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Sales Assistant

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

Features​

  • Chat Interface - Conversational AI assistant for sales-related questions with session management
  • Lead Scoring - AI-driven lead scoring for individual leads
  • Pipeline Analysis - Intelligent analysis of sales pipeline health
  • Sales Forecasting - Predictive forecasting based on historical data
  • Sales Insights - AI-generated insights with tracking and updates
  • Dashboard - Quick insights overview with recent sessions and insights

Requirements​

RequirementDetails
DependenciesAICore
PHP Version8.2+
AI ProviderAt least one AI provider configured in AI Core

Installation​

Enable via Admin Panel​

  1. Log in as administrator
  2. Navigate to Settings > Addons
  3. Find Sales Assistant and click Enable

Enable via Command Line​

php artisan module:enable SalesAssistantAI
php artisan migrate
note

AI Core must be installed and enabled with at least one AI provider configured before enabling this module.

Usage​

Dashboard​

Access the Sales Assistant at /sales-assistant-ai/. The dashboard shows:

  • Quick AI-generated insights
  • Recent chat sessions
  • Recent sales insights

Chat Interface​

Access the chat at /sales-assistant-ai/chat. Features include:

  • New Session - Create a new sales-focused chat session
  • Send Messages - Ask sales-related questions and get AI responses
  • Session History - Load messages from previous sessions
  • Delete Session - Remove chat sessions

Lead Scoring​

View lead scores at /sales-assistant-ai/lead-scores and score individual leads. The AI evaluates leads based on available data and provides scoring results.

Pipeline Analysis​

Use the pipeline analysis feature to get AI-driven insights into your sales pipeline health, identify bottlenecks, and receive recommendations.

Sales Forecasting​

Generate AI-powered sales forecasts based on historical data and current pipeline status.

Insights​

View AI-generated sales insights at /sales-assistant-ai/insights. Insights can be tracked and updated over time.

Notes​

  • Lead scoring accuracy improves with more historical data
  • All AI operations are processed through AI Core
  • Insights are stored and can be reviewed and updated
  • The module works best when used alongside CRM and Sales Target modules

Changelog: View version history

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