The question is no longer “should we use AI?”. Today it is “where in the commercial process do we place an agent, and with what controls?”. The difference between an experiment and a real business lever is defined right there.
Three places where AI pays for itself
- Initial qualification: classifies intent and urgency in under 5 seconds.
- Conversational follow-up: replies to messages out of hours without sounding generic.
- Operational summaries: turns long conversations into actionable notes for the salesperson.
Models we recommend today
- Claude for long conversations and tasks with extensive context.
- OpenAI for fast classification and tooling with a strong ecosystem.
- Self-hosted open models when token cost dominates the equation.
Human-in-the-loop is still mandatory
AI scales the first touch and the summary, not the commercial decision. In every flow we keep explicit handoff points so a human approves quotes, contracts or any step with reputational impact.
TagsAISales opsCRMAutomation