01What is it?
A sales AI employee that captures, qualifies and moves opportunities through your sales process.
Role solution
Turn incoming demand into organised sales work.
Capture enquiries, qualify prospects, answer business-specific questions, book meetings and hand high-intent opportunities to your team.
What work gets done?
From incoming request to completed work.
01
Capture and qualify new leads
Handled by an AI Employee using your business knowledge, authorised tools and defined workflows.
02
Ask qualification questions
Handled by an AI Employee using your business knowledge, authorised tools and defined workflows.
03
Answer product and service questions
Handled by an AI Employee using your business knowledge, authorised tools and defined workflows.
04
Create or update customer and lead records
Handled by an AI Employee using your business knowledge, authorised tools and defined workflows.
05
Book meetings and follow up
Handled by an AI Employee using your business knowledge, authorised tools and defined workflows.
06
Escalate high-intent or exceptional conversations
Handled by an AI Employee using your business knowledge, authorised tools and defined workflows.
How it connects
Work across the systems your team already uses.
Connect knowledge, tools, integrations and permissions so the AI Employee can complete work instead of only generating replies.
CRM
Calendar
Email & messaging
Business knowledge
Business result
Faster first response
More consistent qualification
Less manual sales administration
One role. Part of a larger AI workforce.
Start with this role, then coordinate it with other AI Employees, automations and business processes as your operation grows.
Explore AI Workforce →Copy system
Understand Sales AI Employee before you buy it.
Every Polyosync page answers the same operational questions. No vague AI claims: what it is, what it does, how it operates, what it automates, and where people stay in control.
02What can it do?
- •Capture and qualify new leads
- •Ask qualification questions
- •Answer product and service questions
- •Create or update customer and lead records
- •Book meetings and follow up
- •Escalate high-intent or exceptional conversations
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?
- •Faster first response
- •More consistent qualification
- •Less manual sales administration
05What control do I have?
- •Role instructions and business knowledge
- •Authorised capabilities and tools
- •Permissions and action boundaries
- •Human escalation for exceptions
06Who is it for?
Teams that need sales ai employee work handled as an operational role.
07What does it connect to?
- •CRM
- •Calendar
- •Email & messaging
- •Business knowledge
08What happens when AI needs a human?
Exceptions can be escalated to the relevant person with the conversation and work context preserved.
09How does it scale?
Start with this role, then add other AI Employees and connect the role into a broader AI workforce or business process.
Availability
The role description reflects the current solution definition; actual actions depend on the configured employee, tools and integrations.