How does SalesAI Dynamic Checklist work?

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SalesAI checklists are built on the principle of branching: each next step depends on the client's answers and the manager's actions. This allows the system to take into account the most relevant actions based on the situation.

Adaptability depending on the client category
For example, if the client indicates that he is an individual entrepreneur, the system will automatically direct the manager to a branch adapted for working with individual entrepreneurs. This allows for personalized interaction.

Accounting for multi-stage transactions
In cases where sales involve several stages, SalesAI colombia mobile database stores information about the steps taken. As a result, managers can immediately move on to relevant issues and avoid repetition. This approach increases convenience for the client.

Interactive AI agents for implementing branching logic
SalesAI has built-in AI agents that adapt behavior algorithms in real time. They analyze the client's responses and specify the direction in which the dialogue should be developed. This approach eliminates the possibility of errors and simplifies control over the execution of key stages of the script.