The Roster

Sales Rep

Answers leads, follows up

Hire Sales RepSee it in a sample business

Included in every plan. Solo from $89/mo plus $99 setup. Extra roles $39/mo.

Plan
Every plan
Setup
A few basic questions
Approval
Nothing sends without your OK
Works in
Email and web chat today; texting on request

See it at work

Examples. Names and numbers are made up.

Replies to every lead
Every follow-up waits for your OK
Follows up, politely
Every lead saved to one list. Ask us for a copy any time.

Writes back to every new lead by email or website chat, asks the questions you need, saves the lead to your list and checks in politely when it goes quiet. Every reply and check-in waits for your OK, and price questions come to you.

Need written quotes? The Quote Builder writes them.

more

What it handles

  • First replies to new leads by email and website chat, with check-ins by email (texting on request)
  • The questions you need answered before a price
  • Follow-ups on a schedule you choose
  • One list of every lead: new or contacted, sent to you when you ask
  • Offering a visit or call when the lead is ready, for your OK
  • A polite thank-you when a lead says no, and no more check-ins

What waits for your OK

  • Anything that mentions a price
  • Every follow-up, one tap each
  • Leads that want to talk to you directly

What it never does

  • Promise a price, date or time you haven't set
  • Spend your money or agree to a charge
  • Pretend to be a person. If asked, it says it's an AI assistant
  • Guess. When it isn't sure, it hands the question to you
  • Offer a deal you haven't approved

How businesses use it

HVAC contractor

Web leads wait until the end of the day.

Replies right away, asks the sizing questions, and offers a visit for your OK.

Insurance agency

Quote requests arrive missing half the details.

Asks for policy dates and drivers up front, so you can quote in one pass.

Real estate team

Open house sign-ins never hear back.

Replies to every open house visitor who writes in and checks in later, each note held for your OK.

Marketing agency

Proposals go out and nobody follows up.

Checks in on a schedule you set, each check-in held for your OK, and answers proposal replies.

How it works

Every step, who does it, and where it waits for your OK. Nothing sends without your OK.

See the full workflow
How it works, step by stepTap to enlarge
Diagram of how the Sales Rep works, step by step. 1, the customer: A new lead writes in; 2, the agent: checks fit against what you sell; 3, the agent: writes back with your lead questions; 4, you: approve first reply; 5, the agent: sends the reply in your name; 6, the customer: answers, or goes quiet; 7, the agent: drafts the next step from the whole thread; 8, you: approve next step; 9, the agent: sends the next step in your name; 10, the agent: drafts a polite check-in on your schedule; 11, you: approve the check-in; 12, your tools: lead saved to your lead list, marked contacted. Nothing sends without your OK.
When something is offTap to enlarge
Diagram of what the Sales Rep does when something is off. Lead should go straight to you (big job, repeat customer, asks for you): holds a short reply saying you will reach out, and the lead sits in your queue. Lead asks for a price: never quotes. Lead says no: holds a polite thank-you for your OK. No reply after your last follow-up (on request): stops writing and marks the lead closed in your lead list. Odd request or the agent is unsure: holds a reply saying you will follow up, so you answer it yourself. Lead comes from a website form (on request): form emails come from a no-reply sender, which the agent skips today, so you still answer form leads yourself. The lead wrote in website chat: the chat box asks for an email, and the first reply asks too if none was given.

What you'll provide

Everything it needs to do the job. You add it during setup.

Information

Facts about your business.

  • Questions you ask every new leadRequired

    So it gathers what you need before you talk price.

    Takes about 10 minutes

  • What you sell and who you serveRequired

    So it can tell a good lead from a poor fit.

    Takes about 10 minutes

  • Two or three past messages you likedOptional

    So it sounds like you.

    Takes about 5 minutes

Access

Accounts it connects to.

  • Your business email (Gmail or Google Workspace)Required

    So messages come from your business. It gets its own seat, or you invite it.

    Takes about 5 minutes

  • Your calendar (Google Calendar)On request

    So it can offer open visit times.

  • A text line for leadsOn request

    Texting is on request today. If you want it, it gets its own line and you keep your number.

  • Your CRMOn request

    If you already track leads somewhere.

Decisions

Your rules. Email us a change any time and we make it.

  • How often to follow up, and when to stopRequired

    So it is persistent, never pushy.

    Takes about 5 minutes

  • When a lead should go straight to youRequired

    For example, big jobs or repeat customers.

    Takes about 2 minutes

You never send passwords by email or chat. You enter any login your roles need on a secure page we email you. It goes straight to your own private setup; we never see it. Each role gets its own work account, with its own email and calendar seat, or you invite it the way you'd invite a new employee. You can remove it any time. Texting is on request: if you add it, you keep your phone number and forward texts to its line.

After you hire

  1. 1Answer a few basic questions about how the job is done
  2. 2You add the items above during setup
  3. 3It starts in shadow mode: it drafts, you watch
  4. 4It goes live with your OK

Information

Provider
AgentRoster.AI
Category
Sales
Plan
Included in every plan. Solo from $89/mo plus $99 setup. Extra roles $39/mo.
Setup
Answer a few basic questions about how the job is done. One-time setup fee $99 to $299 by plan.
Language
English
Works in
Email and web chat today; texting on request
Works with
Your website
Approval
Nothing sends without your OK
Support
Email hello@agentroster.ai

Your data

  • Kept separate from every other customer's.
  • Never sold. Never used to train AI.
  • Stored in the United States.
  • Deleted within 30 days if you cancel.

Details in our privacy policy and provider list.

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Questions

Will it sound pushy?

No. You set how often it checks in and when it stops, and you approve every check-in before it goes out.

Does it write quotes?

It gathers what you need for a quote. Written quotes are the Quote Builder's job, and every one waits for your OK.

Will leads know it's AI?

It writes in your name and tone and never claims to be a person. If a lead asks, it says it's an AI assistant and that you can step in anytime.

Your next hire doesn't need a desk.

Founding rates for the first 50 businesses.

Hire Sales RepSee pricing