Conversation summaries
Get a summary to help your team catch up on a conversation and review what the customer has said.
Sales Assistant agent
Ask your Sales Assistant. Keep the customer context.
Summarizes conversations, suggests next steps, and lets your team ask contextual questions about conversations, contacts, accounts and opportunities.
One connected workspace Three specialized AI agents Built for every sales team Channel-aware by design
Why Qonvera
Your next action should start with what you already know.
Customer work spans message threads and CRM records. Sales Assistant helps your team understand that context, catch up on conversations, and think through the next step without starting every review from scratch.
Instead of forcing agents to update a separate system after every conversation, Qonvera keeps customer communication and revenue work connected. Teams gain speed without giving up ownership or visibility.
Core capabilities
An assistant for the person doing the sales work.
Suggested next steps
Use suggestions to decide how to move the customer conversation forward. A suggested action is not an action already taken.
Contextual questions
Ask questions about conversations, contacts, accounts and opportunities while reviewing customer work.
Support for team handovers
Use summaries and contextual questions to help a teammate understand the customer before taking the next step.Explore team ownership and handovers
Example workflow
Catch up, ask a question, choose the next step
Illustrative workflow for a teammate reviewing an enquiry. The question below is an example prompt, not a customer record or a generated result.
Review the conversation summary
Start with a summary to understand the customer's request and the context of the conversation.
Ask a contextual question
For example: “What has this customer asked for, and what should I follow up on?” Ask about the relevant conversation, contact, account or opportunity.
Review the suggested next steps
Check the context, decide what to do, and keep the customer work owned by your team.
Made for practical workflows
Built around the way customer teams actually work.
Use Sales Assistant for customer-context questions and day-to-day sales work across conversations and CRM records—not only WhatsApp threads.
- Conversation catch-up
- Contextual customer questions
- Opportunity reviews
- Next-step planning
Scope and setup
What to confirm before choosing a system.
Review before acting
Check summaries and suggested next steps against the customer context. The assistant supports your judgment rather than replacing it.
A suggestion is not execution
A suggested follow-up is not a sent message, and an answer about an opportunity does not mark a deal as won.
Confirm your workspace setup
Review agent availability, workspace configuration, and applicable AI usage allowances with Qonvera.
Common questions
Questions about Sales Assistant agent.
What does Qonvera's Sales Assistant do?
Summarizes conversations, suggests next steps, and lets your team ask contextual questions about conversations, contacts, accounts and opportunities.
What can my team ask about?
Your team can ask contextual questions about conversations, contacts, accounts and opportunities. Use that context to understand customer work and review the suggested next steps.
Is Sales Assistant only for WhatsApp?
No. Its role covers customer conversations and CRM context, including contacts, accounts and opportunities. Confirm the available context and configuration for your workspace.
Does Sales Assistant reply to customers automatically?
Its role is to support your team with summaries, contextual questions, and suggested next steps. Receptionist is the agent that responds to incoming customer enquiries using approved knowledge and hands over when needed.Explore the Receptionist agent
Does Sales Assistant score leads?
Service-interest identification and lead scoring belong to the Qualification agent. Sales Assistant helps teammates understand customer context and decide what to do next.Explore the Qualification agent
Turn conversations into revenue
See how Qonvera fits your team.
Get a focused walkthrough built around your customer messaging workflow.