Sales Consult AgentAnswer every buyer question like your best closer, at 3 a.m.
Sales Consult turns your approved knowledge into fast, accurate answers, battlecards and proposal drafts, then hands warm buyers to a human the moment judgment is needed.
Expected outputs
Intelligence agent · inside your own accounts
What it hands you
- Approved knowledge base map with source ownership
- Objection-handling library in ES, PT, RU and EN
- One-page competitor battlecards with sources and dates
- Proposal draft templates with marked assumptions
The Sales Consult Agent answers inbound buyer questions and equips sales teams using only the client's approved knowledge base. It handles objections, builds competitor battlecards, drafts proposals and FAQ answers in ES, PT, RU and EN, and hands the conversation to a human closer with the full context when a deal needs judgment.
Your best answers live in one person's head. Buyers are asking everyone else.
Expert knowledge in crypto, fintech and SaaS is specific: fees, limits, licensing, integrations, settlement times. When a buyer asks at midnight, in Portuguese, on Telegram, the answer is either slow, generic or wrong. Every one of those moments is a deal deciding whether it trusts you.
- Leads that go cold during the hours or days it takes to find the one person who knows the answer.
- Reps rewriting the same objection response from memory, with different claims each time.
- Proposals that take a day to assemble and still miss what the buyer cared about.
- A real risk of outdated or off-policy claims reaching buyers in regulated categories.
- New hires who need months to sound like your top performer.
A grounded expert that knows when to stop and fetch a human
Sales Consult is built on your approved knowledge base: product docs, pricing rules, compliance wording, case material you have cleared. It answers only from that source, cites where an answer came from, and says so when it does not know. Anything involving price negotiation, contracts or an emotional buyer goes to your closer with a summary.
Before
- Answers depend on who is online.
- Objections handled from memory, claims vary.
- Proposals rebuilt from scratch each time.
- New reps learn by shadowing for months.
After
- Instant, sourced answers in four languages.
- One tested response per objection, kept current.
- Proposal drafts ready for the closer to finalize.
- New reps ramp from a living answer library.
What the Sales Consult agent actually does
- 01
Grounded answers with source references
Each answer is drawn from your approved knowledge base and shows the source document, so reps and reviewers can verify a claim in seconds. If the base is silent, the agent escalates instead of improvising.
- 02
Objection handling library
Builds and maintains responses to the objections your buyers actually raise, such as price, trust, switching cost and compliance, in your voice and in four languages.
- 03
Competitor battlecards
Turns public competitor information and your positioning into one-page battlecards: where you win, where you do not, and what to say when the comparison comes up. Facts carry sources and dates.
- 04
Proposal and quote drafts
Assembles a first-draft proposal from your templates and the discovery notes, with scope, assumptions and next steps clearly marked for your closer to finalize.
- 05
FAQ and pre-sales answers
Handles common inbound questions on your site, Telegram or chat, with answer-first replies that can also seed your public FAQ and AI-search content.
- 06
Human handoff with context
When a buyer asks about contracts, custom pricing or anything outside the approved base, the agent passes a short brief to a named closer: who they are, what they asked, what was answered.
From brief to approved output in four steps
Every step is visible in your approval queue. Nothing is published, sent, or spent until a named person signs it off.
- 1
Load and approve the knowledge base
We collect your product, pricing, compliance and positioning material, mark what is approved for buyer-facing use, and set the rules for what the agent must never claim.
- 2
Map questions and objections
From your sales calls, chats and inboxes we build the real list of questions and objections, then draft answers and battlecards against the approved base.
- 3
Answer and assist
The agent answers inbound questions, prepares reps before calls, and drafts proposals. Uncertain or sensitive topics are flagged, not guessed.
- 4
Human review and closer handoff
Battlecards, proposals and any new answer pattern are approved by your team before use. Live deals pass to a human closer with a summary of the thread and the open questions.
How the Sales Consult agent changes your numbers
Mechanisms, not promises: what moves, why it moves, and which KPIs prove it in your own data.
Time to decision
Buyers decide faster when their questions are answered while interest is high. Instant, accurate answers remove the waiting that lets alternatives creep in and attention fade.
KPIs to watch
- First response time
- Time from inquiry to qualified call
- Inquiry-to-meeting rate
Win rate through consistency
A single approved answer for each objection, kept current, means every rep argues from the same strongest ground. Weak, improvised claims are replaced by tested language.
Illustrative, assumption-based: if a team spends two hours per proposal on assembly and drafts handle most of that, ten proposals a month frees roughly a working day for live selling. Your own numbers will differ.
KPIs to watch
- Stage-to-stage conversion
- Win rate against named competitors
- Objection-to-recovery rate
Rep ramp time
New reps learn from a live library of approved answers and battlecards rather than shadowing for months. The same knowledge also trains the agent, so teaching compounds.
KPIs to watch
- Time to first qualified meeting
- Rep ramp time
- Share of calls using approved materials
Compliance and brand risk
Answers are limited to approved wording with source references, which makes review quick and removes the quiet drift of reps paraphrasing regulated claims.
KPIs to watch
- Off-policy claim flags
- Compliance review turnaround
- Escalation rate to human
How the Sales Consult agent plays out in your category
Each category has its own constraints, channels, and compliance limits. Here is how the work adapts.
Crypto & Exchanges
Crypto & Exchanges playbookAnswer fee, limit, settlement-time and security questions from approved wording only, with no price predictions or return talk, and escalate anything touching KYC edge cases to a human.
FinTech & Payments
FinTech & Payments playbookEquip reps with compliance-reviewed answers on licensing, integration and settlement, and draft RFP and proposal responses that your legal reviewer approves before they go out.
SaaS & AI Products
SaaS & AI Products playbookHandle pre-sales questions on integrations, security reviews and plan fit, and prepare battlecards against the tools buyers compare you with.
E-commerce & Marketplaces
E-commerce & Marketplaces playbookAnswer partner, wholesale and marketplace questions about terms and logistics, and draft quotes for B2B buyers from your approved price rules.
iGaming & Betting
iGaming & Betting playbookSupport partner and affiliate managers with approved terms and payout answers, keeping age-gating and responsible-gaming language in every reply and never implying winnings.
Agents that work alongside Sales Consult
Lead Hunter Agent
Intelligence
Your best prospects announce themselves in public threads, groups and forums long before they fill in a form. Lead Hunter finds those moments, qualifies them, and hands your team a warm, approved first message.
Open pageCopywriter Agent
Production
The Copywriter Agent drafts articles, landing copy and sequences with named expert authorship, structured data and FAQ blocks, and holds each draft for your sign-off.
Open pageData Collector Agent
Intelligence
Data Collector gathers permitted market and competitor signals on a schedule and files each one with its source and timestamp, so decisions rest on evidence, not memory.
Open pageCMO Orchestrator
Orchestrator
The CMO Orchestrator breaks a goal into tasks for every agent, holds each task to your approval gates and budget limits, and shows you one live view of what is running.
Open page
Packages that deploy this agent
Command Center Setup
From $14,500
All eight marketing modules configured for your brand, market, and languages in one bounded build.
Open pagePositioning & Brand System
From $9,200
Stand apart from the category with a clear position and a brand kit people recognize.
Open pageFunnel Audit & Bottleneck Fix
From $4,500
Find the one stage where customers drop out and fix it first.
Open page
The fair questions, answered straight
Will an AI say something wrong and hurt our brand?
It can only answer from the knowledge base you approve, and it cites the source. If the base does not cover a question, it escalates rather than guessing. New answer patterns and every proposal are reviewed by your team before use, so a wrong claim has to pass a human first.
Is it worth the price versus hiring another rep?
It is a different job. A rep sells; this agent removes the waiting, the rewriting and the knowledge gaps around the rep. Sprints start from $4,500 with a written scope, so you can judge the cost against hours saved before committing to anything larger.
We already have an agency and a sales team.
Good, they keep the relationship. Sales Consult supports them with consistent answers and drafts, and everything it learns is stored in your workspace. If you move on, the knowledge base, battlecards and runbooks stay with you, so there is no lock-in.
Frequently asked questions
What does the Sales Consult Agent do?
The Sales Consult Agent answers buyer questions from your approved knowledge base, handles objections, builds battlecards and drafts proposals. It works in Spanish, Portuguese, Russian and English and hands live deals to a human closer with a short brief, so buyers get speed and your team keeps control of the relationship.
Where does it get its answers?
Only from material you have approved for buyer-facing use, such as product documentation, pricing rules and compliance wording. Each answer references its source. If the knowledge base has no answer, the agent says so and escalates, which keeps invented claims out of regulated conversations.
Can it talk to buyers without a human?
It can answer routine questions you have approved, but pricing negotiation, contracts, complaints and edge cases are handed to a human closer. You decide which question types the agent may answer directly, and every new answer pattern is reviewed before it goes live.
How do battlecards stay accurate?
Battlecard facts come from public competitor information and carry a source and a date. The agent flags cards that are due for review, and your team approves every update. Claims about competitors are kept factual and verifiable, never inflated, so a rep can defend each line on a live call.
How do we get started?
Book a scoping call. We review your sales material, agree which questions the agent may answer, and write the scope with acceptance criteria. Sprints start from $4,500, and the knowledge base, runbooks and configuration are handed over in your own accounts.
Zero-risk next step
Put the Sales Consult agent to work on your next quarter.
Start with a bounded sprint: written scope and acceptance criteria first, approval gates on every output, and a handoff you own. No payment is taken when you send a request.
The platform page shows a labeled demo of the agent org chart with illustrative data; client results are shared privately and with approval.