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Sales AI · marIA in attendo CRM
A form comes in overnight. marIA filters out spam, classifies, scores and assigns the lead, and writes the draft reply. When the sales rep gets in, they read it, fix it and send it.
Automation and AI
The lead comes in through a form on your website, email or chat, with the campaign it came from. A flow filters out spam and classifies it by industry, size and urgency. Then it scores fit and assigns it by your rules. These flows are set up during onboarding.
marIA writes the first reply with the account history in front of it. The draft waits in an inbox until the sales rep reads it, fixes it and sends it.
On the lead record, a panel brings together its summary, pain points and strengths. It adds public information about the company, a SWOT and a draft proposal, which marIA prepares when the stage changes. Each card flags when the analysis is out of date.
It combines activity, issues and satisfaction into one indicator. If health drops to critical, an optional flow creates a task for the account owner. You see churn coming.
You state what you sell and marIA gathers companies from several sources, including LinkedIn Sales Navigator. It removes duplicates and prepares a SWOT for each one. Every campaign email is written for that company.
In reports by sales rep, marIA writes a plain-language reading: who is above average and who is drifting from target. It drops sentences with figures that are not in the report. Its metrics are one more tab in your sales metrics.
How it works
This is how it is used day to day, on the same document as the rest of the modules.
With your key and a monthly budget that warns you as it gets close and stops the AI once it is reached.
They ship switched off. During onboarding they are filled in with your industries, your assignment rules and your ideal customer.
It arrives clean, classified, scored and assigned, with its AI panel and a draft waiting in the inbox.
They fix the draft and send it, or discard it. If the opportunity enters AI Autopilot (Multiple AI Agents), it follows its process with its score.
marIA filters out spam, classifies, scores, drafts and summarizes. It does not close deals or write to your customers on its own: automatic sending exists only for low-score leads, if an administrator turns it on. Every operation is logged with who started it, the model and its cost, under the monthly cap you set. See attendo CRM.
Where it is used
Industry solutions
Use cases by department
Honesty
It does not close deals or send anything on its own: the draft waits for a person.
The qualification flows are not active out of the box. They are set up and switched on during onboarding.
Works with
It suggests and assigns. A person decides.
Micro-agents that score and prioritize. You take the wheel.
See AI Autopilot (Multiple AI Agents)Your quote · Office maintenance
Quotes with options that the customer opens, picks and accepts
See Web quotesOne single record
WhatsApp “What time are you coming?”Teams Message from the supervisorCall Transcribed and summarizedEmail, WhatsApp, Teams, Meet, web chat and phone, channel by channel
See Communications
SELECT supplier, COUNT(*) … GROUP BY supplier Ask in plain language. Get answers from your data, with the source.
See AI-Chat and DB AssistantGlossary
Sales and customers
Pipeline
The sales pipeline is the set of open sales opportunities, organized by the stage each one is in.
Sales and customers
Weighted pipeline
A weighted forecast is the sum of open opportunities, each multiplied by its probability of closing.
Sales and customers
Customer churn · churn rate
Churn is the loss of existing customers, usually because they do not renew their contract.
Frequently asked questions
No. It is the AI layer of attendo CRM and works on the same customers, contracts and opportunities. Without it, the CRM works in full.
Not by default. Drafts wait for approval. Automatic sending exists only for low-score leads, if an administrator turns it on, and it is logged.
The score is a number you can ignore or adjust. You set the criteria, and the lead panel shows what each agent did.
It only gathers public information about the lead’s company to prepare the call. It does not access anything private, and the rows in your tables only travel to Scaleway or to your Microsoft 365 Copilot.
Whatever it uses at your AI provider, shown on the usage screen. You set a monthly cap and, once it is reached, the AI stops.
Request a demo
We will show it to you with your own document types and the way you work. If it is not a fit, we will tell you.
Would you rather talk first?