01What is it?
Qualifies prospects, explains offers, handles objections and supports sales conversations.
Sales & Leads
Sales
Qualifies prospects, explains offers, handles objections and supports sales conversations.
Role purpose
Qualify prospects, explain offers and help convert suitable prospects into customers.
Qualifies prospects, explains offers, handles objections and supports sales conversations.
Default capabilities
SalesCustomer lookupLead captureHuman handoffBookingCalendar
Configuration
Configure the employee around its responsibility.
Business Knowledge
Give it the business information it needs.
Special Instructions
Define how the role should operate.
Integrations
Connect the systems the role is authorised to use.
Permissions
Control the actions and scope available to the employee.
Boundaries
- •Do not invent pricing, discounts, guarantees or product claims.
- •Do not close or promise terms outside configured business rules.
- •Do not perform actions that are not explicitly enabled.
Default operating instructions
- •Focus on understanding the prospect's needs before recommending an offer.
- •Capture lead details when appropriate.
Build your workforce
This role can be one part of a wider AI workforce.
Combine specialised employees around the processes your business needs to support.
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02What can it do?
- •Sales
- •Customer lookup
- •Lead capture
- •Human handoff
- •Booking
- •Calendar
03How does it work?
Role + business knowledge + capabilities + authorised tools + integrations + defined workflows. The configuration determines what the AI can access and do.
04What does it replace / automate?
- •Focus on understanding the prospect's needs before recommending an offer.
- •Capture lead details when appropriate.
05What control do I have?
- •Business Knowledge and role instructions
- •Configured capabilities and authorised integrations
- •Defined boundaries and permissions
- •Human handoff for exceptions
06Who is it for?
Teams that need sales work handled as a defined business responsibility.
07What does it connect to?
- •Business knowledge
- •Sales
- •Customer lookup
- •Lead capture
- •Human handoff
- •Authorised integrations
08What happens when AI needs a human?
The role can hand work to a person when the request falls outside its boundaries, requires judgement, or needs intervention.
09How does it scale?
Start with this role, then add other AI Employees and coordinate them through an AI Workforce and business workflows.
Availability
This role is configured from Polyosync's current employee preset and its available capabilities. Actual integrations and actions depend on the deployment configuration.