Instant, accurate answers for sales teams — powered by enterprise RAG + AI agents.
Book 20-minute DemoThe 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.
Answers product, policy, and compliance questions instantly
Fetches accurate details from SOPs, pricing sheets, and training docs
Summarizes complex policies into simple, customer-ready language
Auto-generates scripts for customer conversations
Escalates unclear queries to SMEs with context included
Works across mobile, CRM, WhatsApp, and email
Sales Query → RAG Engine Searches Enterprise Knowledge → AI Agent Generates Accurate Answer → Delivered in CRM/App/Email
Field sales team asks product, policy, or pricing question via CRM, mobile app, or WhatsApp
AI searches enterprise documents including SOPs, pricing sheets, and training materials using semantic search
AI agent processes retrieved information and generates accurate, context-aware answer tailored to the specific query
Answer delivered instantly in the sales rep's preferred channel with source references and confidence scores
Fewer escalations to managers
Faster customer responses
Reduced misinformation risk
Accelerated new-rep onboarding
What documents do I need for a top-up loan?
Here are the required documents based on your customer type, loan history, and updated policy version:
Result: Response automatically customized based on customer profile and current policy version
Get instant answers to customer questions on-site
Access accurate information during customer calls
Ensure consistent messaging across teams
Provide accurate technical and pricing information
Salesforce
Freshsales
HubSpot
WhatsApp Business API
SharePoint
Confluence
Role-based access control
Full audit trails for all queries
Data encryption at rest and in transit
Private cloud deployment options
Book a 20-minute demo to see the Sales Helpline Assistant in action with your actual sales scenarios and knowledge base.