AI Sales Chatbot

A customer asks at ten at night.By morning sales has a meeting booked.

The chatbot answers strictly from the documents you supply, clarifies needs and budget, proposes meeting slots, then hands over to sales with the whole conversation attached — on web, Zalo, Messenger, WhatsApp and Telegram.

On duty 24/7Including out of hours and weekends
5–15 daysReference rollout time
Multi-channelWeb · Zalo · Messenger · WhatsApp
InCard Conversations screen: a list of conversations from several channels, a label showing whether the AI or a person is replying, and one conversation just taken over by a person.
You can see who is replyingProduct screenshot · demo data

Four places orders slip away

You do not lose customers on the product.You lose them on a late reply.

People who want to buy usually ask the moment they think of it. The gap between the question and the answer is where the order slips away.

Out of hours

Questions arrive when nobody is on duty

Most messages arrive after hours and at weekends. Reply the next morning and the customer has already asked somewhere else.

While replying

Everyone advises differently

On the same question about price or terms, each salesperson answers differently — and nobody is sure which answer is right.

Before calling

No idea which lead to call first

The list is only names and numbers. Sales have to call everyone to find out who genuinely needs it and can afford it.

At closing

Booking and quoting are still manual

It takes several rounds of messages to agree a time, then a quote is written by hand for each person.

The chatbot does not replace sales.It handles the four gaps above so sales can spend their time on what genuinely needs a person: negotiating and closing.

Four jobs the chatbot takes on

Not just answering.It sets the work up for sales.

What separates it from an ordinary FAQ chatbot: it records, books and hands over — instead of stopping at one reply.

Answers strictly from the documents you supply

Load in FAQs, product documentation, website URLs, price lists and terms. The agent answers within that scope and does not infer beyond it.

  • Answers in Vietnamese or English as configured
  • Guardrails limit what it may answer
  • Questions outside scope go to a real person

Qualifies before handing over to sales

Asks the few questions that decide it — what they need, when, roughly what budget — then routes to the right owner.

  • Records the need, the timing and the budget they state
  • Routes by region, product group or sales team
  • The handover threshold is set by your company, not by the bot

Books meetings and drafts quotes

Proposes slots from the connected calendar’s real availability, sends a booking link and reminds before the meeting. Quotes stop at draft.

  • Proposes slots from a real calendar, not empty promises
  • Automatic reminders before the meeting
  • Orders and quotes always stay drafts awaiting approval

Writes to the CRM and reports

Every conversation leaves notes, a source channel and a status in the CRM — so sales know what happened before they arrive.

  • Records notes, source, owner and stage
  • Tags UTMs so you know which channel produces real customers
  • Reports booking rate and handover rate

Boundaries

How far the chatbot goes.And where it stops.

The first worry everyone has is whether the bot will close something wrongly. So the boundaries are set at configuration time, not patched after it happens.

The bot does this itself

Things with a clear answer in the documents you approved.

  • Answer questions within the loaded documents
  • Ask follow-up questions about need and timing
  • Propose meeting slots from real availability
  • Write notes and source channel into the CRM
Needs a person to confirm

The bot prepares it; a person presses the final button.

  • Quotes and orders — drafts only
  • Discounts or prices outside the approved list
  • Changes to terms, deadlines or commitments
  • Closing contracts and taking payment
The bot does not do this

Beyond this scope the conversation goes to a real person.

  • Answer anything not in the loaded documents
  • Promise outcomes or make commitments beyond its authority
  • Read data beyond the permissions granted
  • Close orders or take money from customers by itself

Everything leaves a trace

Sales can see what happened before they arrived.

Every conversation leaves a status, a source channel and an owner. Leads nobody has taken, or that are overdue for follow-up, surface instead of sitting silently in an inbox.

Product screenshot with demo data — not a promise of results.

InCard Leads screen: open leads, leads with no salesperson assigned, leads overdue for follow-up, and the 30-day conversion rate.

Channels and integrations

Answers where the customer messages.Records where sales works.

How deep each connection goes depends on the platform’s API and permissions, so each level is stated explicitly rather than listed as equal.

Conversation channels

  • Web chatPublic API available
  • Zalo OAPublic API available
  • Messenger / Instagram DMNeeds assessment
  • WhatsAppPublic API available
  • TelegramNeeds assessment
  • EmailPublic API available

CRM

  • HubSpotPublic API available
  • ZohoPublic API available
  • OdooNeeds assessment
  • SalesforceOn the roadmap

Calendars and booking

  • Google CalendarPublic API available
  • CalendlyPublic API available
  • Cal.comNeeds assessment

Orders and payment

  • Draft orders in chatPublic API available
  • Payment linksNeeds assessment
  • Ecommerce APIsNeeds assessment
The list above shows the direction of integration, not a promise it is ready out of the box.Final scope is agreed after reviewing the APIs, permissions and data architecture of the systems you run.

Product interface

From conversation to order, visible on one screen.

The five main screens of the AI Sales Chatbot.

The product has both a Vietnamese and an English interface — the screenshots below are from the English one.

Sales overview — Conversations, phone numbers captured, orders closed and revenue attributed to the Chat Agent.
Sales overviewConversations, phone numbers captured, orders closed and revenue attributed to the Chat Agent.
Conversations — With the day’s to-do list, ordered by customer priority.
ConversationsWith the day’s to-do list, ordered by customer priority.
Pipeline — Leads split by stage: New · In conversation · Quoted · Closed.
PipelineLeads split by stage: New · In conversation · Quoted · Closed.
Channel connections — Messenger, Zalo OA and WhatsApp Business — the bot replies on whichever channel you switch on.
Channel connectionsMessenger, Zalo OA and WhatsApp Business — the bot replies on whichever channel you switch on.
Chat widget customisation — Change colours, button style and logo; the preview updates immediately on the right.
Chat widget customisationChange colours, button style and logo; the preview updates immediately on the right.

Frequently asked questions

Before you let the bot talk to your customers.

What sales teams usually want cleared up about how far automation goes, what data to prepare and how results are measured.

Next step

See the chatbot running on your own data.

A demo using your own documents and sales scripts, so you can see how far the bot answers and where it stops.

  • An ordinary chatbot stops at the reply. This one also books against real availability, drafts quotes, writes to the CRM and hands over to sales with the whole conversation — so sales do not have to ask the customer everything again.

    The difference is what it leaves for sales, not just what it answers.