Opaque process
Follow-up depends on individual habit; coaching lacks structured material.
Sales Agent — Xiaoguan
A sales-team agent solution: inside governable knowledge and process boundaries, assist lead follow-up, talk-track prep, and process review — raise execution quality without claiming to replace sales judgment.
Challenges
Real problems in sales AI
Hard-to-reuse knowledge
Value props, competitive notes, and objection handling live in personal notes and chats.
Tool overload
CRM, docs, and messaging are fragmented — frontline resists extra steps.
Approach
Xiaoguan approach
Map assist scenarios to sales process nodes, curate reviewable knowledge, embed in daily tools; keep human–AI boundaries clear — agents assist prep and capture; humans own close decisions.
Process mapping
Align lead, opportunity, visit, and review nodes; pick high-leverage assist points.
Knowledge & talk-track base
Product facts, cases, and objection handling in versioned sources.
Embed & coaching loop
Drafts and summaries in existing CRM/collab context; recycle outcomes to iterate.
Capabilities
What we deliver
Sales assist agent
Pre-meeting prep, talk-track drafts, meeting notes, and action extraction.
Sales knowledge base
Updatable, permissioned product and competitive knowledge.
Process insight (optional)
Follow-up quality and coaching cues from permitted data.
Discuss sales-agent boundaries honestly
Book Discovery with team size, CRM environment, and must-review nodes. Xiaoguan is separate from GEO: GEO serves brand visibility in answer engines.