Department playbook
Sales: AI takes the standard questions. Your team takes the customers.
24/7 standard enquiries, quote and contract drafts, channel price checks, order confirmations and weekly reports are handled by AI employees; visits, negotiation and pricing stay with sales.
Pain points
What Sales spends the day on
Missed enquiries
Evening and peak enquiries go unanswered; leads go cold.
Slow quotes
Every quote needs price checks and template edits.
Reporting overhead
Half a day every week spent on weekly reports.
Role task breakdown
Example: Sales assistant — what goes to AI
Structure from the reference report; time shares are samples, measured per role in the diagnostic.
Sample
| Task | Time share | Mode | AI employee | Human retains |
|---|---|---|---|---|
| Standard enquiries | 25% | AI executes | Customer Q&A Agent | Complex needs |
| Quote and contract drafts | 20% | AI assists | Contract Review Agent | Pricing and terms |
| Channel price checks | 10% | AI executes | Channel & Order Agent | Price changes |
| Order confirmation and weekly report | 20% | AI executes | Reporting Agent | Spot checks |
| Customer visits and negotiation | 25% | Human core | — | Fully retained |
AI employees
The AI employees for this department
Customer Q&A Agent
- 24/7 standard answers
- Intent detection and lead scoring
- Hand-offs with full context
Boundary: Never commits to price or terms
Channel & Order Agent
- Price and stock consistency checks
- Order confirmation and alerts
- Channel data roll-up
Boundary: Price changes decided by people
Reporting Agent
- Automatic sales roll-up
- Weekly report with variance notes
- Action item tracking
Boundary: Conclusions confirmed by owners
Results
What changes
Figures are sample models or targets.
5 → 2Sales admin (sample, modeled)
0Order errors (modeled target)
24/7Standard enquiries
Start with sales?
Enquiries and quotes are where owners see "how much faster" first.