Sales AI automates the full lead lifecycle — from finding prospects to nurturing relationships — by combining RPA for data collection with LLMs for personalized outreach. What started as a sales assistant evolved into a "Digital Employee" platform after user research revealed a critical insight about how salespeople define value.
RPA + AI Synergy
The Insight: Market RPA tools were mature for data scraping, and LLMs excelled at personalized communication — combining them could cover the full sales lifecycle.
The Solution: I designed a system targeting the complete "Find-Nurture-Convert" pipeline.
• RPA (Data Collection): Automates the labor-intensive lead prospecting process.
• AI (Relationship Building): Handles personalized outreach and conversion, replacing the need for large junior sales teams.
Task Trigger Modal
Active Task List
Building User Trust
Fear of Automation: In China's sales industry, teams often use dedicated Android phones for client management. To reduce anxiety towards "complex scripts," I designed within this familiar environment.
Human-Centric Design:
• Task Ball Interaction: A simple floating ball interface — approachable rather than technical.
• 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 an uncontrollable script.
Home / Daily Tasks / Client Resources
From Assistant to Digital Employee
The Pivot: Initial positioning as a "Sales Assistant" failed — user research revealed salespeople only cared about the result (valid leads), not the process. This was the strongest proof of strategic product thinking in the project.
"Digital Employee" Evolution:
I led the strategy shift to reposition the product as a standalone "Digital Employee" department. The system now integrates directly with CRM to deliver qualified leads, while the client-side AI focuses on relationship maintenance — auto-engaging with clients' social media posts and writing personalized, human-like replies to build genuine connections.