Live consultation
AI Voice AgentCustomer
Can we schedule a consultation and receive a written estimate?
Saleringo AI
I can help. What service do you need, when do you prefer, and how may we reach you?
Answer uses business-approved information
AI phone · web chat · messaging + CRM
Turn customer conversations into business action.
Saleringo answers customers, remembers what they need, and starts the booking, quote, follow-up, or staff task—all in one customer record.
No IT team needed. Saleringo designs, connects, tests, and launches it with you.
- 3 ways to reach youPhone, chat, and messaging
- 1 customer recordEvery question and detail together
- Work already movingBookings, quotes, tasks, and follow-up
Examples forHotelsClinicsRetailRestaurantsServicesEducationand more
Saleringo customer operationsQuestion to completed follow-up
01ConversationAI Voice
→02Customer recordDetails joined
→03Business workTask created
A
Customer recordAlex Morgan
Matched- Customer wants
- Site consultation
- Preferred time
- Friday afternoon
- Also requested
- Written estimate
- Preferred contact
- Phone
Work created from this conversationNothing to copy by hand
Consultation requestPreferred time captured
Estimate preparationOwner assigned
Customer follow-upPrepared
Configured product example · Fictional customer data · Available actions depend on the approved scope and connected systems.
Business Workline
See what happens after the AI answers.
One customer question becomes a useful record, a clear next step, and work with an owner. Choose a business to see the whole handoff in plain language.
- Conversation
- CRM
- Business work
- Human review
Example customer workspaceIndependent retailer
After hoursWebsite chat · 8:42 PM
- ConversationQuestion and approved answer
- CRMUseful details captured
- Business workBooking, quote or task
- Human reviewA person keeps the final say
Customer askedAvery · returning customer
“Is the navy jacket available in a large? I would like to collect it tomorrow at Market Street.”
Approved knowledge answer
Collection is available after the store confirms physical stock. I can prepare the request now and message you as soon as the team checks it.
Pickup and exchange policy · approved store guideCRM capturedOne customer record
- Item
- Navy jacket
- Size
- Large
- Location
- Market Street
- Requested
- Tomorrow
Pipeline stageStock check
Generated business workPICK-1042
Pickup request
Reserve one large navy jacket for Market Street collection.
- Owner
- Market Street team
- Due
- Before 9:00 PM
Follow-up prepared
Send pickup confirmation or the closest available alternative.
Fictional customer and operational data for product explanation. No live customer, booking, quote, task, or connected system is shown.
The complete Saleringo platform
Connect consultation, CRM, work, follow-up, and analytics.
01AI consultation channels
Answer phone calls, website chats, messenger conversations, email, and SMS.
02Business-trained AIUse approved FAQs, web content, policies, product data, and service guidance.
03Customer and sales CRMKeep every channel, customer detail, conversation, stage, and next action together.
04Reservations, quotes, and service workTurn consultation details into bookings, tasks, resource checks, and proposals.
05Follow-up automationAutomate reminders, next-contact alerts, follow-up messages, and outbound activity.
06Performance analyticsSee consultation demand, lead quality, stage movement, source, and AI contribution.
A practical first rollout
Choose one outcome. We will recommend the easiest way to start.
Tell us which customer conversations matter most. The Saleringo team will recommend the channel, AI knowledge, customer record, workflow, handoff, and launch scope—you do not need to design the solution yourself.
- 01Tell us the customer goal
- 02Review our recommended scope
- 03Choose, launch, and expand