What is the Sales Assistant?

The Sales Assistant is an AI-powered calling feature that helps you engage with buyer introductions through automated phone calls.

How It Works

The Sales Assistant can:

• Make outbound calls to buyer introductions

• Follow a structured conversation script

• Qualify buyers and gather information

• Schedule meetings on your behalf

• Record and transcribe calls for review

Why Use the Sales Assistant

Speed: Respond to introductions faster than manual calling

Consistency: Every call follows your proven approach

Scale: Handle more introductions than your team could manually

Data: Get transcripts and metrics from every conversation

What You'll See in the Dashboard

The Sales Assistant page at https://leadhql.com/dashboard/sales-assistant shows:

• Calendar of scheduled and completed calls

• Call statistics (total, successful, failed)

• Call duration metrics

• Individual call details and transcripts

Requirements

To use the Sales Assistant, you need:

1. Approved branding - Your organization branding must be approved before the Sales Assistant can make calls representing your agency

2. Active subscriptions - You need introductions for the assistant to call

How Calls Are Made

When an introduction comes in:

1. The Sales Assistant schedules a call

2. The call appears in your calendar view

3. The AI makes the call at the scheduled time

4. Results are recorded and available for review

Accessing Call Details

Click any call in the calendar to see:

• Call recording (if available)

• Full transcript

• Call duration and outcome

• Contact information

• Classification and notes