AI Assistants for Sales & Lead Qualification
Assistants for inbound sales: qualify callers, capture leads into your CRM and book demos through a connected calendar. These are planned, and the assistants don't make outbound calls.
Lead Qualifier
Lead Qualification AI Assistant
Qualifies inbound leads.
See what's planned →
Sales Follow-Up
Sales Follow-Up AI Assistant
Follows up with consenting leads.
See what's planned →
Appointment Setter
Appointment Setter
Books sales meetings.
See what's planned →
Customer Win-Back
Customer Reactivation AI Assistant
Re-engages past customers who opted in.
See what's planned →
Demo Scheduler
Demo Scheduling AI Assistant
Qualifies and books product demos.
See what's planned →
Inbound sales calls
Sales teams get calls from people who saw an ad, a listing or a website and want to know more. The first conversation decides whether a lead is worth a meeting, and it often happens when the team is already on another call.
How a RingMind assistant handles them today
No sales assistant is built yet. The General Business Receptionist can handle inbound enquiries: it answers questions about your services from approved knowledge, asks the qualifying questions you add to its instructions and takes a message with the caller's details. With HubSpot, Salesforce, Pipedrive or Zoho connected (Beta) and the tools enabled, it can capture leads straight into your CRM. With a calendar connected (Beta), it can book a meeting; otherwise it takes a meeting request. Hot leads can be transferred to up to five people on the transfer list. Every call has a transcript, so the salesperson who follows up knows what was asked. See AI lead capture.
Planned sales assistants
These are planned, not available:
- Lead Qualification Assistant, for structured inbound qualification
- Appointment Setter and Demo Scheduling Assistant, for booking sales meetings
- Sales Follow-Up Assistant and Customer Reactivation Assistant, for leads and customers who agreed to hear from you
Limits to know
The assistant doesn't place outbound calls, so it can't run call campaigns or dial leads; click-to-call is for your team's own calls. The assistant can't message customers first by text; on WhatsApp, business-initiated messages need an approved template sent by your team. US texting also needs carrier registration, which support helps with. Lead scoring comes from the questions you set, not from a model of your pipeline.
Questions about AI assistants for sales & marketing
Can RingMind make outbound sales calls?
Not automatically. The assistant answers inbound calls and messages and doesn't dial out. Your salespeople can call a lead one at a time with click-to-call, from your business number.
Can it qualify inbound leads today?
Yes, with the general business receptionist and your own qualifying questions in its instructions. A dedicated lead qualification assistant is planned.
Can leads go straight into my CRM?
Yes, with HubSpot, Salesforce, Pipedrive or Zoho connected (Beta) and the lead tools enabled.
Can it book sales meetings?
Yes, through Calendly, Google Calendar or Microsoft Outlook (Beta). Without a calendar it takes a meeting request for your team.
Can it send follow-up texts to leads?
Not on its own. The assistant replies to people who contact you, and your team can reply by SMS or send approved WhatsApp templates from the inbox.
Built assistants have a full template and test suite and are offered once every test passes. Planned ones are on the roadmap — each page shows the built assistant to use today.