What job does the Sales Assistant do?
Modeled on Kalruck's Sales Consultant template, the Sales Assistant uses your Brain to answer pre-sale questions and qualify interest, then hands organized context to your team.
Understands leads
Reads what a prospect is asking about and what they need.
Answers product/service questions
Responds using your Brain's product and service information.
Follows up
Keeps a thread going with a prospect inside AI Workspace.
Prepares context for sales teams
Summarizes the conversation so your team isn't starting cold.
Helps move enquiries forward
Captures next steps and interest level for handoff.
What does it use from your Brain?
The Sales Assistant doesn't own its own knowledge — it consumes your Brain, the same trusted source every other Assistant uses.
- Products & services
- Pricing
- Sales FAQs
- Website content
- Approved instructions
A typical sales enquiry
What it can do
Grounded product answers
Answers pre-sale questions using your Brain, not generic sales scripts.
Lead qualification
Asks clarifying questions to understand fit before handing off to your team.
Conversation summaries
Prepares a summary of the enquiry for your sales team to review.
How the Sales Assistant works with your team
AI Assistance participate in AI Workspace alongside your team — the shared place where conversations, tasks, and files live together.
Threaded conversations
Every lead conversation is a thread your sales team can review.
Tasks & follow-ups
Enquiries that need a human touch can become tasks for your team.
Evidence
Referenced product or pricing details stay attached to the thread.
Reactive — available today
The Sales Assistant responds when a lead asks a question via chat on your website or in AI Workspace.
Proactive — planned
Automatic outbound follow-up (e.g. the Assistant proactively re-contacting a lead on a schedule) is not available today — this Assistant responds to enquiries, it does not initiate contact on its own.
See the full picture at AI Workspace.
Where the Sales Assistant fits
See a fuller picture of how this Assistant fits into a real business, industry by industry.
What the Sales Assistant helps you get
- More leads
- Faster decisions
- Better follow-up
- Less repetitive work
- Better handoffs
Frequently asked questions — Sales Assistant
What is a Sales Assistant?
It's an AI Assistant, based on Kalruck's Sales Consultant template, that answers pre-sale questions and qualifies leads using your Brain.
Can it answer pricing questions?
Yes, if pricing information is included in your Brain — it will not invent pricing that isn't there.
Does it close deals automatically?
No. It qualifies interest and prepares context; closing a sale remains a job for your sales team.
Can a human take over the conversation?
Yes — conversations happen as threads in AI Workspace, and your team can step in at any point.
How does it use the Kalruck Brain?
It searches your Brain for approved product, service, and pricing information before answering.
What channels does it work on?
Your website's public chat widget and AI Workspace. Phone and SMS are not currently supported.
Can I customize its instructions?
Yes — you control the Brain content and approved instructions it works from.
Does it follow up with leads automatically over time?
Not today. Automatic scheduled outbound follow-up is not a current capability of this Assistant.
Put the Sales Assistant to work on your Brain
Start free and configure it for your business, or explore the full AI Workforce.