CRM workflow
How Botseller keeps messenger conversations, lead qualification and CRM stages connected.
Why CRM context matters
An AI assistant should not only answer. It should understand the current deal stage, update the record and leave a clear next action for the sales team.
Minimum CRM fields
For a first launch, define source channel, lead status, qualification score, next step, owner, last customer intent and escalation reason.
Handoff rules
Escalate to a human when pricing is sensitive, the customer asks for a custom quote, the deal is high value or the assistant is uncertain.
Measure the pilot
Track response time, qualified leads, booked meetings, CRM completeness and the share of conversations that required a human manager.