Generative AI for sales

Generative AI for sales is the use of large language models (LLMs) — such as those from OpenAI, Anthropic (Claude) and Google (Gemini) — inside the CRM and the support channels to answer customers, qualify leads and take repetitive work off the team. Unlike a button-tree chatbot, the model understands the customer's sentence and writes the reply.

Where it fits in the sales process

• First reply and the usual questions: price, hours, lead time, availability — based on the company's material.
• Qualification: the agent asks the questions the company defined before handing the lead over.
• Summaries of long conversations for whoever takes over.
• Pipeline moves: moving the deal to the next stage and applying a tag when the script is complete.

How it works on CRPRO

The WhatsApp AI agent replies using the instructions and material the company registers and hands the conversation to a person when the topic goes off script. The Scale plan includes up to 500 conversations a month handled by the agent; with the company's own key from OpenAI, Anthropic (Claude) or Google (Gemini), usage is billed directly by the provider.

Risks to manage

The model can be wrong or make things up when the question goes beyond the material. The controls that work: instructions that say what cannot be promised, up-to-date support material, handoff to a person when the agent does not know, a reviewable history of everything the AI sent, and care not to send the model sensitive data it does not need.