Answer routine enquiries, prepare order information and route decisions to the right person.
Sales teams lose time answering the same questions and organising incomplete requests.
Sales teams often spend their best hours repeating product, price, stock and delivery information. A Sales Assistant Agent handles the structured first response, prepares the request and sends exceptions to a person who can make the commitment.
Faster first responses with clear handoff for quotes, exceptions and approvals.
Begin with a bounded process where source information, decisions and exceptions can be clearly defined.
Answer common product and availability questions from approved catalogue data.
Collect requirements and prepare a complete, review-ready request for the sales team.
Provide approved status information and route delays or changes to the correct owner.
Routine processing is automated while decisions and exceptions remain visible.
Configured around approved data, business rules and an accountable review point.
Configured around approved data, business rules and an accountable review point.
Configured around approved data, business rules and an accountable review point.
Configured around approved data, business rules and an accountable review point.
People approve quotes, special pricing and commitments before they are sent.
A pilot starts with a defined enquiry type, an approved product source and clear escalation rules. FreedomX tests the agent against real examples, measures answer quality and refines the workflow before adding more channels or commercial scenarios.
FreedomX configures and manages the workflow. Customer-designated owners retain final authority over sensitive actions and business decisions.
The answers shape scope, integration effort and the level of human control.
Usually, subject to the available APIs, permissions and data quality. FreedomX confirms the connection design during discovery.
It can prepare quotation information, but commercial commitments and exceptions should remain subject to your approval policy.
We begin with the process owner, a representative set of product data, pricing rules, inventory data, the current workflow and the decisions that must remain with people. Discovery confirms the exact data, permissions and integration boundary before a pilot is proposed.
The pilot establishes a baseline and tracks practical measures such as first-response time, percentage of enquiries resolved without rework, sales hours returned to higher-value conversations. FreedomX reviews quality, exceptions and human intervention before recommending a wider rollout.
Use these practical guides to define the use case, controls and evidence required for a responsible pilot.
AI agent guide
Understand how an agent differs from a chatbot or fixed automation.
Read the guidePilot planning
Compare candidate processes using value, data readiness, risk and measurement.
Use the five testsDeployment readiness
Review ownership, permissions, human approval and monitoring before launch.
Open the checklist