Slow lead response
New enquiries wait while the team is busy, and interested prospects move on.
IT Automation
AI sales agents that qualify enquiries and prepare your team
Collect requirements, answer approved questions and book the next conversation so your sales team starts with context instead of a cold form submission.
Lead qualificationRequirement captureTeam hand-off
Remote services are available across Canada where suitable. Ontario is our initial focus, with on-site work by arrangement within approximately 150 km of Hamilton.
Lead handling from first message to hand-off
The agent collects structured context and leaves the sales conversation to your team.
01
Initial enquiry
A prospect asks about a service, product or project through a supported channel.
02
Qualifying questions
Approved questions capture budget range, timing, location and requirements where appropriate.
03
Prepared hand-off
A summary and suggested next step are sent to the sales team or booking workflow.
Problems we help solve
Practical outcomes for the work that slows you down
Inconsistent qualification
Important questions are skipped, so early sales calls repeat the same discovery work.
Manual data entry
Enquiry details are copied from email or chat into a CRM by hand.
Features and capabilities
What is included in a scoped engagement
Qualification scripts
Approved questions are defined around your services, territory and ideal engagement.
Meeting requests
Supported calendar workflows can offer available times without promising a confirmed sale.
CRM-ready summaries
Collected details and conversation context are prepared for a supported CRM or inbox.
Clear limits
The agent does not negotiate pricing or make commitments outside the approved scope.
Industries and use cases
Where this service can help
These are relevant use cases. We distinguish potential fit from verified client experience and only reference work where evidence exists.
B2B services
Inbound enquiries can be qualified by service need, timing and decision process.
Real estate
Buyer and seller enquiries can be sorted by area, property type and preferred contact time.
Home improvement
Project enquiries can be captured by job type, location and rough timing before a site visit.
How it works
A clear process from discovery to ongoing support
Map the workflow
We document the task, the people involved, the systems used and the decisions that need human judgement.
Choose the simplest fit
A rule-based workflow, a chatbot or an AI agent is selected based on the task, data sensitivity and total cost.
Implement with controls
We connect approved systems, define escalation paths and test failure handling before launch.
Review and refine
Where included, we review conversations, automate further steps and adjust the scope as the business changes.
Complementary services
Related ways Proxen can help
FAQs
Frequently asked questions
Will the agent replace our sales team?
The intended role is to handle routine qualification and hand over. Complex conversations and negotiation stay with your team.
Can it quote prices?
It should only use approved pricing information. Custom quotes and commitments are left to a person.
Where do leads go?
Leads can be sent to a supported inbox, CRM or booking workflow, depending on the integration.
Can we review conversations?
Review options depend on the selected platform and your data policy. This is confirmed during scoping.
Book a consultation
Tell us what you need ai sales agents to do for your business
We will review the scope, systems involved and practical next steps. No obligation, and any fees or third-party costs will be discussed before work begins.