PricingSimple plans, onboarding included
Demo · SOP

Your sales process, followed step by step

The sales process lives in AIDIN as steps, in order, with its exceptions. It names the next step, answers what-ifs from the SOP, and never makes up a process the company doesn't have.

Recorded walkthrough coming soon

The live screen recording of this demo goes here.

Step by step

What AIDIN did, and why.

Every action AIDIN takes is logged like this: what started it, what it read, how it decided, what it was allowed to do, and what it changed.

  1. 01
    Trigger

    Your team asks AIDIN what to do next on a lead

  2. 02
    Read

    Your company's sales process, set up as steps in a set order, with who takes over and what to do in exceptions

  3. 03
    Reason

    AIDIN tells you the very next step for that lead, and marking a step done unlocks the next. If someone asks a what-if, such as a customer asking for the price on the first call, it answers from your process

  4. 04
    Permission

    AIDIN only uses processes your company has defined. Ask about one it doesn't have, such as refunds, and it won't make one up

  5. 05
    Act

    When a deal is won, one confirmation moves the lead to converted along your process, and the onboarding task is created automatically

  6. 06
    Remember

    Every step, owner and status is on the lead's page. The process belongs to your company, not to one person

Always watching. So you do not have to.