Ami Sales
Scores opportunities on observed behaviour, forecasts revenue and suggests the next step on each deal.
A forecast built on how the sales team feels always leans optimistic. The agent scores opportunities on behaviour that was actually recorded, and points out the deals that have stopped moving.
Job in hand — here is what the agent does
You handed it over once, above. From there the agent watches the data, runs when a business event happens, does the part you delegated and brings the rest back with its evidence. This is what it has done — and what is still waiting for you.
Done by the agent — nobody had to ask
- Scored opportunities on real behaviour
- Flagged deals that have stopped moving
- Compared to closed deals of similar accounts
- Reviewed the terms under negotiation
- Suggested the next step for each deal
Waiting on you
- A large deal parked at the quote stagefor you to review
- Quote beyond the discount bandfor you to approve
Which deals deserve the push this week?
Three deals score highest, and one of them is parked at the quote stage.
Write the next step for the top-scoring group and log it on each opportunity.
Logged the suggested next step on every opportunity in the top-scoring group, with the reasoning.
The quote beyond the discount band is outside what you delegated — drafted, waiting for your approval.
Where is that large deal stuck?
It has sat at the quote stage since the last exchange, and payment terms are the open point. I pulled the conversation history together for you to read before you call.
Audit log · Ami Sales · delegated by Head of Sales
The figures in this example are illustrative. In production the agent creates no numbers — it reads and reorders what your system already holds.
- Reads inside your permissions
- Acts only where you delegated
- Every action leaves a trace
Where you meet the agent
- Right inside the module screenSuggestions appear beside the document you already have open, not in a separate app.
- Ask Ami in plain wordsType or speak, in the same language you already use across the system.
- Runs by itself when there is workFires on a business event and brings the work to you, instead of waiting for you to remember.
Where the agent gets its data
The agent has no data store of its own, syncs nothing outward and keeps no copy. It reads directly on the permissioned data layer the module already runs on — within the exact rights of whoever called it.
- Data leaves the company
- Permissions get rebuilt a second time — and can drift
- Figures lag behind the sync cycle
- Opportunities, stages and interaction history
- Closed orders from comparable customers
- Quotes and terms under negotiation
And where does the AI model run?
The diagram above is about where the DATA sits; this is about where the MODEL runs — two different things. Routing follows data sensitivity automatically; you do not pick per task.
See the hybrid AI modelAgents in the same group
Other agents on the same data layer — usually switched on together.
- Ami ChannelSpots outlets losing ground and proposes routes and promotions based on the dealer's actual stock.
- Ami CampaignWatches multi-channel campaign numbers, flags spend and cost-per-lead anomalies, and proposes reallocating the budget.
- Ami ContentDrafts multi-channel content in your brand voice and approved editorial line, slotted straight into the publishing calendar.
- Ami PulseTracks brand, competitor and industry keywords from the sources you declared, summarises what is being said and warns early when the tone turns.
- Ami CareClassifies customer requests, drafts answers from internal knowledge and warns when a case is about to breach its service commitment.
What this agent does not do
- It grants itself nothing.The agent pre-fills forms and can write to the system — but only within what you delegated; beyond that it stops at a suggestion.
- There is no data shortcut.The agent sees exactly what the calling account may see — no private connection of its own.
- It never acts anonymously.The log records which agent acted, under whose delegation and who approved — accountability stays with people.
How to switch this agent on
- Your company needs to be running the Sales & CRM module — the agent reads that module's own data.
- No separate permission setup: the agent's rights are the rights of whoever calls it.
- Switched on and tuned during rollout, following your existing approval flow.
The exact scope and the order modules are switched on get settled in the demo, against your current setup.
Questions people usually ask
Can the agent change data on its own initiative?+
Not on its own initiative — but it does more than read. The agent pre-fills forms and writes to the system within exactly the scope you delegated to it; anything beyond that stops at a suggestion and waits for someone with authority. Either route, every action lands in the audit log.
What if the agent suggests the wrong thing?+
Every suggestion carries its evidence: which document, which line, and why. The reviewer edits or rejects it before anything is written — and both of those actions leave an audit trail too.
How is this different from a chatbot?+
A chatbot only answers when asked. An agent also takes a job you hand over once, then watches the data on its own, runs when a business event fires, and reports back — that is the half a chatbot never does.
How is this different from an automation flow?+
An automation flow runs the steps it was configured with. An agent reads business data, ranks it by situation and picks what needs doing — within exactly the scope you delegated, and anything needing approval still goes through your existing approver.
Does data leave the company?+
Tasks that touch sensitive data run on Internal AI placed inside your own infrastructure; only non-sensitive tasks use an external model. Routing follows the sensitivity of the data automatically.
See the agents run on your own data.
Book a demo scoped to the modules and industry you actually need.