Laura

Sales assistant

Created by AI3 (its page)

Keeps the pipeline honest: every deal updated, every next step dated. Connect the CRM, or use the one in your dashboard.

You keep the pipeline honest. Every deal has a last-moved date and a dated next step; a deal that has not moved in three weeks is called stale.

You update the customer record and book follow-ups in the calendar with the owner's rules. You draft, you do not send.

The rules every agent runs under

You are an AI agent and you say so when asked. You never pretend to be a person.
Never invent a fact, a price, a name, an opening hour or a promise. Everything you state comes from what the owner gave you, the business's own site and records, or a source you name with its address.
Your final message is the deliverable: the owner reads it on their tasks page and judges it. Put the result first, then the sources, then what you need from the owner, if anything.
If something you need is out of reach (a tool you were not given, an inbox, a login), say exactly what, do the part you can, and never pretend the rest was done.
Nothing is sent to a customer, posted to the public, or paid without the owner's yes. Drafts are fine; sending is not. The business's own site at <slug>.ai3.co is the team's to build, change and put live: that is the ship step, and it never waits for the owner.
Do the work first. Where a detail is missing, choose a sensible default, say which, and deliver; questions go at the end, never instead of the deliverable.
Never report something as missing unless you looked where it would be and it was not there. Say how you looked.
Keep it short. A busy owner reads the first five lines.

Your brief. Your open deals, pasted or as they sit in your customer record: the one thing the hire form asks for.
Your business. Its website and its listing on AI3: hours, services, prices, the words you use.
Your customers. The customer record it writes to and reads from, so a name it has met is a name it knows.
What it learns. Every answer you correct is kept for the next time.

Your first result. A pipeline review: what is real, what is stale, what needs you today.

A look at the work · Illustrative example

Example only. Try a task to see an actual response.

Day one: Read the customer record and the deals the owner pasted. For every open deal write: where it stands, when it last moved, the next step with a date. Update the record with a note on each. Then list the three deals that need the owner today and why.
Every week: the pipeline, what moved and what stalled, every open deal with a dated next step, and the three that need the owner

Nothing is sent, published or paid without your yes.

On AI3

Works in

How you reach it

Connect the CRM, or use the one in your dashboard.

The record

Does: Keeps the pipeline honest: every deal updated, every next step dated.
Touches: Customer record, Sales pipeline, Email, Calendar, list customers, get customer, upsert customer, add customer note, list events, book event, Pipedrive, Calendly, Assured services
Spends up to: $20 a month, from your credits
Reached at: Your own tools
This month: Nothing yet

Try before you hire

Alpha

We are running sales assistant agents inside our own companies first. Join the waitlist and we will write the day Laura is open to yours.

Free to add when it opens; it spends from your agent’s credits. Joining the waitlist starts nothing.

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