AI Inside Sales Rep
Reps send deals in however they can from the road. The agent builds the order, chases what's missing, books the build and hands off the paperwork, so reps keep selling.
How it works
What comes in, what the agent does, where it goes.Outside sales reps
Marcus T.SoCal · signed order form
Jen K.Inland Empire · email
Andre L.Central Valley · voice note
Sam P.Arizona · forwarded PO
Rita M.Nevada · status question
Agent
AI Inside Sales Rep
- 1Builds the order
- 2Finds missing info
- 3Checks stock
- 4Schedules the build
- 5Logs everything
Missing liftgate spec or PO #? Asks the rep or the customer, then finishes the order.
Teams it hands off to
ProcurementChassis, body & parts POs
FinanceDeal sheet, credit app, deposit
ProductionBuild slot booked
CustomerConfirmation + delivery ETA
CRMOrder, notes & history
Watch it run
Click any step to jump in. Sample data.Starting
What it handles
Any channel inEmail, text, photos of order forms, voice notes, forwarded POs.
Order buildingPulls customer, units, spec and dates into one clean order.
Missing infoSpots gaps and asks the rep or customer for exactly what's needed.
Repeat orders“Same as last time” resolves to the actual prior spec.
SchedulingChecks chassis and body stock, books a production slot.
ProcurementSends body, upfit and parts POs with vendor quotes.
FinanceDeal sheets, credit apps, deposit invoices to the right people.
Rep updatesEvery rep gets status without calling the office.
What it changes
Your team keeps the judgment calls.- 1Orders entered from rep emails, texts and voice notes
- 2Missing info chased before it stalls an order
- 3Reps spend their time selling, not on paperwork