AI Sales Agent
Dzimark builds AI sales agents for businesses in the USA, the UK, Canada and Australia. The agent talks to website visitors and inbound leads, answers their questions from your own product and service information, asks the qualifying questions your team would ask, books meetings in your calendar and records everything in your CRM. We use one ourselves: Marko, the assistant on dzimark.com, answers visitors' questions about our services, collects contact details and books discovery calls straight into our calendar.
Updated November 10, 2026
AI Sales Agent: what's included.
Answers buyer questions from your own content
Qualifies leads with your criteria
Books meetings in your calendar
Creates and updates CRM records
Instant follow-up on forms, chat and WhatsApp
Hands hot leads to your team immediately
AI Sales Agent: in detail.
What an AI sales agent does
Leads go cold when nobody answers quickly. An AI sales agent replies in seconds, at any hour, to visitors on your website, people who fill in a form, and enquiries on WhatsApp or email. It answers questions about your products, services and process, asks the questions that tell your team whether this is a good fit, and moves the conversation to the next step: a booked call, a quote request or a hand-off to a salesperson.
Qualifying leads your way
You decide what a good lead looks like: budget range, timeline, company size, location, the problem they want solved. The agent asks these questions naturally during the conversation rather than as a long form, scores the lead against your rules and routes it: book a meeting for a strong fit, send useful information for an early-stage buyer, or politely point someone elsewhere when you can't help.
Meetings and CRM
The agent offers available slots from your calendar, books the meeting and sends the confirmation. It creates or updates the contact and deal in your CRM, such as HubSpot, Zoho or Salesforce, with a summary of the conversation and the answers to your qualifying questions, so your salesperson starts the call already knowing the context.
Staying accurate and honest
The agent answers only from content you approve: service pages, product information, case studies and FAQs. It doesn't invent prices, discounts or promises; if pricing depends on a quote, it says so and books the call. Visitors are told they're talking to an AI assistant, and can ask for a person at any time.
Where it runs
Website chat on your marketing site and landing pages; WhatsApp through the WhatsApp Business Platform; email replies to inbound enquiries; and follow-up messages to form submissions. The same knowledge and rules apply everywhere, and every conversation is saved for your team to review.
How we build it
1. Workshop with your sales team: your offer, your ideal customer, qualifying questions and common objections. 2. Prepare the knowledge sources and connect your calendar and CRM. 3. Build the conversation rules, scoring and routing. 4. Test with real past enquiries and your sales team's feedback. 5. Launch on one channel, review conversations weekly, and improve the answers and rules.
What to measure
Response time, the share of conversations that become qualified leads, meetings booked, show-up rates and the questions the agent couldn't answer. Comparing booked meetings with your previous form-only process shows whether the agent is earning its place.
AI Sales Agent: where it makes a difference.
Service businesses and agencies
Answers questions about services and process, qualifies the project and books a discovery call, as Marko does on our own site.
B2B software
Explains features and plans from your documentation, qualifies company size and use case, and books a demo with the right salesperson.
Real estate
Answers questions about listings, qualifies budget and timeline, and books viewings or calls with an agent.
Inbound form follow-up
Replies to new form submissions within seconds by email or WhatsApp, asks the missing qualifying questions and offers a meeting time.
AI Sales Agent: questions, answered.
Will an AI sales agent replace our salespeople?
No. It handles the first conversation, the routine questions and the scheduling, so your salespeople spend their time on qualified buyers and the conversations that need a person.
Which CRMs can it work with?
We connect it to CRMs such as HubSpot, Zoho and Salesforce, or to your own system through its API, so every lead and conversation is recorded where your team works.
Can it book meetings in our calendar?
Yes. It offers free slots from your calendar or booking tool, books the meeting and sends the confirmation.
Will it make up prices or promises?
No. It answers only from content you approve. If pricing depends on a quote, it says so and books a call instead.
Can it work on WhatsApp?
Yes, through the WhatsApp Business Platform, using the same knowledge and rules as your website chat.
Do visitors know they're talking to AI?
Yes. The agent introduces itself as an AI assistant and offers a person whenever the visitor asks.
How is it different from a chatbot?
A chatbot answers questions. An AI sales agent also qualifies the lead, books meetings and updates your CRM, so the conversation turns into a next step.
Can we see what it says to leads?
Yes. Every conversation is saved, and we review them with you after launch to improve answers and rules.
Let's put AI to work in your business.
Tell us what you want to automate or build. We reply within one working day with ideas and a free estimate.
Book a Discovery Call →