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USE CASE U/01 SALES v1.4 / 7.1F

AI Sales Assistant

Hot leads classified. Follow-ups drafted. Status visible. Owner approves before any message leaves.

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01 / PROBLEM WHY THIS EXISTS

The bottleneck this removes.

Sales teams lose deals not because the leads weren't real, but because the operational layer underneath is leaky — follow-ups slip, status lives in someone's head, and drafts get rewritten three times before being sent.

02 / WHO WHO THIS IS FOR

Built for these roles.

Built for sales-driven businesses where the pipeline is bigger than what the team can manually keep track of.

03 / FUNCTION WHAT THIS AI SYSTEM DOES

The capability, in five lines.

The AI Sales Assistant becomes the operational layer underneath your sales process. It doesn't replace the salesperson — it makes them ten times faster.

04 / WORKFLOW EXAMPLE FLOW

Step by step, end to end.

Each step produces a reviewable artifact. Nothing leaves the system without explicit approval.

  1. P/01

    New lead arrives

    Lead drops in from a form, chat, ad, or imported list.

  2. P/02

    AI classifies

    AI scores warmth, intent, and matching product fit.

  3. P/03

    AI suggests follow-up

    The right next step is proposed — call, message, quote, nurture.

  4. P/04

    Draft created

    AI drafts the actual message in your tone, ready for review.

  5. P/05

    Owner approval

    The draft sits in the approval queue until you click approve.

  6. P/06

    Manual send

    You send the message through your normal channel — nothing leaves automatically.

  7. P/07

    Status tracked

    Deal status updates live in the dashboard for everyone to see.

05 / PREVIEW EXAMPLE SYSTEM

What the system looks like.

Illustrative mockup with dummy data. Final deployments are tuned to your operation, your data sources, and your tone.

LEVYN AI · U/01 · SALES CONSOLE LIVE · DUMMY DATA
> follow up Pak Budi · AC commercial 5HP quote
PIPELINE 28 leads 64% qualified
LEAD CLASS HOT score 90%
NEXT ACTION draft ready owner review
CONVERSIONS 1 closed this week
DRAFT MESSAGE · channel: WhatsApp DRAFT · NOT SENT 
Selamat pagi Pak Budi,

Melanjutkan diskusi minggu lalu tentang AC commercial 5HP
untuk gudang Cibitung, berikut quote terbaru:

  - 2x AC Cassette 5HP inverter
  - Installation + ducting
  - 1-year service contract

Total range: Rp 84.000.000 – 96.000.000
Estimated install: 5 working days.

Mohon dikonfirmasi kalau pricing range ini masih sesuai dengan
budget yang Bapak sampaikan minggu lalu. Saya bisa atur site survey
kapan saja minggu ini.
APPROVAL QUEUE · outbound QUEUE · 4
  • pending Send to Pak Budi · WhatsApp draft #421
  • pending Send quote PDF · Email draft #422
  • approved Update CRM lead status audit · 09:32
  • rejected Auto-reply template B owner override
TODAY · SALES SUMMARY REPORT
Pipeline today 28 leads · 3 qualified · 1 closed
Follow-ups due 12 drafts queued · 9 waiting owner approval
Conversion rate 10.7% · trailing 7 days
Next priority 5 hot leads, owner action required
06 / DELIVERABLES WHAT YOU GET

Concrete deliverables.

Final scope is sized in the consultation. The list below is the typical deployment for this use case.

07 / PACKAGE SUGGESTED FIT

Best fit starting point.

Final scope, price, and timeline are confirmed during the consultation. Indicative range below.

TIER 01

AI Agent Starter

Best fit when you want a focused, single-team assistant up and running fast.

STARTING FROM Rp 3.000.000 – 7.000.000
TIER 03

Workflow Automation Suite

Choose this if you also need lead routing, full follow-up automation, and report generation.

STARTING FROM Rp 7.000.000 – 25.000.000
08 / NEXT

Ready to scope ai sales assistant for your business?

We'll prepare a consultation draft tailored to this use case. The draft renders here in this session — no external messages are sent. You can copy it, edit it, and forward it to whoever should see it next.