AI sales reps can now quote, send proposals and qualify leads on their own
your AI sales rep prices it only from your price book (your products, and for Automo itself the live plans and add-ons on the pricing page), puts the lines on…
Enhancement · AI ·
your AI sales rep prices it only from your price book (your products, and for Automo itself the live plans and add-ons on the pricing page), puts the lines on the deal, and emails a proposal with a link they can review and sign. Anything above the rep's proposal value or discount limit goes to you for approval first. Reps also record what each lead needs, their budget, who decides and their timeline on the deal, move the deal forward in your pipeline, share only the pricing, product, case study and demo links you approve, and get their own booking page when you add them.
October 2026 · Releases & improvements
New receptionists can now book appointments right away · A manager's dashboard for the AI Team
AI
- AI Team members now know who is calling
- Ask your AI Team members to do things on a call
- Give each sales member a goal, and see the sign-ups they bring in
- See your AI team member's booking link at a glance
- AI Team member cards now explain where their knowledge comes from
- AI Team LinkedIn notes now follow the same structure as emails
