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Salesbot - AI-Powered Sales Automation

Every conversation now starts with the right questions and ends with a qualified lead already in Salesforce - before a sales rep ever gets involved.

Introduction

A virtual sales agent that qualifies leads, recommends products, and estimates costs - without any human involvement.

Smart Glass and Smart Film are not commodity products. A customer landing on the website typically has a problem they want solved but no clear idea of what the solution looks like. The business needed a way to engage every visitor, ask the right questions, and move them toward a purchase - without stretching the sales team thinner than it already was.

The Problem

  • Product Discovery Was Difficult: Navigating a catalogue of specialist architectural products without guidance is difficult. Customers couldn't find the right product on their own - they needed a conversation, not a catalogue.
  • No Accurate Recommendation Without Context: Without understanding a customer's specific situation, recommending Smart Glass over Smart Film - or vice versa - was impossible to do accurately.
  • Cost Estimation Was a Barrier: Pricing depends on product type, application area, and square footage. Customers couldn't get even a rough cost figure without speaking to someone, slowing the entire sales process.
  • Sales Teams Couldn't Respond Immediately: Potential buyers who didn't get a fast response often moved on before the team could follow up. The business was losing leads it never knew it had.
Manual Lead Entry Created Delays and Errors. Sales reps had to manually log enquiry details into the CRM. This introduced errors and meant information was often incomplete by the time it reached the team.

The Solution

Promact built a conversational AI platform with two distinct sales agents, each handling a different stage of the process. Together they take a visitor from an opening question all the way to a qualified, logged lead - with no human involvement required.

  • David - the Discovery Agent: Opens the conversation, uncovers the customer's situation and pain points, then recommends Smart Glass or Smart Film with a clear explanation of why it fits their project.
  • Tatiana - the Project Information Agent: Once product direction is set, Tatiana collects project dimensions and square footage, then calculates a rough cost estimate on the spot - giving the customer a real number to work with.
  • Structured Sales Conversations: The chatbot follows a multi-stage conversation flow designed around how a skilled salesperson would naturally move through an enquiry - keeping interactions focused and productive.
  • JivoChat Integration: The chatbot runs directly inside JivoChat - the platform the sales team already used. No new tools to learn, and a seamless handoff from AI agent to human whenever needed.
  • Salesforce CRM Integration: Every qualified lead is written directly into Salesforce the moment the conversation ends - complete with the customer's requirements, product interest, and project details.
  • Chroma DB for Conversational Context: Stores and retrieves conversational data to maintain context across a session, so agents remember what was already discussed - making the conversation feel natural, not fragmented.

The Impact

0 s - response time for initial enquiries.

Every visitor. Any hour. Fully automated. Customers could now get product guidance and cost estimates instantly - at any time of day, without waiting for a sales rep to become available. The business handles a higher volume of enquiries without increasing headcount, because the most time-consuming part of early-stage sales is now fully automated.

  • Higher-Quality Leads: By the time a lead reached the sales team, product fit was already established and project scope already captured - ready to act on immediately.
  • Manual Data Entry Eliminated: Lead details flowed directly from conversation into Salesforce, reducing errors and freeing the sales team to spend their time on selling, not administration.
  • 24/7 Sales Coverage: Visitors received an immediate, structured response regardless of when they arrived or how busy the team was - capturing leads that would have been lost.
  • More Volume, Same Headcount: The business handled significantly more enquiries without increasing team size - the most time-consuming part of early-stage sales was fully automated.
  • Sales Team Focused on Closing: The chatbot ran the first half of every sales conversation, so the team could focus on the second half - where deals are actually won.
  • Instant Cost Estimates On Demand: Customers could get a rough cost figure before ever speaking to a rep - removing the biggest friction point in the early buying journey.
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