Features - SalesPilot AI

Platform Capabilities

Your AI Sales Assistant, Fully Automated

SalesPilot AI handles the heavy lifting of customer communication, qualifying leads and handing off serious buyers to your team.

AI Knowledge01 // AI

Train AI on Your Business Data

Upload your product catalogs, pricing, FAQs, and policies. SalesPilot AI learns your specific business details to provide accurate, brand-aligned responses instantly.

Instant sync with your product database

Automatic FAQ extraction and training

Strict adherence to your pricing policies

Engine: SalesPilot-Brain-v1

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demo::knowledge

Sample Data

Knowledge Base

Sync Status

Business InfoTrained

Sales Dashboard02 // AI

Manage Leads & Conversations

Track every WhatsApp conversation in one place. Monitor lead status, view conversation history, and identify hot leads ready for your sales team to close.

Real-time lead qualification tracking

Automated hot lead alerts for sales

Unified inbox for AI and human chats

Module: SalesPilot-CRM-Core

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demo::dashboard

Sample Data

Lead PipelineLive

Lead Detail

Customer: Rahul…

Human Handoff03 // AI

Seamless Agent Takeover

When a customer is ready to buy or has complex needs, the AI hands the conversation to your human sales team with a full summary of the lead's requirements.

Instant notification for sales agents

Full context transfer for smooth handoff

Manual takeover controls for any chat

Protocol: Handoff-Sync-v2

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demo::handoff

Sample Data

Agent Handoff

Agent Takeover

Status: Ready

Active

Follow-Up04 // AI

Automated Lead Follow-Up

Never lose a potential sale. SalesPilot AI automatically follows up with interested customers who haven't purchased, keeping your brand top-of-mind.

Smart timing for follow-up messages

Personalized outreach based on interest

Conversion tracking for follow-up flows

Engine: SalesPilot-FollowUp-AI

Learn More

demo::followup

Sample Data

Follow-Up EngineAutomated

Send Follow-Up

// Follow-up Payload

{

"action": "send_message",

"template": "follow_up_v1",

"status": "pending"

}

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Support & Setup

Frequently Asked Questions

Answers to common questions about WhatsApp integration, AI safety, and team collaboration.

Yes, SalesPilot AI integrates directly with your active WhatsApp Business account.

You can connect your existing number via our secure API integration. Your current conversations and contacts remain accessible, and the AI begins assisting immediately upon activation.

API.connect('whatsapp_business_id') -> Sync Verified

Ready to Sync