Define one useful job
Start with a bounded goal such as first response, common questions, qualification or appointment booking instead of asking one bot to run the sales process.
Configure an Arabic- and English-ready text assistant to handle an approved first-response, qualification and booking workflow—with a clear route for your team to take over.
Text AI on the relevant plan · Voice AI in beta · Setup and testing required
A useful sales assistant works inside clear boundaries. It can respond to supported inbound enquiries, use approved business knowledge, collect relevant details and offer appointment times.
The contact and conversation remain connected to Amplify CRM, so a person can review the context, take over and move the opportunity forward.
The assistant's usefulness depends on approved knowledge, sensible boundaries and testing—not simply switching on an AI feature.
Start with a bounded goal such as first response, common questions, qualification or appointment booking instead of asking one bot to run the sales process.
Provide reviewed services, FAQs, operating details, exclusions and escalation contacts so answers are grounded in information the business stands behind.
Choose the details the sales team genuinely needs and how each answer should update the contact or opportunity without creating unnecessary friction.
Connect the appropriate calendar, availability and booking questions, then test confirmations and internal notifications before launch.
Escalate buying signals, sensitive topics, complaints, uncertainty and anything outside the approved scope with the conversation context attached.
Use realistic Arabic and English scenarios, monitor actual conversations and improve the knowledge and rules as customer questions change.
Enquiry: We need a CRM for our five-person sales team. Can it work with WhatsApp?
Assistant: WhatsApp Business is available as an optional add-on. May I ask where your enquiries are handled today?
Enquiry: Two phones and a spreadsheet.
Assistant: Thank you. I can offer a demo to review the number setup, pipeline and team ownership. Which available time suits you?
Illustrative example only. The production wording, questions, channels and booking rules are configured and approved for each business.
The text assistant is not a substitute for professional judgement, complex negotiation, complaints handling or commitments outside approved business information. Those conversations should be routed to an accountable team member.
Supported messaging channels depend on the selected plan and completed channel setup. For example, WhatsApp requires its own number onboarding and add-on. Voice AI is currently beta and is scoped separately.
See the platform's current official Conversation AI setup guide for supported-channel and configuration details.
A configured text assistant can respond to supported inbound conversations, answer approved questions, collect qualification details, offer available appointment times and hand the conversation to a person according to agreed rules.
Yes. Text conversations can be configured for Arabic and English. Prompts, approved knowledge, examples and escalation behaviour must be reviewed and tested for the language and terminology your customers use.
No. It supports defined first-response, qualification and booking tasks. Your team remains responsible for reviewing the setup, handling escalations, making commitments and managing conversations that need judgement or context outside the approved knowledge.
Voice AI is currently labelled beta by Amplify CRM and should be scoped and tested separately. The production text-assistant capability and the connected channels depend on the selected plan and setup.
Bring a sample enquiry journey to the demo. We'll show how the contact, AI response, qualification, booking and human hand-off can work together.
Compare current plans or explore done-for-you CRM implementation.