AI SALES ASSISTANT

Your customer writes, the assistant answers, books and updates the CRM.

It answers messages from WhatsApp, Instagram, Telegram and your website day and night, using the information you give it. It books appointments against your calendar, moves the lead to the right sales stage and hands the chat to your team in the situations you define.

Speaks from your information Stops when an agent writes Answers in the customer's language Saves bookings to the calendar
STEP BY STEP

What happens when a message arrives?

The assistant follows the same order on every message. You set how each step behaves from the panel.

  1. 01

    The customer writes

    A message from WhatsApp, Instagram, Telegram or the chat window on your site lands in your inbox.

  2. 02

    It waits a moment

    If the customer sends several messages in a row, it reads them together and answers once. You set the waiting time in seconds.

  3. 03

    It checks your information

    It reads your knowledge base, the content taken from your website, the recent messages with this customer and the busy slots in your calendar.

  4. 04

    It answers in the customer's language

    It writes briefly and naturally and asks one question per message. On WhatsApp, "typing" shows before the reply.

  5. 05

    It updates the CRM

    It creates or cancels the appointment and moves the lead to the sales stage you chose for that situation.

  6. 06

    It hands over when needed

    If the handover rule you wrote matches, it notifies your team and stops in that chat.

EXAMPLE CHATS

How does the assistant behave in four situations?

Pick a situation to see what the customer writes, what the assistant checks and what changes in the CRM. The chats are examples, real replies follow your information.

Can Demir
Channel: WhatsApp
CALENDAR-AWARE BOOKING
What is the price of zirconium veneers? Do you have a consultation slot this week?
AI
Hello Can, zirconium veneers are 6,500 TL per tooth and the consultation is free. This week Wednesday 11:30 or Friday 16:00 is available. Which one suits you?
Friday 16:00 please
AI
Your consultation is booked for Friday at 16:00. See you then.
What did the assistant check?
01. Knowledge base
Price and consultation details came from the text you wrote
02. Booking hours
Only the days and hours you allow were considered
03. Busy slots
Slots already taken in the calendar were not offered
04. Booking
Once the customer picked a time, the appointment was added to the calendar
What happened in the CRM?
  • Appointment added to the calendar for Friday 16:00
  • Lead moved to the stage you chose for appointments
  • Optionally the assistant stops in this chat after booking
THE DETAILS

What can you configure?

From its sources of information to booking hours, from the handover rule to the approval flow, you set every behaviour from the panel.

Where does it get its information?

The assistant is directed to speak from the sources you give it, not from general knowledge.

  • Knowledge base: you write your services, prices, opening hours and common questions as plain text.
  • Website: you add your site addresses, and the page content is fetched and used as information.
  • Past chats: questions and answers are extracted from your team's real conversations to draft a knowledge base.
  • Tone: the messages your team has sent are analysed and an instruction is produced so the assistant writes in the same tone.
  • Store catalog: with a connected QukaSoft store, products, prices and stock are read from the live list.

How does it book appointments?

The appointment is saved as a real entry in the calendar in your panel.

  • You set the days, the hour range and the meeting length that can be booked.
  • The busy slots of the next 14 days are given to the assistant, so it neither offers nor accepts a taken slot.
  • If the customer asks for an unavailable time, it suggests two free slots.
  • If the customer wants to cancel or reschedule, the calendar entry is updated accordingly.
  • Optionally the assistant stops in that chat after booking and the chat is left to your team.

What changes in the CRM?

The assistant does not only chat, it reflects the outcome of the conversation on your sales board.

  • You choose a separate stage for four situations: appointment booked, hot lead, handed over, not interested.
  • You add your own scenarios: a title, a specific instruction for the assistant and the stage the lead moves to.
  • With keyword rules, the lead's source and the service they are interested in are filled in automatically.
  • You can write a separate instruction for each situation, for example how to approach a hot lead.

How does it hand over to your team?

You decide where the assistant stops.

  • You write the handover rule in your own words, for example "if the customer complains or leaves a phone number".
  • The notification goes to the admin, a person you choose or the whole team. Optionally a WhatsApp number is messaged too.
  • The moment your agent writes in the chat, the assistant stops in that chat by itself.
  • With silent handover on, the assistant leaves the chat to your team without writing anything to the customer.
  • In the inbox, every chat has a button that pauses and resumes the assistant with one click.

Approval rules

On sensitive topics the assistant waits for a person's approval before answering.

  • A rule can be tied to three things: an incoming photo or document, certain words, or an intent you describe in your own words.
  • You choose what the customer sees while waiting: nothing, a message you wrote or one the assistant writes for the situation.
  • Requests are collected in an approval list. You can add a note and an amount when approving, and the assistant writes the reply from them.
  • Each rule can have its own responsible person, its own line and its own instruction to apply after approval.
See the approval flow

When does it step in?

The assistant does not have to work everywhere and in every chat.

  • Channel choice: you pick the WhatsApp lines one by one and switch Instagram, Telegram and WhatsApp Cloud API on or off separately.
  • Start by keyword: it only steps in on messages containing the words you set.
  • Start paused on new chats: the assistant comes switched off on every new chat and you switch it on when you see fit.
  • Reply delay: you set the minimum and maximum number of seconds before it answers.

E-commerce and cart

Once your QukaSoft store is connected, the assistant can sell products too.

  • When a customer asks about a product, price or stock, it answers from the live catalog.
  • If the customer wants to buy, one cart link with all requested products and quantities is sent.
  • With B2B mode on, it asks whether the buyer is a business or an individual and offers businesses the dealer price.
  • It creates no cart for a product that is out of stock or not in the catalog.

Chat window on your site and help for the team

The assistant is useful not only in messaging apps but also on your site and in the inbox.

  • You set the name, welcome message, colour and position of the chat window added to your site with one line of code.
  • In the inbox your agent can get three different reply suggestions for a chat, edit one and send it.
  • A message your agent wrote can be polished without changing its meaning.
TO BE CLEAR

What you should know, and the limits

The assistant does not replace your team, it takes over the repetitive work. For good results, this is what you need to know.

  • It bases its answers on the information you give, but like any AI it can make mistakes. For pricing, medical assessment and custom quotes we recommend an approval or handover rule.
  • The more complete your knowledge base, the more accurate the answers. It cannot know a campaign or price you did not write down.
  • It reads the latest messages of the chat as context. It does not remember a conversation from months ago by itself.
  • It does not take payments or make phone calls. A cart link is only sent if you have a connected store.
  • On WhatsApp Cloud API Meta's 24-hour rule applies: if the customer has not written in the last 24 hours, free text cannot be sent.
COMPARISON

How is it different from button-based chatbots?

Button-based bots follow a flow drawn in advance. They are fine for short, fixed flows but fall short when the customer writes in their own words.

Free-text messages
iri CRM assistant

Understands the customer's own wording and answers from your knowledge base

Button-based bots

Only responds to menu buttons or predefined words

Setup and upkeep
iri CRM assistant

You write your information as text, no need to draw a flow for each new question

Button-based bots

A new branch is added to the flow for each question and answer

Appointments
iri CRM assistant

Checks busy slots in the calendar, creates and cancels the appointment

Button-based bots

Usually sends a form or a link

CRM record
iri CRM assistant

Moves the lead to the stage you chose according to the outcome of the chat

Button-based bots

Needs to be connected to a separate CRM

Human handover
iri CRM assistant

You write the rule in your own words, and the assistant stops when an agent writes

Button-based bots

The customer has to find the "talk to an agent" option

Other languages
iri CRM assistant

Answers in whatever language the customer writes in

Button-based bots

The flow is prepared separately for each language

WITH YOUR OWN NUMBERS

What do unanswered after-hours messages cost you?

Set the four numbers for your own business. The result is an estimate, not a guarantee.

Estimated extra sales per month
34,500 $

About 450 chats a month arrive after hours. If 23 of them turn into sales.

Try the assistant free
SETUP

Set up your assistant in five steps

No code needed, every step is done from the panel.

  1. 01

    Connect your channels

    Connect your WhatsApp line, Instagram account or Telegram bot from the Integrations section.

  2. 02

    Give it your information

    Write the knowledge base, add your website or draft one from your past chats.

  3. 03

    Set the tone and rules

    Write who the assistant should sound like, when it hands over and on which topics it waits for approval.

  4. 04

    Map bookings and stages

    Choose the booking days and hours and the sales stage the lead moves to in each situation.

  5. 05

    Test and switch on

    Switch it on for a single line or limited by keyword first, watch the replies, then widen it.

FREQUENTLY ASKED QUESTIONS

Frequently asked questions

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