Sales Agent
activePreps renewal calls from account history and pricing, drafts proposals in our tone, and keeps the pipeline sheet up to date after every touchpoint.
Resource
Botchi can route a teammate's request to the right specialist: sales, support, operations, legal, finance or any agent your team defines. Each specialist has its own instructions, knowledge, tools and approval rules.
Preps renewal calls from account history and pricing, drafts proposals in our tone, and keeps the pipeline sheet up to date after every touchpoint.
Triages the support inbox against the help docs, drafts replies in the team tone and queues anything sensitive for a human before it goes out.
Runs onboarding and the weekly routines: requests accounts, schedules intros, keeps the runbooks current and reports what changed after each run.
Reviews clauses against our standard terms, flags risk with the approved fallback language and never edits a contract on its own.
Reconciles reports against the ledger, annotates variances directly in the sheet and prepares the monthly summary for review.
Tap the deck to meet the team
A single assistant is easy to ask. A team of specialists is what makes the answer useful: the right instructions, the right context and the right tools for each business domain.
Each specialist follows the operating style, decision rules and escalation path for one function or workflow.
Sales can use pricing and case studies; support can use help docs; finance can use approved reporting templates.
A specialist only receives the tools it needs. Tool policies decide whether it can read, draft, ask or act automatically.
A teammate asks Botchi in plain language. Botchi identifies the job, delegates to the right specialist and returns the finished work.
Teammates do not need to know which agent, tool or knowledge folder to use. They ask in plain language, and Botchi delegates the job to the specialist that can finish it.
A teammate asks Botchi for a business outcome, not a tool command.
Botchi classifies the request and chooses the specialist with the right domain.
The specialist reads only the knowledge and tools granted to that agent.
The agent prepares the artifact, update, briefing or approval request.
Botchi returns one finished answer to the teammate who asked.
Prep the renewal call with Northwind tomorrow.
On it — delegating to your Sales Agent. It's pulling account history, open tickets and pricing.
Briefing ready: usage is up 32%, two open tickets (both resolved this week), and I drafted the renewal proposal at the current tier.
Routed to Sales Agent — you just ask Botchi
An AI specialist agent is an assistant configured for a specific business function, such as sales, support, operations, legal or finance, with its own instructions, knowledge and tool access.
The main assistant is the teammate's entry point. A specialist agent is delegated to when the work needs domain-specific instructions, private knowledge or a scoped set of tools.
Yes. A support specialist can be granted help docs and ticket tools, while a finance specialist can be granted sheets and reporting files. Each agent can have different permissions.
Botchi specialists can keep their own notes from runs, approvals, edits and rejections, so the agent improves its behavior over time without retraining a model on company data.