ZYVERRA LABS
AI Product Case Study

AI Sales Engineer

A commercial AI sales platform that engages, qualifies, scores, and captures leads automatically, then hands a sales-ready pipeline to your team. Not a chatbot: an always-on sales engine.
AI Sales Platform Status: Live Product AI Agents · RAG · CRM Multi-language
AI Sales Engineer platform interface
01

Executive Summary

Most website visitors leave without ever speaking to a salesperson, and those silent exits are lost revenue. The AI Sales Engineer is a complete AI sales platform that works the way a great sales development rep would, at scale and around the clock. It engages every visitor in natural conversation, answers their questions accurately from your own knowledge base, qualifies and scores them against your criteria, captures their contact details inside the conversation, and delivers a sales-ready lead, with full history, straight into the CRM. The result is an automated top-of-funnel that turns ordinary website traffic into a qualified, prioritized pipeline while freeing the sales team to focus on closing.

24/7Always-on engagement and capture
12Integrated platform capabilities
0Forms a visitor has to fill in
02

Business Problem

The problem
Businesses lose leads because website visitors leave without ever speaking to a salesperson, and qualifying the few who do reach out eats expensive sales time.
  • High-intent visitors arrive with questions and leave them unanswered.
  • No one engages prospects 24/7 across time zones and languages.
  • Interest is never captured, so there is nothing to follow up on.
  • Reps waste hours qualifying low-intent enquiries by hand.
  • Follow-up is slow and context-light, so warm leads go cold.
  • Static contact forms are abandoned and convert poorly.
03

Solution Delivered

What we built
An AI-powered sales platform that engages visitors, qualifies and scores leads, answers questions from a knowledge base, captures contact details, and stores every conversation, all orchestrated by an autonomous AI agent and managed from an admin dashboard.

Rather than a scripted chatbot, the platform runs an AI agent workflow: it reasons about each visitor, retrieves accurate answers, decides what to ask next, and takes the actions a sales rep would, capturing the lead and routing it to the CRM. Conversation memory keeps every exchange coherent, multi-language support widens reach, and an analytics dashboard makes the whole funnel measurable.

04

Platform Capabilities

AI Chat Assistant

Engages every visitor instantly in natural, human-like conversation, day or night.

Lead Qualification

Asks the right questions to separate serious buyers from casual browsers automatically.

Lead Scoring

Ranks each lead by intent and fit so sales pursues the highest-value opportunities first.

Lead Capture

Collects name, email, and phone inside the conversation, no abandoned forms.

CRM Integration

Pushes every qualified lead and its details straight into the CRM, ready to action.

Conversation Memory

Remembers context across the chat so the experience feels personal, not robotic.

RAG Knowledge Base

Answers product and pricing questions accurately from your curated content, not guesses.

Admin Dashboard

A control center to manage leads, knowledge, and the assistant without touching code.

Conversation History

Full transcripts per lead, so sales picks up exactly where the AI left off.

Analytics Dashboard

Tracks conversations, leads, scores, and conversion so you can measure and improve.

Multi-language Support

Greets and sells to visitors in multiple languages, widening your addressable market.

AI Agent Workflow

An autonomous agent that orchestrates engage, qualify, capture, and route end to end.

05

How the AI Agent Works

  1. Engage — greets every visitor the moment they arrive and starts a relevant conversation.
  2. Understand — retrieves accurate answers from the knowledge base using RAG.
  3. Qualify & Score — asks qualifying questions and scores intent and fit in real time.
  4. Capture — collects the visitor's contact details naturally inside the chat.
  5. Persist & Sync — stores the full conversation and pushes the lead into the CRM.
  6. Hand off — surfaces a prioritized, sales-ready lead with complete history to the team.
06

Technology Stack

Next.jsTypeScriptOpenAIAI AgentsRAGPrismaPostgreSQL
07

Business Value & Outcomes

Outcome
Converts website visitors into qualified leads while reducing manual sales effort, an always-on sales engine that turns existing traffic into pipeline.

Higher lead conversion

Captures interested visitors who would otherwise leave without a trace.

Automated 24/7 selling

First-touch and qualification handled around the clock, with no staffing.

Sales efficiency

Reps spend time only on qualified, scored, sales-ready leads.

Faster follow-up

Leads land in the CRM with full context the instant the chat ends.

Lower cost per lead

Automation removes hours of manual qualification from the funnel.

Scales effortlessly

Handles unlimited simultaneous conversations as traffic grows.

08

Future Improvements

  • Voice and phone-call handoff to live reps
  • Deeper integrations with external CRMs and marketing tools
  • Automated meeting booking and calendar sync
  • Outbound and re-engagement campaigns
  • Richer conversion and drop-off analytics
  • A/B testing of assistant prompts and sales flows