AI assistant for a sales team

The task

The sales team needed an AI assistant: answer clients in MAX and by email, reach out to them first, collect requests from lead platforms, prepare commercial proposals and send the head of sales a report every day. Paid third-party messenger services were ruled out by the brief.

What I built

• Two modes: in Prompter mode the AI drafts a reply and the manager sends it; in Autopilot mode it replies on its own. The mode is switched with a tag on the deal, and autopilot is blocked for regular clients.
• A control panel right in amoCRM notes: with the commands “@бот” (bot), “@макс” (MAX) and “@почта” (email) the manager asks it to pick products, rework a proposal or send the client a reply in the messenger or by email with a file attached.
• The proposal is assembled in Word from the company template. Prices in yuan are converted at the Central Bank rate by code, not by the model: once the model “quoted” a rate of about 8 rubles when the real one was 11–12, and since then the rule is simple — no rate, no price.
• Request collection from 5 platforms through modules that are switched on in settings, and a watchdog that raises an alert if a platform stays silent for more than a day.
• Follow-up messages to silent clients after 3 and 24 hours, and a daily 18:00 report showing the payback of request collection.
• The knowledge base syncs from Yandex Disk every night. An action and cost log, a monitoring dashboard and automatic rollback of a failed deployment.

What changed for the client

• Proposals with items priced in yuan no longer get stuck as drafts: the price is calculated at the Central Bank rate automatically, and the proposal goes out to the client.
• Silent clients get reminders automatically — after 3 and 24 hours, with no manual follow-up.
• Every day at 18:00 the head of sales gets a report with the payback of request collection, without exporting data from the CRM.
• If a lead platform goes quiet, the system raises an alert within a day. Before, one platform stopped passing on orders for two months and nobody noticed.

Results in numbers