Capture and clarify
Agreed questions, contact details and customer needs. Remove unnecessary fields while preserving useful context for a manager.
NZRK solutions
Sales automation
with a clear next action
Organise the path from a new enquiry to a manager action. AI clarifies requests using your business rules; your team sees the context, owner and next step.
When this helps
Customers write through different channels, managers repeat the same questions and unfinished conversations have no next action. Automation is about controlled lead handling, not automatically replacing your entire sales team.
What we can configure
Route to an owner
Assign enquiries using team rules, record them in CRM and give the responsible person a clear task.
Support the next contact
Manager reminders and permitted customer messages. Channel, consent, frequency and stop conditions are agreed before launch.
An example workflow
An illustration of an agreed workflow, not a client case.
A customer asks about a service
A website or agreed messaging channel receives the enquiry.
The assistant clarifies the need
Uses approved questions and knowledge without inventing prices or promising a discount.
A manager receives the lead
CRM or an agreed channel contains the need, context and next action.
The team records the outcome
An owner updates the status. Further contact follows the actual outcome and customer consent.
Where we start
Choose one type of incoming enquiry and agree what makes a qualified lead. Define what the assistant can decide, what the manager owns and how handoff will be checked.
How we check the result
- A manager receives the agreed information without asking the customer to repeat it
- The enquiry reaches the correct owner with a clear status
- Follow-up stops after refusal or another agreed stop condition
- Handoff time and the share of processed enquiries are compared with the starting point
What your team receives
- A process map, agreed rules and a list of integrations
- Configuration in business accounts with defined access rights
- Checks of agreed scenarios and error handling
- Instructions, a documented handover or agreed support
Scope and cost
Price and schedule follow a review of your process, systems and workload. Development, support and recurring provider charges are agreed separately. We do not promise savings or outcomes without measurement.
Questions before implementation
Does AI replace a sales manager?
Not by default. An assistant can answer routine questions, clarify a request and prepare handoff. Negotiations, exceptions and commercial commitments remain under defined team rules.
Can we keep our existing funnel?
Yes, if it can be connected and fits the agreed process. We review existing stages, fields and owners rather than creating a second parallel funnel.
Are campaigns and cold calls included?
Outbound campaigns are not automatically included. We separately agree the basis for contact, channel rules, limits, costs and opt-out conditions. Bulk messages are not launched without agreement.
Do you guarantee more sales?
No. We first check the process and measure agreed indicators. Sales also depend on demand, your offer and the work of your team.
Related services
Find the first useful step
Tell us what is done manually, where information gets lost and which tools you already use. The preliminary AI assessment helps prepare a discussion with the team.