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AI Sales Assistant Overview

AI Sales Assistant automates your outreach workflows across multiple channels — calls, LinkedIn, and email.

It handles repetitive sales tasks so you can focus on closing deals.

What Sales Assistant Does​

Call Automation

  • Auto-dial leads from your Cortex
  • Log call outcomes and notes automatically
  • Schedule follow-up calls based on conversation results

LinkedIn Automation

  • Send connection requests to decision-makers
  • Personalized message sequences
  • Track engagement and responses

Email Automation

  • Multi-step email campaigns
  • Personalized templates with dynamic fields
  • Track opens, clicks, and replies

How It Works​

  1. Enable AI Call
  2. Define Call Context from orgnization settings.
  3. Assign Companies to Ai Sales Assistant
  4. Assistant starts contacting.

Integration with Cortex​

Sales Assistant pulls directly from your Cortex:

  • Access all companies and contacts
  • Use follow-up data for timing
  • Automatically update lead statuses based on engagement