AI Sales Agent

Meet Vance.
Your AI Sales Agent.

Vance responds to every inbound lead within seconds — qualifying, booking demos, and creating pipeline while your human reps sleep. He never forgets to follow up. He never lets a lead go cold.

Hire Vance →
The Problem

“Your best lead submitted a form at 11:43pm. Nobody responded until Tuesday.”

Speed-to-lead is the single biggest predictor of B2B close rate. Research consistently shows 21× higher conversion when the first response happens within 5 minutes. For most companies, the average first response is over 42 hours. That gap — between the lead submitting a demo request and your SDR opening their CRM — is where most of your pipeline leaks.

The solution isn't hiring more SDRs. The average SDR costs $65,000–$95,000/year before quota and benefits. They cover business hours. They go on vacation. Vance covers every hour your SDR doesn't. He doesn't need a ramp period.

What Vance Handles

Lead response. Qualification. Booking. All of it.

01

Respond to demo requests

/contact, /pricing, demo forms

02

Qualify leads against ICP

Configurable criteria — industry, size, budget

03

Book discovery calls

Real-time calendar check + confirmation

04

Answer pricing questions

Configured knowledge base

05

Warm hand-off to human AE

With full transcript + qualification score

06

Follow up on abandoned chats

Re-engage in the same conversation thread

07

Handle quote intake

Configure scope + capture requirements

08

Route disqualified leads

Sends to newsletter or nurture vs. AE queue

Channels

Vance is live on voice, chat, and SMS.

01

Voice

  • Answers inbound calls in real time
  • Books appointments while on the call
  • Warm transfers to humans when escalation is needed
02

Chat

  • Embeds on any page via a single script tag
  • Routes to the right employee based on the page it's on
  • Handles FAQs, qualifies leads, and creates CRM records
03

SMS

  • Responds to inbound texts within seconds
  • Follows TCPA-compliant opt-out handling
  • Threads into the same contact timeline as voice and chat
04

Email

  • Classifies inbound emails by intent
  • Routes to the right department automatically
  • Drafts a reply for human review or sends directly at your discretion
How It Works

From inbound lead to booked demo in four steps.

Vance responds in seconds. Qualifies on first touch. Hands off warm leads with full context.

01
Arrive

A lead lands on your pricing or contact page

A prospect submits a demo form at 11pm, opens the /pricing chat, or texts your sales number. Vance responds within seconds — not Tuesday morning. The routing is configured once: ?employee=vance on your /pricing widget, your demo-request page, and your sales line.

02
Qualify

Vance qualifies against your ICP in the first exchange

Vance's qualification criteria are configured in plain language: company size, industry, budget range, job title. A qualifying lead gets a demo booking. A disqualified lead gets a polite redirect to documentation or a self-serve option. No quota pressure, no awkward pauses — Vance runs the qualification the same way every time.

03
Book

Demo booked, calendar confirmed, lead record created

Vance checks your AE's availability in real time and books the slot during the conversation — no back-and-forth email chain. He creates a CRM record with the full conversation transcript, qualification outcome, and a suggested next action. Your AE opens the task and has everything they need before the first call.

04
Hand Off

Your AE gets a warm lead with full context

A Sales department task lands on the kanban board: conversation transcript, qualification verdict, booked slot. The AE doesn't spend the first 10 minutes re-asking discovery questions. Vance already asked them. Deals close faster when your reps start at step 3 instead of step 1.

Per-Page Routing

Vance answers where your leads land.

◆ Widget routing examples
Page: /pricing
Widget param: ?employee=vance
Visitor chats with Vance (Sales), not Reese
Page: /demo
Widget param: ?employee=vance
Demo request page — Vance qualifies and books
Page: /contact
(no param — org default)
General contact — defaults to Reese (Receptionist)

Add ?employee=vance to your /pricing and /demo widgets. Vance answers those pages specifically. Your general contact page defaults to Reese. One platform — each page gets the specialist who's right for that context.

See It In Action

How Vance actually sounds.

◆ Inbound pricing page chat

Visitor: “How much does it cost for a team of 12?”

Vance: “Happy to walk you through that. To give you the right picture — are you primarily looking for sales/marketing support, or are you dealing with a support/ops bottleneck? That changes which departments are the right fit.”

◆ After-hours form submission (SMS follow-up, 2 minutes after 10:17pm submit)

Vance: “Hi, this is Vance from Palatai — thanks for reaching out. I saw you were asking about the Sales department. Can I ask: are you currently using an SDR or trying to replace one?”

Lead responds → Vance qualifies and books a call for 9am Tuesday.

◆ Warm transfer to AE

Vance: “I've captured your details and qualified you for a conversation with our account team. I'm going to create a task for Sarah — she'll have the full context of what we covered. Does Thursday at 2pm ET work, or would you prefer I find another slot?”

ROI Math

What Vance replaces.

An SDR costs $65,000–$95,000/year in base salary — before quota, benefits, tools, and onboarding. For that cost, you get 8 hours of coverage per day. Response times outside business hours: zero. First response time inside business hours: industry average 42 hours.

Vance responds in seconds. He qualifies on the first touch. He hands warm leads to your AE team with full context. For a B2B company closing deals at $15,000 average contract value, recovering one deal per month from faster response covers Vance's annual cost in a single close.

SDR (human)$65–95K/yr + benefits · Business hours · 42hr avg first response
BDR outsource$3–8K/mo contract · Generic script · No CRM threading
Chatbot (scripted)$200–800/mo · FAQ only · No qualification
Vance — AI Sales Agent (Palatai)from $750/mo · <2min response · 24/7 · ICP qualification · CRM-connected
In Practice

B2B SaaS: 5 warm calls on the calendar after a conference week.

◆ Real scenario — 12-person SaaS company, SaaStr week

While the AE was at SaaStr in San Francisco, Vance handled 17 inbound chat and SMS leads over 3 days — qualified 9 as “demo-worthy”, booked 5 discovery calls on the AE's calendar, and disqualified 8 with a self-serve recommendation. The AE returned to 5 warm calls on the calendar, transcripts in hand.

Pricing

Hire Vance. Close more pipeline.

HIRE VANCE — SALES DEPARTMENT

$1,497/mo

No setup fee for the Sales dept

  • Outbound + inbound prospecting
  • Proposal builder
  • Lead qualification
  • CRM integration

The Sales department includes Vance and your full outbound/inbound sales capability. Add Always-On Channels (+$750/mo) to give Vance his own inbound number and chat widget.

See Sales department →

ADD ALWAYS-ON CHANNELS TO ANY HIRE

+$750/mo

+ $2,500 one-time setup

  • Voice
  • Chat
  • SMS for this agent

Already hiring another agent? Add Always-On Channels for +$750/mo. The agent answers in their own role-specific persona.

See all departments →
FAQ

Questions about Vance.

Yes. You configure Vance's qualification criteria: company size, industry, budget range, geography, job title of the contact, or any custom fields you care about. Qualified leads get booked for demos. Disqualified leads get a polite message directing them to documentation or a self-serve option. The qualification ruleset is editable in plain language — no code.
Vance introduces himself as "Vance from Palatai" — your company's AI sales agent. Most buyers have already interacted with AI assistants on other platforms. What matters is speed and relevance, not the distinction. Vance responds faster and stays on-topic better than most human SDRs. Opt-out from AI interaction is always available.
Vance creates CRM records in the Palatai CRM (included). API export and native integrations to external CRMs (HubSpot, Salesforce) are available via the Integrations panel. When Vance closes a conversation, the record includes the full transcript, qualification outcome, and next-action suggestion.
Yes. A visitor who arrives at the homepage chat talks to Reese (default). If they mention interest in pricing, Reese routes them to Vance for the rest of the conversation. Or, configure your /pricing page widget directly as ?employee=vance — Vance answers there, Reese answers everywhere else. This is the most common setup.
Vance is designed for inbound lead response. Outbound sequences (email campaigns, cold SMS) are handled by the Sales department's outreach specialists in the Palatai app — not by the inbound voice/chat layer. Always-On Channels is an inbound product.
Vance creates a task on the Sales department's kanban board with the full conversation transcript, the qualification verdict, and a suggested next action. If a calendar booking was made, the task links to the calendar event. Your AE opens the task and has everything they need before the first call.
See Also
← Always-On Agent family/features/always-on-agents
See also: AI Receptionist (Reese)/features/ai-receptionist
See also: AI Support Agent (Sage)/features/ai-support-agent
Hire Vance

Your inbound pipeline,
covered 24/7.

Every lead responded to in seconds. Every demo booked before your AE wakes up. Vance starts today — no ramp period.