AI Features · Pilot

AI Sales Assistant — Autonomous Outbound & Deal Intelligence

OptiKratos AI Sales Assistant autonomously handles outbound outreach, qualifies leads, books meetings, and writes every interaction back to CRM — so your reps close deals instead of doing admin.

14-day free trial, no credit card required
Unified with CRM and WhatsApp on one platform
SOC 2 certified, GDPR ready

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AI Features features

What AI Sales Assistant — Autonomous Outbound & Deal Intelligence includes

Every capability ships as part of your OptiKratos workspace — no add-ons.

Autonomous outbound

AI initiates personalised outreach via email and WhatsApp at scale.

Conversational qualification

AI asks BANT questions and scores leads before handing to a rep.

Calendar booking

Books meetings directly to rep calendars — no human in the loop.

CRM auto-update

Deal stage, contact notes, and next actions updated after every interaction.

Multi-channel operation

Operates on email, WhatsApp, and web chat simultaneously.

Handoff with context

Transfers to human rep with full conversation history and lead score.

Why OptiKratos

Benefits of AI Sales Assistant — Autonomous Outbound & Deal Intelligence

Outbound at scale without scaling headcount
Meetings booked while reps sleep
CRM always updated — zero manual entry
Multi-channel operation from one platform
Reps receive warm handoffs, not cold leads

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Related features on OptiKratos

AI Chatbot24/7 intelligent chatbot for web, WhatsApp, and MessengerLearn more Revenue CopilotAI deal intelligence, risk flags, and next-best-actionLearn more Revenue IntelligenceAI deal scoring, churn prediction, and pipeline risk alertsLearn more AI Auto-ReplyContext-aware auto-responses on every channelLearn more

AI Sales Assistant — Autonomous Outbound & Deal Intelligence — frequently asked questions

Everything you need to know about AI Sales Assistant — Autonomous Outbound & Deal Intelligence on OptiKratos.

AI Sales Assistant is an autonomous agent that runs outbound outreach, qualifies inbound leads, books meetings, and updates CRM records — operating 24/7 across email, WhatsApp, and web chat without human involvement until the rep needs to close.

AI Chatbot focuses on inbound support and qualification. AI Sales Assistant focuses on outbound prospecting, deeper qualification conversations, and deal management — it can initiate contact rather than just respond.

Pilot means AI Sales Assistant is deployed with select enterprise customers. Contact sales to request early access — onboarding takes approximately 2 weeks.

After every AI interaction, OptiKratos creates or updates the contact, logs a conversation summary, advances the deal stage if criteria are met, and queues next-action tasks for the assigned rep.

14-day free trial · No credit card

Start using AI Sales Assistant — Autonomous Outbound & Deal Intelligence today

Full access on every plan. Upgrade as your team grows.

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Part of AI Features · SOC 2 · GDPR ready · Dedicated onboarding