Keep every lead moving

AI Sales Assistant

An AI Sales Assistant supports your team with prospect research, qualification, follow-up, CRM activity, meeting preparation, and opportunity tracking. Your people retain control of relationships, negotiation, and closing decisions.

Role profile

Role & responsibilities

Supports lead research, qualification, follow-up, CRM updates, and sales preparation.

Skills & knowledge

Configured around your offer, ideal customer, sales process, approved messages, and handoff rules.

Tools & boundaries

Can be configured around approved CRM, calendar, research, and communication systems.

How deployment works

01 — Learn the workflow

WHOX maps how leads enter, move through, and leave your current sales process.

02 — Define the role

We document the work the employee owns and the decisions that remain with your sales team.

03 — Configure skills

The employee receives approved research, qualification, follow-up, and CRM workflows.

04 — Test and deploy

We test representative leads and edge cases before the employee enters the workflow.

05 — Keep optimizing

WHOX improves the role as your market, offer, and sales process evolve.

Where this role can work

Professional Services

Agencies

Real Estate

Built around real business work

Every AI employee starts with a defined role, clear responsibilities, and measurable boundaries.

Defined Roles

Built around a real job description

Employees receive only the tools, information, and permissions required for their work.

Appropriate Access

Permissions configured by responsibility

Company knowledge and approved workflows give each employee the context to work usefully.

Business Knowledge

Grounded in how your company operates

People remain responsible for judgment, exceptions, important relationships, and final decisions.

Human Oversight

Humans stay in control

Roles can be reviewed and improved as workflows, policies, and business needs change.

Continuous Optimization

Improved as the work evolves

Every AI employee starts with a defined role, clear responsibilities, and measurable boundaries.

Defined Roles

Built around a real job description

Employees receive only the tools, information, and permissions required for their work.

Appropriate Access

Permissions configured by responsibility

Company knowledge and approved workflows give each employee the context to work usefully.

Business Knowledge

Grounded in how your company operates

People remain responsible for judgment, exceptions, important relationships, and final decisions.

Human Oversight

Humans stay in control

Roles can be reviewed and improved as workflows, policies, and business needs change.

Continuous Optimization

Improved as the work evolves

Every AI employee starts with a defined role, clear responsibilities, and measurable boundaries.

Defined Roles

Built around a real job description

Employees receive only the tools, information, and permissions required for their work.

Appropriate Access

Permissions configured by responsibility

Company knowledge and approved workflows give each employee the context to work usefully.

Business Knowledge

Grounded in how your company operates

People remain responsible for judgment, exceptions, important relationships, and final decisions.

Human Oversight

Humans stay in control

Roles can be reviewed and improved as workflows, policies, and business needs change.

Continuous Optimization

Improved as the work evolves

Every AI employee starts with a defined role, clear responsibilities, and measurable boundaries.

Defined Roles

Built around a real job description

Employees receive only the tools, information, and permissions required for their work.

Appropriate Access

Permissions configured by responsibility

Company knowledge and approved workflows give each employee the context to work usefully.

Business Knowledge

Grounded in how your company operates

People remain responsible for judgment, exceptions, important relationships, and final decisions.

Human Oversight

Humans stay in control

Roles can be reviewed and improved as workflows, policies, and business needs change.

Continuous Optimization

Improved as the work evolves

Who could your next AI employee be?

Build an AI Employee