AI Sales Agent

Sales

AI Sales Agent

Guides a prospect on your website from a first question to a warm handover: it runs your own discovery questions, recommends only from the products you have written down, and explains why that one fits what the customer told it. It never invents a price and it never offers a discount - any pricing ask goes to a named person instead. Every lead is written to your sheet with the reason for the recommendation, and your sales team is emailed the full brief.

How it works

A visitor opens the chat on your website. The agent reads four tabs from a Google Sheet you own - Products, DiscoveryRules, Objections and Policies - and everything it says for the rest of that conversation comes from those rows and nowhere else. It works through the discovery questions you wrote, in your own words, asking one or two at a time rather than firing a list of five. Then it recommends from your Products tab and says why that one fits what the customer told it, using the best_for and not_for columns you filled in. A plan whose not_for describes this customer is ruled out with a reason, not quietly skipped. Three columns decide what it may do with a product. An availability of "available" can be bought now, and the agent gives the buy link exactly as you typed it - it is not allowed to compose a URL of its own. "contact_sales" means a person must quote it, so the agent hands over rather than naming a number. "unavailable" is never offered at all, though the agent still recognises the name if somebody asks for it directly. A price of "POA" means no price exists, and the agent says a person will quote it rather than estimating. When the customer is ready, a separate guarded workflow does the recording: it writes the lead to your Leads tab with every discovery answer and the reason for the recommendation, then emails your sales team the full brief. The agent itself holds no ability to write a row and no ability to send an email. That is a property of how it is built rather than a promise about how it behaves - there is no path from the conversation to your data except through that one workflow. If the write is refused the customer is told why, and if the outcome comes back unknown the customer is told that too, instead of being reassured about something that may not have happened. A discount request never gets an answer. There is no percentage the agent may offer, no range it may hint at and no authority it can draw on: the conversation goes to a named person with the specific ask written down, and the customer is told who is picking it up and roughly when. Custom contracts, legal review and security review work the same way. This is deliberate - an agent that improvises 10% off has either cost you margin or forced a person to start the relationship by taking something away.

What's included

The key things this template does for you.

Answers only from your own sheet - products, prices, availability, policies and objection wording all come from tabs you control, and nothing else is ever stated

Runs your discovery script, not a generic one - you decide the questions, their order, and which must be answered before any recommendation

Recommends with a reason, and rules the wrong option out with a reason too, using the best_for and not_for columns you write

Never offers a discount and has no authority to - every pricing, contract, legal or security ask goes to a named person with the specific request written down

Cannot write a row or send an email by itself - every write goes through one guarded workflow, so "it can only contact your sales address" is built in, not promised

Tells the customer the truth about the save - confirmed when it worked, the real reason when it was refused, and "still saving" when the outcome is genuinely unknown

Installation

What setting this up involves.

Install the template and connect Google Sheets and Gmail when asked. Those are the only two connections it needs.

Answer the setup questions: your business name and what you sell, your sales team's email address, the name of the person who handles anything needing approval, your booking link, your currency and your timezone.

Open the "AI Sales Agent Setup" application and press Run, once. It creates a Google Sheets workbook named after your business with six tabs - Products, Policies, Objections, DiscoveryRules, Leads and Log - already filled with worked example rows. Running it again is safe: it finds the workbook it made last time instead of creating a second one.

Replace the example rows with your own. This is the step that matters: Products, Policies, Objections and DiscoveryRules are the agent's entire world, so until you edit them it will offer example plans at example prices to real customers.

Leave the "Sales Lead Capture Guard" application stopped. It runs on demand each time the agent records a lead; starting it would turn that call into a log line that does nothing.

Try it before you embed it: open the AI Sales Agent flow and run a test conversation as a customer would, checking that the plan, price and buy link it quotes match your Products tab exactly. Then embed the chat widget on your site.

~5 min to launch

Free to start. You will sign in first, then set it up.

Connect 2 tools, fill in a few details, and install it. No coding.

FUNCTION

Sales