Exact Sales (Exact Spotter) integration with AI agents
Exact Sales is a Brazilian pre-sales software company whose product, Exact Spotter, organizes prospecting, lead qualification with scripts and meeting scheduling for B2B sales teams. With the Exact Spotter API token from your account, the agent reads and updates leads, qualification stages and scheduled meetings. The scope is confirmed in the diagnosis.
What AI agents do with Exact Sales
Qualification script on WhatsApp
The agent asks the lead the questions of the qualification script configured in Exact Spotter and records the answers. The pre-sales rep steps in once the lead is qualified.
Meeting booked with the closer
Leads approved in qualification receive time slots from the salesperson's calendar, and the agent books the meeting. The record goes back to Spotter.
Lead with no reply
Leads that stopped answering enter a short follow-up sequence on WhatsApp and by e-mail. Those who do not reply are marked according to the team's rule.
Summary for the salesperson
Before the meeting, the salesperson receives a summary with the lead's pain, size and answers. The conversation starts with what matters.
Connect Exact Sales once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in Exact Sales, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Exact Sales and what it cost, all on record.
Ready-made AI teams for this work
Outbound prospecting team
It finds the accounts that fit, reads what they are doing right now and writes a first message that sounds like it came from a person.
Lead qualification team
Every form, ad and WhatsApp lead gets a quick reply, a few good questions and, if it fits, a meeting on your seller's calendar.
WhatsApp sales team
It answers product questions, puts the quote together and follows up with the buyer who said "let me think about it".
Often used together with Exact Sales
Questions about Exact Sales and AI agents
Does iTeam integrate with Exact Sales?
Yes, through the Exact Spotter API, using your account token. What can be read and changed is confirmed in the diagnosis.
Does the agent replace the pre-sales team?
That is not the idea. It makes the first contact and handles the repetitive part of qualification, and the pre-sales rep keeps the conversations that need judgment.
Is lead data safe?
The token stays in the iTeam vault, the agent accesses only the funnel you open up, and every action is recorded in the audit trail.
