AI Sales Agent

Lead qualification and instant engagement

Respond to inbound merchants, classify verticals, qualify volume and risk, book appointments, assign reps, and push structured records into the CRM.

Inbound captured38Today across web, SMS, and forms
Qualified leads2463% qualification rate
Appointments booked117 cannabis or high-risk
Median response19sAfter first form submission
Sales Agent

Qualifies inbound leads, books calls, and routes merchants to the right processor path.

Talk to the Sales Agent

Set your Anthropic API key to start the conversation.

Qualified lead inbox

Silverleaf DispensaryWebsite chat
Score A

Needs cashless ATM and PIN debit for $180k monthly volume.

Book onboarding callCRM sync ready
Urban Smoke ShopMeta lead
Score B

Current provider terminated account; wants high-risk options.

Collect statementsCRM sync ready
Sunset MarketSMS
Score B

Comparing POS and credit processing rates for retail store.

Assign sales repCRM sync ready
North Valley WellnessGoogle Ads
Score C

Cannabis startup without current processing history.

Nurture sequenceCRM sync ready
Agent workflow

Sales qualification playbook

Qualify

Capture vertical, monthly volume, average ticket, current provider, and urgency.

Route

Match the merchant to cannabis, high-risk, PIN debit, ACH, credit, ATM, or POS workflow.

Book

Offer available Cal.com slots and assign the best-fit rep based on vertical and product.

Nurture

Send SMS and email follow-ups when merchants stall before application start.