AXL for sales teams

Turn the first question into the next meeting.

Qualify enquiries with AI, book a consultation and let your sales team continue the conversation with the customer history in front of them.

Example workflow
  1. New enquiry

    The agent asks your qualification questions.

  2. A useful meeting

    The customer chooses a real available slot.

  3. Personal follow-up

    Your salesperson reviews the context and calls.

From first contact to follow-up

Give each conversation a next step.

Qualify an enquiry

Ask about the customer’s needs, timing and fit. Give the agent your qualification criteria and the facts it may use.

Offer a consultation

Attach a booking page so the agent can check availability and book during the conversation.

Call with context

Use the browser phone for the personal sales conversation. Keep notes and review previous activity from the contact.

Follow up on the result

Configure a reminder, task or message for the next step. Use call outcomes to choose which branch should run.

Inside your workspace

Know what happened before you call.

Keep contact details, assigned teammates and customer activity together. Your salesperson can see the enquiry, booking and past conversations before starting a new one.

AXL customer profile and activity timeline
Illustrative AXL interface with demo data. Open to see the full view.
  • Customer history

    Review the actions and conversations behind the enquiry.

  • Responsible teammate

    Keep the person handling the relationship visible.

  • Follow-up tasks

    Configure the next step around the customer’s answer.

Set up with your AI Assistant

Start with the job you need done.

Try this instruction

Create an agent that asks what the customer needs and when they want to start. Offer a consultation from our booking page and prepare a follow-up for the sales team.

  1. 1. Define a qualified enquiry

    Write the questions and criteria your team actually uses. Add accurate product and service information.

  2. 2. Connect the next step

    Attach the consultation booking page and select the number or chat channels the agent should use.

  3. 3. Test both paths

    Try a good-fit enquiry and one that needs human help. Review the booking, contact details and follow-up.

Review the assistant’s configuration before enabling it. Number purchase, rental, calling and AI usage have separate charges. See usage pricing

Questions

Before the first sales conversation

A few practical details to help you plan the setup.

Can the agent book a meeting during the conversation?

Yes. Attach the booking pages it may use. The agent can check available slots and book an appointment while talking to the customer.

Can it follow up when a call is not answered?

Configure the outbound call scenario with separate outcomes such as completed, not answered or voicemail. Each outcome can lead to a different task or message through a connected channel.

Does qualification work in chat as well as voice?

You can configure a chat agent for selected connected channels, or a voice agent for calls. Give each agent the qualification instructions and booking resources it needs. Human handoff is available in chat.

Start with one useful workflow

Make the first conversation count.

Connect the business knowledge, conversations and follow-up your team needs in one AXL account.

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