AI sales agent — Product Walkthrough
Give every new enquiry a useful first response, capture the right details, and leave your team with a clearer next step.
What this walkthrough covers
This product walkthrough demonstrates real-world execution, system handoffs, and user controls engineered by The Squirrel Technologies.
- ✓Answers first questions
- ✓Asks simple qualifying questions
- ✓Captures lead details
- ✓Creates a useful CRM record
- ✓Routes people to the right next step
- ✓Keeps your team in control
Ready to test?
Experience the live demo
Test the interactive simulator, review integrations, and model cost savings.
How this workflow fits together
The video introduces the product. These steps explain the work around it, including the points where your team keeps control.
- Step 1 · Website
An enquiry arrives
A visitor explains what they are trying to improve.
- Step 2 · AI sales agent
The right questions are asked
The agent gathers the details that make the next conversation useful.
- Step 3 · HubSpot
The context is saved
A clear record can be added to your CRM.
- Step 4 · Human handoff
Your team takes over
People focus on qualified conversations, not chasing context.
Questions to ask after watching
Will it replace a salesperson?
No. It handles the first routine part so your people can spend time on the conversations that need their judgement.
Can it use our sales process?
Yes. We agree the questions, handoffs, and information it can share before it goes live.
Can it update HubSpot?
Yes, with the fields and permissions your team has approved.
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