All Works
2024

Sales AI

RPAAIProduct

RPA + AI Commercial Automation | The "Digital Employee" for Sales.

Addressing the "hard core" commercial challenge of Lead Acquisition, Sales AI bridges the gap between automation and intelligence. We treat AI as a "Junior Employee" and RPA as the hands—RPA handles the tedious "Finding" of leads, while AI handles the "Nurturing" and "Converting," creating a seamless "Digital Employee" workforce.

The "Bridge": RPA + AI Synergy


The Insight: Market RPA tools were mature, and LLMs proved to be excellent "Junior Employees".
The Solution: We targeted the full "Find-Nurture-Convert" lifecycle.
RPA (The Hands): Automates the labor-intensive "Lead Finding" process.
AI (The Brain): Takes over "Lead Nurturing" and conversion, replacing the need for expensive manual labor or large junior sales teams.

RPA + AI Workflow Architecture

RPA + AI Workflow Architecture

The "Seamless": Trust over Logic


Fear of Automation: To reduce user anxiety towards "complex scripts," we designed for the familiar Android environment used on dedicated sales phones.
Human-Centric Design:
Task Ball Interaction: A simple floating ball interface.
Routine-Based: Timed reminders at natural breaks (Lunch, Dinner, Sleep) to start tasks.
Transparency: Users can interrupt anytime and see real-time progress, making the AI feel like a helpful assistant rather than a cold, uncontrollable script.

Task Ball & Routine Reminders

Task Ball & Routine Reminders

Real-time Progress View

Real-time Progress View

The "Full-Stack": Defining the Product


Pivot to Value: Initial positioning as a "Sales Assistant" failed because users only cared about the result (valid leads).
"Digital Employee" Evolution:
We shifted strategy to build a standalone "Digital Employee" department. The system now links directly to the CRM to input leads and focuses the client-side AI on "Warm Maintenance"—auto-liking moments and writing high-EQ, human-like replies to build genuine customer relationships.

Digital Employee Dashboard & CRM Integration

Digital Employee Dashboard & CRM Integration