An AI Agent that does the follow-up email for sales person on real time.

Overview

In my role as a Salesperson, I will diligently follow up with leads after calls using communication methods tailored to our discussions and the notes I have meticulously recorded during the conversations.

🧐Problem Statement

How can we systematically design a comprehensive sales wrap-up call process that enables sales representatives to effectively document and analyze key discussion points with customers? This process should facilitate the creation of tailored follow-up emails that not only capture the essence of the conversation but also strategically convert prospects into qualified leads. By integrating advanced AI tools and utilizing data analytics, we can ensure that no critical information is overlooked, thereby enhancing the overall efficiency and effectiveness of the sales follow-up strategy.

📜Scope

1. Navigate to the wrap-up screen and choose a saved follow-up email template.

2. Review both manual and AI-generated templates before making your selection.

3. Users can view the AI templates' output in real-time, allowing them to preview the AI prompt alongside the generated email content.

Breaking down the brief

Breaking down the scope of the project to understand the structure, how a sales person does post call with Oliv

These are the some of the assumed list of data points that needs to be captured for follow-up sales process.

My Design process for this task

Usage Strategies

Setting up hierarchy

1. Review the call notes:

2. Follow up with a thank-you email:

3. Update the CRM:

4. Schedule next steps:

5. Prepare additional resources:

6. Analyze feedback:

Based on the understanding, put together the Hierarchy of how to setup the storage monitor.

Average time to respond about an hour

Things to consider

1. Immediate follow-up is crucial

2. With in an hour.

3. Quality over speed

4. Factors impacting understanding time

AI Agent in sales

The content showcased on the right pertains to general outreach strategies. However, it is essential to utilize diverse channels to engage with leads and convert them into customers. This approach significantly increases the likelihood of lead conversion.

Based on research and finding , started mapping with the scope of the project.

Created the use cases for post sales -call

👉 User flow

This is the high-level structures highlight critical user flows of the application where user can follow up with the lead post call.

Here is where the user can send a follow up email.

https://www.figma.com/design/ysl7nR34hzPk9fyqDWNowy/Design?node-id=14-8330&t=90P3ps3wMYorrqp7-1

Agent Configure

As a user i can able to connect multiple app during configuration

Email Customization

As a user i can able to Modify the email with the help of AI Writing.

Edit Prompts

As a user i can able to Change the input by selecting from the predefined list.

As a user i can able to view the output email.

Browse template

As a user i can able to browse template for my email.

View summary

As a user i can able to view call details during email template.

🙌Final Outcome

The below you see the final prototype of the design, Where you can click to navigate between screens and to view interaction.

👉 ****Note- *Note- On this prototype the data and the navigation which you see just acts has a reference, on the actual development navigation and the data will be real.

Click to see on the full screen and make it fit to screen for the correct view***

https://www.figma.com/design/ysl7nR34hzPk9fyqDWNowy/Design?node-id=14-8330&t=90P3ps3wMYorrqp7-1