AI phone assistant for B2B services
Evaluate an AI phone assistant for B2B demos, scope questions and quote enquiries. Compare useful sales context, pilot outcomes and total costs per actionable request.
A buying guide for professional services
Connect the demo request with the business problem
A B2B caller may want a demo, an explanation of scope and material for an internal evaluation at the same time. Limit the first pilot to one service or product offer. With your configured test assistant, assess what the caller is comparing and which next conversation they need. Helping sales prepare appropriately is more useful than a general request for a meeting.
Suggested pilot: a demo for different teams
Have a caller request a demo for operations while explaining that purchasing will also ask about cost scope. Test whether the two needs remain distinct. Can sales identify the workflow to show and the commercial questions to address separately at the next conversation, without an unsupported promise of special terms?
Suggested pilot: a quote without clear scope
Have a caller request a price, then explain a start date and delivery expectations. Assess whether the conversation clarifies the scope needed for a quote. General introductory information should not substitute for a tailored offer or delivery commitment that your business still needs to prepare.
Prepare before the pilot
- Pilot offer scope, excluded work and approved general explanations.
- Questions about demo purpose, business problem and evaluation timeline.
- Sales ownership for special quotes, delivery expectations and terms requiring decisions.
Measures for the buying decision
- Demo conversations that sales conducts with appropriate preparation.
- Time from the initial request to a quote task with clear scope.
- Basic scope questions that must be repeated while preparing a quote.
Where a person makes the decision
Special integration requests, delivery commitments and contract terms go to sales and the relevant specialists. Creating a demo appointment is distinct from accepting commercial terms or winning the work.
Describe your business problem with your configured test assistant
Explore the sample conversations. Try your own scenario with the test assistant in your account. Try differing team expectations and quote scope. In a real-call pilot, measure the preparation sales still needs before the next conversation. Compare pricing by total cost per useful demo or clearly scoped enquiry alongside meeting counts.
Leaks in the pipeline.
“Welcome to Aksiyon Software. How can I help you?”
Demo conversations that sales conducts with appropriate preparation.
An AI that starts the demo and quote process.
Handles demo, quote and pricing calls 24/7; after-hours requests aren’t lost.
BANT qualification: budget, authority, need, timeframe — structured.
Sends case studies, pricing docs or product documentation over WhatsApp.
Company profile: headcount, sector, systems in use — builds the profile.
Books a 30-minute demo on an available rep’s calendar.
Summarizes the call; the scored lead lands in your CRM or sales panel.
An AI that warms cold lists and grows existing customers.
It scans your open lead list, event/fair contacts and existing customer portfolio; calls to warm cold leads, learns upsell opportunities, and drops hot opportunities to sales.
Scans the lead list (CRM, fairs, open web forms) daily; calls in order.
Suggests add-on modules, seats or packages to existing customers; surfaces upsell.
Sends case studies, demo invites or quote docs over WhatsApp.
BANT qualification: interest, budget, authority, timing — structured cold outreach.
Calls attendees after events/webinars; turns warm interest into sales.
Summarizes the call; hot / warm / cold score reaches the sales team.
“Hi, I'm the digital assistant for the software company you requested a demo from. I'm calling to confirm Thursday's 11:00 demo.”
Before you start, clarify your data workflow.
Agree on notice, access and retention requirements for the pilot with your organization; review data processing scope in the privacy and KVKK notices.
Use an industry template as a starting point and configure the information and conversation workflow for your business.
Call from your own number, hear the real conversation, fine-tune.
Connect your number or get a new one; the agent answers 24/7.
Track calls, transcripts and metrics from the dashboard and keep improving.
Frequently asked questions
Try voice AI built for your sector today.
Configure your assistant in the dashboard and test it with your own call workflow. Start with USD 5 signup trial credit and pay-as-you-go pricing.