A delivery slips.
A stock change, slipped date or superseded part can trigger a useful update. Prepare the facts, alert the owner and follow the approved response, including complaints, returns and warranty questions.
Less chasing.
More selling.
Product enquiries, dormant accounts, trade shows and meetings. Explore the everyday work your team can delegate, with the AI Harness connecting each task to its account context, playbook, decision owner and confirmed next step.
A sent quote needs a next step.
Help reps stay on top of open quotations without personally chasing every routine response.
Industrial components · Open quotationIllustrative exchange · Sample messages
What starts the work
An agreed quotation follow-up is due.
- Worker · Email
Would it help to review the quotation together?
The worker follows the agreed timing and permitted contact channel.
- Customer · WhatsApp reply
Can you change the delivery date and review the price?
The request joins the same account record, with translation if needed.
- Rep · Decision
Review the pricing and delivery request.
The rep receives the quotation, customer’s words and relevant history.
The boundary
A price or delivery request outside the worker’s limits goes to the authorised person.
Context prepared
Account history, the quotation, approved product knowledge and a contact playbook.
What gets recorded
Save the request, its owner and the agreed follow-up. Send approved updates back through the configured connection.
Set the playbook and owners.
Your team sets the direction
Choose the quotes and the playbook.
Select the accounts, follow-up timing, approved materials and questions. Set the decisions that come back to a rep.
Virtual workers carry the routine
Follow up and understand the response.
Contact the customer through an allowed channel. Answer with approved product and account information. Keep the next step moving.
Your people step in
Handle the commercial decision.
A request outside the worker’s limits comes back with the customer’s words and the relevant context.
What your team gets back
More time for the quotes that need judgment, with routine follow-up carried and the account’s next step recorded.
Across channels, with a record
An email can lead to a WhatsApp question and a call with your rep. Shared account memory and approved updates keep the work connected.
Illustrative workflows based on the product guides. Your playbook, contact rules, connections and human decision owners determine what each worker can do.
Act when the account changes.
A buying cycle returns.
Use the account’s usual reorder rhythm to prepare timely outreach. Check current requirements, prices and availability before making a commitment.
A software account evolves.
Follow trial progress, renewal dates, expansion interest and changes in the buying team. Bring the account owner a prepared next step.
Your desks.
Your workers.
Your way of working.
Configure virtual workers around the people who own the work. Explore three examples of how a team can be arranged.
People own the accounts. Workers support the day.
Reps work at their desks, with named virtual workers on their accounts. Managers direct the team; Operations manages worker capacity and, with Deal Desk access, renewals.
Manager DeskPriorities & coverage
Rep DesksAccount owners & decisions
Operations DeskWorkers, queues & renewals
Delegate routine work · Bring decisions back
Virtual workerKey account follow-up
Open quotes and next steps
Virtual workerAccount reactivation
Quiet accounts and check-ins
Virtual workerEnquiries & reorders
Routine questions and repeat business
Corvair Knowledge Substrate supplies underlying conversation memory and cited library search. People and worker units share the permitted account context, with facts traced to their source and date.
Each named worker can run multiple worker units. Capacity scales with the work, within the limits you set.
Shared commercial workflow
Deal Desk
Available to the people with the relevant access.
Reps & managers
Proposals, pricing decisions and quotations.
Operations
Renewals to prepare and approve, supported by Dex.
Illustrative team configurations, not customer deployments. Worker roles, units and permissions are configured for each team.Explore the actual desk designs
Start with your people.
Choose the account owners, the manager and the people who handle requests. Give each person the desk and permissions their work needs.
Add workers around the work.
Assign accounts or campaign work. Set the playbooks, channels, capacity and limits for each virtual worker.
Connect and try the setup.
Bring in the company data, test the workflow and human handoffs, then increase delegated work at your team’s pace.
Built first for
your kind of sales.
Our initial focus is manufacturing, industrial and technology businesses. These examples show where the same team model can help.
Manufacturing
Quotation follow-ups, product enquiries and reorder conversations, with people handling technical and commercial decisions.
Explore quotation follow-upIndustrial
Distributors, resellers and long-standing accounts. Pick up dormant relationships and give repeat business a clear next step.
Explore dormant accountsTechnology
Enquiries, event leads and buying-team follow-up, so your salespeople can focus on qualification and progressing opportunities.
Explore campaignsWhat would your team
stop chasing?
Bring us one workflow and the people who own it.