You are adding a chat assistant to a sales platform used by account executives and sales managers. The assistant should answer product questions, summarize account history, draft follow-up messages, and help reps move deals forward inside their daily workflow. It needs to work across CRM records, product docs, pricing guidance, and past customer interactions. The goal is to improve rep productivity without creating trust issues from wrong answers or unsafe actions.
How would you approach integrating chatbots into a sales platform?
You are adding a chat assistant to a sales platform used by account executives and sales managers. The assistant should answer product questions, summarize account history, draft follow-up messages, and help reps move deals forward inside their daily workflow. It needs to work across CRM records, product docs, pricing guidance, and past customer interactions. The goal is to improve rep productivity without creating trust issues from wrong answers or unsafe actions.
How would you approach integrating chatbots into a sales platform?
