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Vellward
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Role overview
Srank
Available

AI Sales Employee

Does the sales work from first lead to close.

Your AI Sales Employee finds leads, follows up, answers questions, and asks for the sale. Vellward runs the setup. Your team reviews outside messages at launch.

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Role
Sales
Launch
Review at launch
Reports to
Your sales owner

The work it takes on

Your team reviews outside messages at launch.

  • Research and qualify the leads you already have
  • Qualify leads before your team spends time on them
  • Follow up with every lead, not just the easy ones
  • Answer buyer questions from facts you approve
  • Handle common objections
  • Book meetings when a person should take the call
  • Run closing conversations under your review
  • Ask for the sale
  • Follow up after a sales call
  • Keep your CRM and sales records current
  • Send unusual or risky calls to your team
  • Learn from your approved sales material and your feedback

When your team steps in

Hard choices go to the right person.

  • A price, scope, term, or promise is not standard
  • A legal, security, privacy, or data answer is not approved
  • Facts conflict or the right buyer is not clear
  • A relationship, payment, refund, or dispute needs judgment

Information it can use

Only approved facts and records for the agreed work.

  • The lead and deal records you approve
  • Your approved product, price, policy, and sales facts
  • The current sales step and last known next action
  • Your message, timing, quote, and stop rules

Limits and controls

Consent, approved facts, stop rules, and your right to take over always stay in place.

What it cannot decide

  • Facts that are not in an approved source
  • A contract on your behalf
  • Access or consent you did not grant
  • A discount, custom term, or promise outside approved rules

When a person enters

  • A price, scope, term, or promise is not standard
  • A legal, security, privacy, or data answer is not approved
  • Facts conflict or the right buyer is not clear
  • A relationship, payment, refund, or dispute needs judgment

What you control

  • Which records and systems Vellward may use
  • Which messages need your review
  • The approved offer, message, timing, and stop rules
  • When work pauses, access ends, or a person takes over