Shivacha AI Sales Agent
An AI sales assistant that qualifies, researches and books — inside your CRM.
Run
Claims intake
Steps
Classify → Extract → Check
Approval
Required
Overview
An AI sales agent for inbound qualification, account research, personalised follow-ups and meeting booking — with CRM integration, approval controls and full activity logging.
The problem
Sales teams lose leads to slow responses and spend hours on research and admin instead of conversations.
The solution
Shivacha AI Sales Agent handles first response, qualification questions, research briefs and scheduling, while reps approve outreach and focus on selling.
Feature modules
What's inside
Inbound qualification
Conversational qualification on web and email.
Account research
Briefs from CRM and approved sources.
Follow-up drafting
Personalised emails for rep approval.
Meeting booking
Calendar integration and routing.
CRM sync
Activities and fields updated automatically.
Controls
Approval rules and brand guidelines.
Product preview
Designed for operators and end users.
- Instant lead response
- Qualification frameworks
- Research briefs
- Draft-and-approve outreach
- Calendar booking
- CRM updates
- Activity logs
- Performance analytics
- Understand requestIntent: refund · order #4821
- Retrieve policyRefund policy v3 · 2 sources cited
- Call toolsorders.lookup · payments.status
- 4Human approvalRefund above auto-approve limit
- 5Execute actionpayments.refund
- 6Respond & logCustomer reply · audit trail
Tool call
orders.lookup({
order_id: "4821"
}) → { status: "delivered",
amount: 42.00 }Approval required
Refund 42.00 to original payment method
Architecture
Built to integrate and extend.
Modular services behind stable APIs, deployed into your environment.
Specifications
Deployment, security and integration
Integrations
- CRM platforms
- Calendars
- Website chat
- Enrichment providers
Security
- Data stays in your environment where required
- Role-based access and document-level permissions
- Prompt-injection and output guardrails
- Full audit logs of prompts, tool calls and outputs
- Encryption in transit and at rest
Deployment
- Your cloud account (AWS, Azure, Google Cloud)
- Private VPC with self-hosted models
- Managed deployment operated by Shivacha
- Hybrid: hosted UI, private data plane
Customisation
- Model and provider selection
- Custom tools and integrations
- Brand, tone and guardrail policies
- Workflow and approval rules
- Custom evaluation sets
Use cases
Who launches with it
- Inbound lead handlingRespond and qualify instantly.
- Account-based researchPrepare reps for meetings.
- Pipeline hygieneKeep CRM data current.
- Event follow-upPersonalised post-event outreach.
See it in action
Request a tailored demo for your use case.
Demos are tailored to your markets, partners and integration requirements.
Custom engineering
Extend it with our services
AI Agent Development
AI agents that plan, use tools and complete multi-step business tasks — with scoped permissions, approvals and full audit trails.
Learn moreCRM Development
Custom CRM systems and CRM extensions tailored to your sales, service and relationship processes — with AI built in.
Learn moreAI Integration Services
Integrate AI capabilities into existing products, ERP, CRM and internal systems through APIs, events and embedded UI.
Learn moreRelated products
Works well with
Shivacha Agent Platform
Build, govern and operate AI agents that do real work across your systems.
Learn moreShivacha CRM
A configurable CRM platform you own — with AI built in.
Learn moreShivacha AI Support
AI support that resolves, not just responds — grounded in your knowledge and systems.
Learn moreLearn more
Related thinking
Permission-aware enterprise knowledge assistant
How we design a RAG assistant that answers from thousands of internal documents while respecting every user's access rights.
Learn moreAgentic claims intake with human approval
A reference design for an AI workflow that reads claim submissions, extracts and validates data, and prepares cases for adjusters.
Learn moreWhy most AI pilots never reach production — and the engineering that fixes it
The model is rarely the problem. Retrieval quality, evaluation, integration and governance decide whether an AI pilot becomes a production system.
Learn moreFAQ
Frequently asked questions
Does it send emails automatically?
By default, drafts are approved by reps; automation can be enabled for defined scenarios.
Which CRMs are supported?
Major CRMs through APIs, plus custom CRMs.
How is data privacy handled?
Data processing follows your policies, with regional deployment options.
Request a product demo.
See how Shivacha AI Sales Agent fits your business, and how we would customise and deploy it.