The AI sales team
Responds to the lead in seconds, asks the questions from your playbook, and schedules the meeting with the right salesperson.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
SDR
Responds to the lead in seconds, asks the questions from your playbook, and schedules the meeting with the right salesperson.
Follow-up
Follows up on stalled deals, proposals seen without a reply, and leads that went quiet, within the limits you set.
Closing
Negotiates within the discount cap, prepares the contract for your approval, and sends the invoice for the accepted amount.
- Sales playbook: the AI builds questions, objections, and talking points from your website. Review before calling.
- Lead scoring: rules that add points based on profile and behavior, with the reason behind each score.
- Today: the salesperson's daily list: who to talk to, what to send, and why.
- Customer referrals: customers refer friends, and you track who brought in whom.
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Where to find it in Cognizy