Handle sales chat conversations automatically with an AI agent

An AI agent chats with prospects, remembers context, and pulls answers from your own knowledge base.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"prospect sends chat message"]:::trig s0["recall conversation context"]:::task s1["search knowledge base"]:::svc s2["compose accurate reply"]:::task s3["send reply to prospect"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"instant accurate answer to prospect"/]:::out pay{{"consistent 24/7 sales support"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsKnowledge Base & RAG
Connects
OpenAISupabase

The problem it solves

Prospects expect fast, accurate answers the moment they reach out, but your sales team can't be online every minute. Repeating the same product details and hunting through documents to answer questions eats into selling time. Inconsistent answers from different reps can also cost you credibility.

Who it fits

A sales team or founder who wants their website chat to handle prospect questions around the clock.

How it works

  1. A prospect sends a chat message on your site
  2. An AI agent reads the message and recalls earlier parts of the conversation
  3. The agent searches your own knowledge base for relevant information
  4. It uses that information to compose an accurate, on-brand reply
  5. The reply is sent back to the prospect instantly
What you get

Prospect chats answered around the clock

Visitors chatting on your site get an accurate, on-brand answer pulled from your own knowledge base at any hour.

What you get

Instant, context-aware chat replies to sales prospects, informed by your own product and company information.

What you need

An OpenAI API key and a Supabase account for the knowledge base.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook