCommerce site that want to guide visitors to the right product and capture leads

## When it is not a fit

- Teams with no written sales process or pricing rules, where every quote is shaped by hand. We define the rules with you first.
- Bulk, unsolicited cold messaging. We do not build outreach that breaks e-marketing consent rules, including GDPR and Türkiye's commercial message consent system (İYS).

## What you get

- **Qualification flow**: Questions based on your own criteria (sector, need, timing, budget range) and a scored summary with reasons for the salesperson.
- **Quote draft**: A quote built from your product and price list, following your discount rules, waiting for a salesperson's approval.
- **CRM updates**: Contact, company, deal and next-step fields filled in from email, WhatsApp and call notes.
- **Follow-up reminders**: Reminders for unanswered quotes and forgotten deals, each with a ready follow-up draft.
- **Sales knowledge base**: Content compiled from datasheets, reference documents and common technical questions that the assistant answers from.

## How we work

- **Discover**: With your sales team we review won and lost deals and pin down what makes a good lead and how quotes are built today.
- **Design**: We write down qualification questions, pricing and discount rules, approval points, CRM fields, and consent rules under GDPR and Türkiye's data protection law (KVKK).
- **Build**: We start with CRM updates and quote drafts under salesperson approval, then add the customer-facing qualification step.
- **Run**: We track drafts the reps corrected and deals that slipped, and keep rules and content current.

## Tools we use

HubSpot, Salesforce, Pipedrive, Microsoft Dynamics 365, WhatsApp Business Platform, Promptor (WordPress and WooCommerce), OpenAI and Anthropic Claude models, n8n, ERP price and stock data (SAP, Logo, Mikro, Netsis)

**Timing:** The first version of CRM updates and quote drafts usually ships within 4–6 weeks

**Pricing:** Fixed-scope project quoted after the discovery call; model usage billed to your own account; optional monthly operation.

## Where does your sales team's time go?

In B2B sales, much of the time goes not to the customer but to the work around them: working out whether an enquiry is serious, checking price and stock in the ERP and building a quote in a spreadsheet, logging notes in the CRM after a call, remembering the quote nobody answered. When that work slips, leads wait, the CRM stops reflecting reality and forecasts rest on gut feeling.

An AI sales assistant takes on that surrounding work. It does not sell in place of your salespeople; it gives them back the time they should spend selling.

## What does the assistant do, and what stays with the salesperson?

| Step | Assistant | Salesperson |
|---|---|---|
| First contact | Greets the enquiry on web, WhatsApp or email and asks about needs | Takes over high-scoring leads |
| Qualification | Writes a score with reasons against your criteria | Accepts or corrects the score |
| Quote | Drafts from the price list and discount rules | Reviews, approves, sends |
| CRM | Fills contact, deal and next step from notes | Completes missing details |
| Follow-up | Produces reminders and follow-up drafts | Sends the message, makes the call |

## How is it different from a chatbot or AI customer service?

All three can talk to customers; the difference is what the conversation connects to. A [chatbot](/services/ai-chatbot-development/) answers a visitor's question from your content and hands over when needed; its goal is a correct answer. [AI customer service](/services/ai-customer-service/) focuses on solving existing customers' problems and reducing the support team's load. A sales assistant qualifies people who are not yet customers and ties the conversation to a CRM deal, a quote and a salesperson's calendar. It is owned by sales, and its success is measured in the sales process.

## The approach behind Promptor, and how we start

Promptor is the AI chat and sales assistant for WordPress that Corrplus built and published on wordpress.org. It answers with awareness of the site's content and integrates with WooCommerce. We apply the same principles in client projects: the assistant stays within your site and catalogue, and conversations that could become sales reach a person in time.

In the first call we review a few recently won and lost deals together and decide which step the assistant should take on first. If the scope is wide, we begin with the two-week [AI discovery sprint](/ai-discovery-sprint/).

## Frequently asked questions

### Will the assistant quote prices to customers?

That is your call. If list prices are public, the assistant can share them. Special prices, discounts and quotes never reach a customer without a salesperson's approval. The assistant drafts; the salesperson checks and sends.

### Which CRMs does it work with?

Directly with CRMs that have an API, such as HubSpot, Salesforce, Pipedrive and Dynamics 365. If you use an in-house system or track deals in spreadsheets, we first agree with you where the data should live.

### How is lead scoring done?

On your criteria. We work out from won and lost deals which sectors, needs and timing make a good lead for you. The assistant writes a score with its reasons, and the salesperson decides with those reasons in view.

### Can it send sales messages on WhatsApp automatically?

Only within the rules. Free-form replies are allowed for 24 hours after the customer's last message; after that, Meta-approved templates are required. Marketing consent rules apply, and we do not set up bulk messaging to people who have not opted in.

### Are quotes based on current ERP prices?

Yes, where a connection is possible. We read prices and stock from your ERP and build the quote from them. Without a connection, we work from a price list file that you keep updated.

### How does this relate to Promptor?

Promptor is our ready-made chat and sales assistant for WordPress sites and can be a quick start for a WooCommerce store. This service is a custom assistant connected to your CRM, ERP and quoting process.