Atiende gathers prospect requirements, checks approved pricing and leaves the opportunity with an owner and next contact. When the sale is confirmed, operations receive the products, terms and commitments.
Atiende gathers prospect requirements, checks approved pricing and leaves the opportunity with an owner and next contact. When the sale is confirmed, operations receive the products, terms and commitments.
Follow the information, decisions and actions. Each stage prepares the next.
Ask what the prospect needs, when and at what scale. Keep products of interest, contact details and answers useful to the salesperson. Your business criteria determine when to assign the opportunity.
Check products, approved rates and availability in connected sources. Gather quantities and terms to prepare a quote. Discounts and terms outside the rules wait for the relevant sales approval.
Record the conversation, stage and owner in the agreed CRM. Schedule follow-up under the defined contact rules. When the prospect replies, the salesperson can see what was offered and what remains undecided.
After the sale is confirmed, gather products, quantities, dates and accepted terms. Fulfillment receives those details and the opportunity references. Outstanding conditions remain visible for someone to resolve.
Try the agent by voice or chat. Or hear how it guides a conversation from start to finish.
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Needs, products, timing and contact details stay with the opportunity. Salespeople use the conversation to complete the scope, answer questions and agree on the next step.
The catalog and commercial terms are the source for quotes. Special pricing keeps its approval step so staff can verify what was offered and who authorized it.
Stages, activities, proposals and next contacts stay in the connected CRM. At handoff, commitments travel with the agreed order or project.
Transformation starts where time is lost today. We design automation around your people, your rules and the systems you already use.
Observe how your team works today: real requests, repeated tasks, waiting, errors and systems. Discovery produces a process map, ownership and a measurable baseline.
Define inputs, decisions, actions and completion evidence. Prioritize impact and feasibility, with clear rules for approvals, exceptions and follow-up.
Review available APIs, webhooks, files and access. Agree which system owns each record, what the agent may read or update and how to prevent duplicates or unconfirmed actions.
Validate normal workflows and difficult cases: incomplete information, unavailable systems or pending approvals. Your team reviews outcomes before expanding usage.
Define ownership, training and follow-up. Compare time, quality and backlog against the baseline; refine rules and expand to other processes when outcomes justify it.
That is not the described scope. The proposal starts with contextual inquiries and opportunities; outbound contact requires defined provenance, permissions and limits.
It could only present expressly authorized terms. Discounts, exceptions and out-of-policy commitments are referred to the responsible person.
A summary of need, shared information, open questions and the agreed next step, together with permitted contact details.
Let’s start with a process that matters. Discover what your team could do with more time.
Book a demoOr write to us about the process you want to improve