AI Sales Assistant
Outcomes
Every conversation captured, nothing lost
The AI Sales Assistant works from the CRM and the meeting record. It keeps records current, creates follow-up activities, and answers questions about the pipeline in chat. With conversation intelligence, the recording layer on the Pro edition, it also auto-records and transcribes customer meetings and syncs the details to the CRM, so nothing said on a call is lost.
Watch the AI Sales Assistant update the CRM from a real conversation:
This is the employee whose first business to serve is usually yours. Your CRM in Partner Center is where your own pipeline lives, and the Sales Assistant is what keeps it clean while you sell: meetings recorded, records updated, follow-ups created, coaching insights on every call.
What it does on day one
A configured Sales Assistant already:
- Keeps CRM records up to date and creates follow-up activities so the next step is never lost
- Answers pipeline questions in chat, from "which deals stalled this month?" to "who have I not followed up with?"
On the Pro edition, conversation intelligence adds the capture:
- Auto-records and transcribes customer calls and meetings, once recording is enabled, with 750 minutes included each month
- Updates CRM records with lead and job details straight from those conversations
- Surfaces sales coaching insights from real calls
Activate the AI Sales Assistant for your clients
The assistant is not a separate purchase; CRM AI carries it. You activate CRM AI on the client's account, from the account's Products tab in Accounts → Manage Accounts. From that moment the assistant works inside the client's CRM in their Business App, under your brand: meetings recorded, records updated, and the chat ready for pipeline questions.
CRM AI Standard or Pro unlocks the Sales Assistant. A basic CRM is free with every Business App account, and your own CRM comes with Partner Center, but the free CRM does not include this employee: the CRM AI subscription is what adds it. Conversation intelligence, the recording and coaching layer, is Pro only.
Open your CRM in Partner Center and pick any company record. You never have to type those fields in by hand again: the Sales Assistant fills them from the conversation itself.
When a client is ready, the AI Sales Assistant setup guide walks the full configuration end to end: recording, CRM updates, and the chat interface.
Knowledge Check
Three quick questions on what it captures, what it answers, and the edition that carries it.