AI sales agents that respond, qualify and book meetings around the clock
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An AI sales agent answers inbound questions, explains approved products and pricing, qualifies opportunities against your sales criteria and books meetings. Loonar designs, deploys, trains and supports agents connected to your CRM, giving sellers a clear conversation summary and helping buyers reach the right next step without repeating their needs.
In short
- Qualify against shared criteria.
- Keep pricing within approved policies.
- Give sellers the full context.
How do you know you need AI sales agents?
Inbound interest goes unanswered
A buyer asks a question while actively evaluating options, but the team responds after that moment has passed. Slow follow-up leaves basic concerns unresolved and gives sellers little context about what the visitor needed when interest was strongest.
SDRs repeat the basics
Product questions and routine scheduling consume time that sales development representatives need for discovery. Without a reliable way to handle these exchanges, the team spends its attention restating approved information instead of exploring fit and building relationships with potential buyers.
Qualification varies by seller
Different interpretations of fit make the pipeline difficult to assess. One seller advances a contact that another would keep in nurture. Missing evidence and unclear acceptance criteria create extra discovery work and friction between marketing and sales teams.
Visitors leave without asking
A product page rarely answers every question about a particular buying situation. When the only next step is a long form, visitors may leave before explaining their concerns. The team loses both the conversation and insight into what blocked progress.
How does it work?
Immediate channel coverage
Respond across the website, chat, WhatsApp and email using consistent commercial guidance. Define channel scope and escalation rules so automated availability never implies that a human seller is immediately available.
Conversational qualification
Use BANT, MEDDIC or your own framework to gather relevant evidence naturally. Separate confirmed buyer statements from assumptions and keep unanswered questions visible rather than treating incomplete information as qualification.
Approved commercial answers
Ground responses in authorized catalogs, pricing and policies. Assign content owners and review dates, and route unusual terms to a seller instead of letting the agent invent a commercial commitment.
Connected meeting booking
Check availability and route bookings by territory, expertise or account ownership. Confirm the outcome with the scheduling system before telling a buyer that a meeting has been successfully booked.
Structured CRM records
Capture approved contact details, qualification evidence and conversation summaries in the CRM. Apply identity and duplicate rules, and distinguish verified information from fields that still require a seller's review.
Contextual human handoff
Give sellers the buyer's goal, outstanding questions and relevant buying signals. Apply explicit priority rules and preserve the conversation history needed to continue discovery without asking the buyer to start again.
How does Loonar deliver?
Discovery
Loonar reviews inbound channels, repeated questions and qualification practices with your sales team. We agree on the initial use case, trusted sources and baseline measures before configuring the agent or connecting systems.
Design
We define conversational qualification, response boundaries and handoff rules around your sales process. The design names exception owners and identifies which commitments or decisions always require a person's approval before proceeding.
Deployment and integrations
We configure approved content, channels, CRM access and scheduling connections. Tests cover record creation, duplicate handling, booking confirmation and integration failures before a controlled release to the agreed audience.
Team training
We train sellers and managers to review conversations, accept qualified leads and report missing content. The team learns how to request changes without silently changing qualification standards or commercial policies.
Operations and improvement
We review conversations alongside downstream sales outcomes, not just activity counts. Approved updates address missed questions, weak qualification and stalled handoffs, with clear owners for ongoing content and workflow maintenance.
Which technology does Loonar use to deliver it?
What results do we measure?
- Lead first response time
- Tracks the interval between an inbound inquiry and the first useful response.
- Qualification rate
- Shows the share of leads meeting the agreed sales qualification criteria.
- Meetings booked
- Tracks confirmed appointments while distinguishing cancellations and rescheduling.
- MQL to SQL conversion
- Measures the progression from marketing-qualified leads to sales-accepted opportunities.
- Pipeline generated
- Tracks opportunity value attributed to the agent workflow under agreed CRM attribution rules.
Rules-based chatbot or AI sales agent?
Compare how each approach handles buyer questions and prepares an actionable sales handoff.
| Aspect | Rules-based chatbot | AI sales agent |
|---|---|---|
| Conversation | Predefined branches | Context-aware questions within scope |
| Qualification | Fixed fields and choices | Evidence against agreed criteria |
| Knowledge | Answers attached to flows | Approved commercial sources |
| Actions | Configured integrations | Permission-based CRM updates and booking |
| Handoff | Collected form fields | Summary, evidence and open questions |
Where do we apply it?
SaaS
Help prospective buyers understand documented features, requirements and purchasing options before booking a demo. The agent captures the intended use case and routes the conversation to the right specialist. Questions about undocumented capabilities stay with a human owner, avoiding promises about future product work or unsupported implementation requirements.
Education
Guide prospective students through approved program information, study formats and entry requirements. The conversation captures goals and availability to suggest an appropriate next step. Scholarship exceptions, credit recognition and special enrollment terms go to an advisor with context, rather than becoming commitments that the institution has not authorized.
Manufacturing
Handle early inquiries about product families, applications and purchasing requirements. The agent collects the details a commercial or technical specialist needs before preparing a response. Safety-critical specifications and custom proposals remain subject to human review, while the CRM retains the buyer's original requirements and outstanding questions.
Frequently asked questions
Does an AI sales agent replace an SDR?
The aim is to give salespeople more room for meaningful discovery, not to remove judgment from selling. An AI SDR can handle routine questions, collect information and arrange meetings while people build relationships and negotiate. Loonar designs, deploys, trains and supports the workflow with your team. The right division of work depends on sales complexity, reliable source material and the decisions that need human ownership.
How do we prevent incorrect pricing or promises?
Use approved commercial sources with named owners and clear validity rules. The agent should consult those sources and escalate exceptions instead of improvising discounts, delivery commitments or contract terms. Test ambiguous requests and review real conversations to uncover weak spots. These controls reduce risk but cannot guarantee perfect answers. When an applicable price or condition cannot be verified, the agent should request human confirmation before proceeding.
Does it integrate with our CRM?
Integration depends on your CRM's available interfaces, permissions and data model. Discovery checks contact creation, qualification fields, opportunity updates and activity logging. It also defines duplicate handling and recovery when a connection fails. The agent should have only the access required for its tasks. Failed writes need a visible follow-up path so a conversation does not appear successfully recorded when the underlying update was rejected.
Can it work on WhatsApp?
Yes. WhatsApp can be part of the sales workflow when the required channel capabilities and operating conditions are in place. The project defines identity checks, conversation continuity and seller handoff. Business-initiated messages must follow applicable channel rules and contact preferences. The agent should make its role clear, respect requests to stop and distinguish an automated response from a promise that a salesperson is available right now.
How do we measure return?
Start with a baseline and track response time, qualification rate, confirmed meetings, MQL to SQL conversion and pipeline generated. Agree on CRM attribution so the same opportunity is not counted twice. Review meeting quality and operating cost alongside activity. AI lead qualification should support evidence of commercial progress; more conversations alone do not establish value, especially if sellers receive poorly matched leads or buyers fail to attend.
Shall we design the next version of your operation?
Tell us the challenge. One conversation with a specialist gives you a clear path, even if it isn't time to buy yet.