AI Sales Chatbot
Multi-channel Consulting & Order Closing
Instant 24/7 responses on Web, Zalo, Messenger/Instagram, WhatsApp, Telegram. AI consulting with internal data, lead qualification, scheduling, quotes/draft orders and sales handoff when needed. Go-live in 5-15 days.
Core Benefits (Measurable Results)
Results vary by industry, data quality and integrated channels.
Key Features (by Sales Process)
Knowledge-trained Consulting
Knowledge-trained
- Import FAQ, documents, URLs, service catalogs/packages, pricing, terms
- Multi-language (VI/EN), intent & context recognition for consistent responses
- Guardrails limit response scope; require source references (when needed)
Qualification & Routing
Qualification & Routing
- Ask needs, budget, timeline, scale; assign light MQL/SQL scores
- Route by region/product group/sales team; assign owner
Scheduling & Quote/Draft Orders
Consult & Close
- Booking/Calendar: suggest slots, send booking links; automatic reminders
- Quote/Draft: create proposal/cart draft in chat; send via email/link
- Upsell/Cross-sell based on current packages/offers
- Handoff to human (live agent) with full history & collected data
CRM Logging & Sync
System of record
- Log notes, activity, owner, stage; push lead/deal to HubSpot/Zoho/Odoo/(Salesforce*)
- Attach UTM/source/medium/campaign for CPL/CR/revenue reporting
Reporting & Optimization
Sales Ops
- Step-by-step CR dashboard, FRT/ART, handoff rate, booking rate, drop reasons
- Optimization recommendations for scripts & qualification questions
How It Works (4 Deployment Steps)
Knowledge Standardization
Collect FAQ/documents/URL/CRM fields (products/packages/pricing/terms), select deployment channels.
Design Consulting & Qualification Flow
Define MQL/SQL criteria, qualification questions, routing rules and handoff.
Calendar/CRM Integration & Testing
Integrate Calendar/CRM/Email; create sample proposal/cart drafts; UAT in sandbox.
Go-live & Optimization
Open channels (Web, Zalo, Messenger/IG, WhatsApp, Telegram); monitor KPIs; optimize regularly.
Typical Use Cases (by Industry)
E-commerce/Retail
- Product Q&A, combo suggestions, draft order creation
- Check order status/inventory*
Education
- Program consulting, admission requirements
- Book consultation; send document checklist
Real Estate
- Pre-qualify finances & needs
- Schedule viewings, send legal docs, update CRM
Services/SaaS
- Demo/trial, package pricing, proposal
- Offer deadline reminders; post-sale ticket transfer
*Depends on integration & data scope.
Channels & Integrations
Communication Channels
CRM
Calendar & Booking
Payment
Ecosystem integration: push leads to Agentic AI Platform; combine with AI Social Media Automation to increase inbound.