What the Sales Assistant does.
The Sales Assistant is a 24/7 AI chat widget that runs on your website. Its job is to qualify visitors, capture contact information, and automatically book sales calls — all without ever showing a form.
Eight jobs, one widget
- Greets visitors in your tone, with your wording.
- Has a real conversation to understand their needs — asking your qualifying questions naturally, not as a form.
- Captures their name and email mid-conversation, in context, without ever showing a form.
- Scores the lead 0–100 against your Ideal Customer Profile and qualifying criteria.
- Offers a Calendly link automatically — but only when the score is high enough and the visitor seems ready.
- Pushes the lead to your CRM (Tenlo native, HubSpot or Pipedrive) with the score and reasoning attached.
- Notifies your team via Slack, Teams, or email on every new lead — with a score badge so you can triage at a glance.
- Updates your CRM when the visitor books, advancing the deal stage.
It runs on every page of your site, day and night, in your brand colour. Costs zero per conversation. Never sleeps.
What it does not do
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Note
The Sales Assistant does not run on its own — it requires an embed snippet pasted onto your site. See Embedding the widget.
- Does not invent products, prices, or terms beyond what’s in your Knowledge Base and Products & services field.
- Does not push booking offers to visitors who don’t match your ICP — non-fits are exited gracefully with a free resource where possible.
- Does not auto-send follow-up emails after a chat ends — leads land in your CRM for your team to action.
- Does not train AI models on your conversations. Anthropic’s enterprise endpoints prohibit training on customer data.
How it differs from the Support Chatbot (P01)
P01 is for support — answering existing-customer questions from your help docs. P05 is for sales — qualifying new visitors, capturing contact info, and booking meetings. You can run both side-by-side; teams typically style them in different colours and put them on different pages.
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