Sales use cases for AI bots
Sales bots handle the research and record-keeping around a deal. These use cases research prospects and companies, prepare outreach drafts, enrich CRM records from public websites, text back missed calls and keep pipeline records and quotes up to date. Each one lists the tools it needs, such as a CRM, email or a browser.
13 use cases · When you ask: 6 · On a schedule: 3 · When something happens: 4 · Tools used most: CRM, Browser, Chat
Sales pipeline record and quote automation
Convert qualified leads, generate quotes from opportunities, and sync pipeline records
Tools: CRM, EmailintermediateProspect research and outreach preparation
Gather web insights on new leads, qualify them, and draft personalized outreach
Tools: Browser, CRM, Docs, EmailintermediateMissed-call text-back and lead intake
Follow up with missed phone callers via text to qualify leads and log customer notes
Tools: Slack, Phone, Chat, CRMintermediateEnriching company profiles from website data
Extract public business descriptions, branding details, and links to update CRM accounts
Tools: Browser, CRMintermediateResearching community discussions for early customer outreach
Identify relevant online conversations about user pain points and prepare tailored replies
Tools: Browser, Spreadsheet, NotesintermediateProduct promo video script and storyboard generator
Turn landing pages and feature lists into polished video outlines and narration
Tools: Browser, Docs, NotesSkillintermediatePaid ad campaign auditor and spend optimizer
Audit search and social ad metrics to identify wasted spend and improve return on investment
Tools: Spreadsheet, Docs, ChatintermediateInteractive sales roleplay partner for discovery practice
Run mock prospect calls to practice objection handling and log structured coaching notes
Tools: Chat, CRM, NotesintermediateDrafting warm outreach for independent consulting leads
Reconnect with past colleagues and professional contacts to surface freelance consulting projects.
Tools: Spreadsheet, Notes, EmailintermediateConversational pipeline and lead management
Query sales databases, filter company lists, and prepare outreach campaigns through natural dialogue.
Tools: CRM, Database, Chat, BrowserSkillintermediateAutomated prospect discovery and qualification
Scan public directories for matching accounts, enrich company data, and score potential leads.
Tools: Browser, Database, Spreadsheet, ChatintermediateAutomated B2B prospect qualification and cold outreach
Discover matching business leads, evaluate fit against product specs, and draft outreach emails.
Tools: Terminal, Email, CRMSkillintermediateKeep the CRM updated from meeting notes
Turn meeting notes into CRM updates you approve.
Tools: Notes, CRMSkillintermediate
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