Leads are going cold while your team handles everything manually.

A sales AI employee that captures, qualifies and moves opportunities through your sales process. Typical workflows include Capture and qualify new leads; Ask qualification questions; Answer product and service questions and Create or update customer and lead records.

It uses the business knowledge, instructions, permissions and connected tools configured for the workflow. Teams should provide current, approved information and test the answers before relying on them in customer-facing work.

Polyosync supports configured integrations and tools. Relevant system categories for this solution include CRM, Calendar, Email & messaging, Business knowledge. The exact actions available depend on the integration, permissions and employee configuration.

A basic chatbot is often focused on answering conversational prompts. A Polyosync AI Employee is configured around a defined role, business knowledge, approved tools, permissions and workflow steps, with human escalation where configured. The exact work it can perform depends on its setup and connected systems.

The workflow can be configured to escalate exceptions or requests that need human judgement. Teams should define escalation rules and decide which actions require approval.

Start with one clearly defined workflow, configure the employee's role and business knowledge, connect only the required tools, and test representative scenarios before expanding its responsibilities.