Sales Agent — AI That Qualifies, Quotes, and Follows Up | ViviScape

Sales Agent

You did not hire salespeople to update a CRM. But that is where a third of the week goes, and it is why the follow-up on last month's quotes never happened.

The Process

The work today, and the work after.

The work today

Admin dressed up as selling

  • Inbound leads sit for hours or days before anyone responds
  • Qualification depends on whichever rep happens to pick it up
  • Contact and company details are typed into the CRM by hand, badly
  • Quotes are rebuilt from an old spreadsheet and a remembered price
  • Follow-up sequences stop after the second attempt
  • Open quotes age out because nobody was watching the list
  • The pipeline report is a guess because the CRM is out of date
What the agent does

The rep gets the conversation, not the admin

  • Responds to every inbound lead within minutes, on any channel
  • Qualifies against your written criteria and enriches the record
  • Creates and maintains clean CRM data without anyone typing it
  • Routes to the right rep or territory with a written summary
  • Prepares quotes from the live price list and current availability
  • Runs the full follow-up cadence on quotes and stalled opportunities
  • Flags aging quotes and at-risk deals before they go quiet
Layer 3 — ViviScape Connect

Which systems it touches

Keep the systems that work. The agent operates inside them through ViviScape Connect.

CRM Email & Microsoft 365 Price lists & contracts ERP availability & history Website forms & chat Calendars & meeting booking Quote & proposal tools
Layer 2 — ViviScape Work

Where a human approves

The agent prepares and persists. A rep still owns the number and the relationship.

Always routed to a person
  • Any quote before it is sent, and any price outside the standard list
  • Discounts, custom terms, and non-standard lead times
  • Strategic, named, and enterprise accounts
  • Anything that commits capacity or a delivery date
  • Contract language, renewals, and legal review
What Work gives you
  • An approval queue with the draft quote and the pricing basis attached
  • Assignment rules by territory, product line, and account tier
  • Audit history of every touch, quote, and follow-up the agent sent
  • Reporting on response time, qualification accuracy, and quote-to-close
  • Guardrails on outreach volume and tone so the brand stays intact
What It Costs

No seats. No per-user pricing.

Implementation ~$15K one-time, all in
Managed operation $2K–$5K per month

Implementation covers qualification criteria, the Connect integrations, approval design, and tuning against your real pipeline. Start with the $497 Manual Work Tax Diagnostic to size the recoverable hours first.

Start the $497 Diagnostic
What work disappears?

CRM data entry, and follow-up that goes cold.

  • Typing lead and contact details into the CRM after every call
  • Manually researching and enriching inbound leads
  • Rebuilding a quote from an old spreadsheet and a remembered price
  • Writing the same three follow-up emails over and over
  • Scrubbing the pipeline before the forecast meeting
  • Losing quotes to silence because nobody circled back

What stays human: the pricing call, the negotiation, and the relationship. Your reps get more of those and less of the keyboard.

The Rest of the Workforce

Eight agents. Start with one.

Order Entry CSR Dispatch Scheduling Billing Document Customer Service Sales
Next Step

How many quotes went quiet last quarter?

The Manual Work Tax Diagnostic prices the admin hours in your sales week and the revenue that leaks out of unattended follow-up.

Book the $497 Diagnostic