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Sales Assistant

AI-powered sales intelligence assistant providing lead scoring, pipeline analysis, sales forecasting, and customer insights.

Features​

  • Lead Scoring - AI-driven lead scoring based on behavior, demographics, and engagement
  • Pipeline Analysis - Intelligent analysis of sales pipeline health and bottlenecks
  • Sales Forecasting - Predictive forecasting based on historical data and trends
  • Customer Insights - Deep insights into customer behavior and preferences
  • Sales Recommendations - Actionable recommendations for deal progression

Requirements​

RequirementDetails
DependenciesAICore
PHP Version8.2+
AI ProviderAt least one AI provider configured in AI Core
RecommendedCRMCore, SalesTarget modules for full functionality

Installation​

  1. Ensure AI Core module is installed and enabled
  2. Enable the Sales Assistant module in Settings > Modules
  3. Configure data sources and forecasting parameters

Configuration​

Navigate to Settings > AI Core > Sales Assistant to configure:

  • Lead Scoring Model - Configure scoring criteria and weights
  • Forecast Horizon - Set prediction timeframes (weekly, monthly, quarterly)
  • Data Sources - Connect CRM, email, and activity data
  • Alert Thresholds - Set alerts for at-risk deals and opportunities

Usage​

Lead Scoring​

use Modules\SalesAssistant\Services\SalesAssistantService;

$assistant = app(SalesAssistantService::class);

$score = $assistant->scoreLead([
    'lead_id' => 123,
    'include_factors' => true,
]);

// Returns: { score: 85, factors: [...], recommendation: "High priority - engage immediately" }

Pipeline Analysis​

$analysis = $assistant->analyzePipeline([
    'period' => 'current_quarter',
    'include_risks' => true,
]);

Sales Forecasting​

$forecast = $assistant->forecast([
    'horizon' => '90_days',
    'confidence_intervals' => true,
    'by_rep' => true,
]);

Customer Insights​

$insights = $assistant->getCustomerInsights([
    'customer_id' => 456,
    'include_churn_risk' => true,
    'include_upsell_opportunities' => true,
]);

API Endpoints​

MethodEndpointDescription
POST/api/v1/sales-assistant/score-leadScore a lead
GET/api/v1/sales-assistant/pipelineAnalyze pipeline
POST/api/v1/sales-assistant/forecastGenerate forecast
GET/api/v1/sales-assistant/insights/{customer}Customer insights

Dashboard Widgets​

The Sales Assistant adds AI-powered widgets to the sales dashboard:

  • Lead Score Distribution - Visual distribution of lead scores
  • Pipeline Health Indicator - Overall pipeline health score
  • Forecast Accuracy - Track forecast accuracy over time
  • At-Risk Deals - Deals flagged as at-risk by AI

Notes​

  • Lead scoring improves with more historical data
  • Forecasts are updated daily based on new activity
  • All AI recommendations include confidence scores
  • Integrates with email tracking for engagement signals
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