sales-i Bot

Document workflow automation tailors the sales team’s follow-up, leading to better sales outcomes. Collaborate better and work smarter with a no-code sales-i Bot.
Try automation, it’s free!
Please note: sales-i Bot is not available yet.

This integration is still in development and will be added as soon as possible. Contact us for more status updates.

Meanwhile, you can automate your workflows using 100+ no-code bots currently available in airSlate.

AirSlate allows customers to operate faster and more efficiently with a Workspace made for successful, electronic cooperation

AirSlate allows customers to operate faster and more efficiently with a Workspace made for successful, electronic cooperation. Making use of the sales-i Bot companies of all sizes have been maximizing their info routing workflows. Give airSlate’s automation features a try and align improved ROI with comprehensive DPA methods.
What the sales-i Bot does
Use the Bot to connect the different business productivity solutions you already use without having to code. It helps you automate the most complex workflows and simplifies in-team/cross-team collaboration. Never lose deals or slow down processes because of typos again.
When to use the sales-i Bot
Use the Bot to automate workflows, even the most complex ones. With airSlate, a powerful workflow automation platform, eliminate tedious tasks, freeing employees to focus on higher-value work. Business process automation tools are a great way to show your team that your company is moving in the right direction.

Get your automated workflows up and running in minutes with the sales-i Bot. No coding required.

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Step 1
Install and configure the Bot
Select the sales-i Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the sales-i Bot to your workflow and start configuring it without coding or APIs.
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Step 2
Add simple “if-this-then-that” logic
Add conditions that define how and when the sales-i Bot will run. Conditions can be based on data, dates, names, and user roles. Once the bot is enabled, run the workflow and observe the sales-i Bot in action.
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Install sales-i Bot to automate your workflow

How to use the sales-i Bot

AirSlate is a robust workflow automation program that maximizes business processes by using configurable microprograms, identified as automation Bots. They, in addition to sales-i Bot raise performance, increase turnaround, reduce human complications, increase quality and compliance, save costs and release time for staff to concentrate on creative, more useful assignments.Bot for sales.

Give your current team anything they ought to have and carry out the sales-i Bot:

  • 1. Generate an airSlate Business Cloud account if you don’t have one and log in.
  • 2. Start a Flow with a new Document Flow or utilize a ready-made template. Bot for sales.
  • 3. Go to the toolbar in the right-hand corner and pick the sales-i Bot. I bot.
  • 4. Read about it prior to clicking Install Bot.
  • 5. You have the accessibility of setting Advanced or General adjustments.
  • 6. Complete by tapping Apply setup. I bot.

Configure the sales-i Bot and gain from advanced business process automation (BPA) .Bot for sales. Get the most out of your time and work from a single secure Workspace.

How to set up and put into practice sales-i Bot to your work-flow

No-computer code automation signifies a new method in operation method management. Now, any company, no matter what sizing and business, can take away the most repeated and management jobs. Reduce charges, save time, and improve productiveness. Throw away the superstition you need a lot of money or numerous years of encoding practical experience to speed up functions. With airSlate, every thing is easier. The all-in-one particular platform permits you to execute any work-flow whilst Bots take control of manual duties. Take full advantage of functions running in real time without having man intervention and sense self-confident knowing papers and documents are routed in between systems and customers around the clock.
Observe how straightforward it is by using the sales-i Bot and put into practice it to your Movement straight forward:
  1. Log in your account. If you don't have one particular nevertheless, sign-up one particular.
  2. Start configuring your Movement or generate a completely new one.
  3. Proceed to the Bots area and choose the sales-i Bot from your dropdown checklist.
  4. Road map out job areas and customize the options in your targets.
  5. Determine execution problems to specify if you want the Bot to do something.
  6. Take full advantage of Innovative options to pay particular requirements without having implementing added equipment and solutions.
  7. Click Implement installation and go to the exam operate.
  8. Develop a Flow and distribute your Movement.
Additionally, you can keep track of the path of any file in click through. Take a look at your Movement options and appearance the Bots log to make certain that your sales-i Bot is operating. airSlate provides every Movement with obvious management, so you can ensure that it stays up-to-date without having advanced abilities in RPA technological innovation. If you're prepared to enhance the whole framework of your business, airSlate is actually a smart choice. Get started these days!
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We’ve got the answers to your questions

What does the sales-i Bot do?

The sales-i Bot is an innovative tool that enhances the sales process by automating various tasks and providing valuable insights. With the sales-i Bot, you can easily track and analyze sales data, identify trends and patterns, and generate customized reports. By streamlining the sales workflow, the sales-i Bot helps organizations improve efficiency, boost productivity, and make informed business decisions. Implementing the airSlate document automation platform further enhances this process, ensuring a seamless and efficient document workflow throughout the sales cycle. With airSlate, organizations can confidently streamline their operations, increase collaboration, and drive successful outcomes.

How does the sales-i Bot work?

sales-i Bot is an essential tool to streamline and automate your sales processes. It works by leveraging artificial intelligence and machine learning to provide you with real-time insights and recommendations. With its user-friendly interface and intuitive design, sales-i Bot simplifies the sales process, allowing you to identify new opportunities, track customer behavior, and make data-driven decisions. By integrating with the airSlate document automation platform, sales-i Bot ensures seamless workflow automation, increasing efficiency and productivity within your organization.

Do I need to code for setting up the sales-i Bot?

No, you do not need to code to set up the sales-i Bot. With airSlate's document automation platform, the process is simplified and does not require any coding knowledge. You can easily set up the sales-i Bot using a user-friendly interface that allows you to customize and configure the bot according to your specific needs. This eliminates the need for technical expertise and enables you to streamline your sales processes quickly and efficiently.

How much time do I need to configure the sales-i Bot?

Configuring the sales-i Bot doesn't require a significant amount of time. With airSlate's document automation platform, you can easily set up the sales-i Bot to meet your specific needs. In just a few steps, you'll be able to customize the Bot's settings, integrate it with your existing systems, and start reaping the benefits of streamlined sales intelligence. Trust in airSlate's expertise and get ready to optimize your document workflow with the sales-i Bot.