1
Step 01
Sales rep submits query
Field sales team asks product, policy, or pricing question via CRM, mobile app, or WhatsApp
AI Sales Assistant
Sales Helpline Assistant
Instant, accurate answers for sales teams — powered by enterprise RAG + AI agents.
Workflow-specificHuman reviewTraceable decisions
Incoming question
TM
What documents are needed for a top-up loan?
Checking approved sources
Gyde
Use the current product checklist and verify the customer segment before submission.
Configured around approved context, actions, and review.
The application
One application for a defined operating decision.
The Sales Helpline Assistant gives field sales teams real-time, reliable answers to product, policy, pricing, and process questions. It eliminates dependency on managers and reduces incorrect communication with customers.
01
Answers product, policy, and compliance questions instantly
02
Fetches accurate details from SOPs, pricing sheets, and training docs
03
Summarizes complex policies into simple, customer-ready language
04
Auto-generates scripts for customer conversations
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Escalates unclear queries to SMEs with context included
06
Works across mobile, CRM, WhatsApp, and email
How it works
A workflow with explicit inputs, actions, and review.
The application connects approved context to a controlled decision path, then records the outcome for review and improvement.
2
Step 02
RAG engine searches knowledge base
AI searches enterprise documents including SOPs, pricing sheets, and training materials using semantic search
3
Step 03
AI generates contextual response
AI agent processes retrieved information and generates accurate, context-aware answer tailored to the specific query
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Step 04
Instant delivery with sources
Answer delivered instantly in the sales rep's preferred channel with source references and confidence scores
In context
Example in Action
The workspace brings the request, relevant context, decision signals, and next action into one view.
Communication
What documents do I need for a top-up loan?
Review findings
Here are the required documents based on your customer type, loan history, and updated policy version:
- Salary certificate (latest 3 months)
- Bank statements (6 months)
- Identity and address proof
- Existing loan agreement copy
Outcome
Response automatically customized based on customer profile and current policy version
Designed for control
Controls follow the decision.
Permissions, escalation rules, review ownership, and audit records are configured around the workflow and its risk.
Approved context
The application uses selected data sources, policies, and instructions with clear owners.
Escalation by risk
Uncertain, exceptional, or high-impact cases move to the assigned reviewer.
Decision trace
Inputs, findings, actions, and review outcomes remain available for evaluation and audit.
Security and compliance foundation
✓SOC 2 Type II✓ISO 27001✓GDPR Compliant✓CCPA Compliant
- ↳Role-based access control
- ↳Full audit trails for all queries
- ↳Data encryption at rest and in transit
- ↳Private cloud deployment options
Representative pilot
Test one representative workflow in four focused weeks.
The pilot uses representative inputs, actual review roles, and agreed measures before a production decision.
Week 01
Frame
Define the user, workflow boundary, source systems, review roles, and success measures.
Week 02
Configure
Connect representative context and configure the first decision and escalation path.
Week 03
Integrate
Place the application inside the selected workflow with permissions and telemetry.
Week 04
Pilot
Run with a controlled group, review results, and establish the production gate.
Measures we establish
Agree the measures before the pilot.
Baselines and targets are set with your team. Reported outcomes reflect results measured during the pilot.
Decision quality
Agreement with approved outcomes on representative cases
Cycle time
Time from request or input to an actionable result
Review load
Cases and effort requiring human intervention
Traceability
Decisions with complete context and review records
Fits the operating environment
Connect the systems that hold context and action.
The first implementation uses the smallest integration surface that can prove the workflow safely.
Field sales teamsContact center salesSales enablementPre-sales teams
SSalesforce
FFreshsales
HHubSpot
WBWhatsApp Business API
SSharePoint
CConfluence
Representative workflow
See how this can empower your sales teams
Book a 20-minute demo to see the Sales Helpline Assistant in action with your actual sales scenarios and knowledge base.
Book 20-minute Demo ↗