Sales End-to-End Assistant
Covers the full sales cycle (lead generation, RFP drafting, pipeline analysis and deal-execution support) in one assistant.
Where it fits
Spans the whole cycle as a connective layer, picking up routine work at each stage from first touch through to deal execution.
Value & ROI
Improved revenue performance and higher-quality pipeline.
KPI it moves
Improved revenue performance & pipeline quality.
Risk & compliance posture
L3, operates across stages on routine work; sellers own commitments, pricing and what goes to the customer. Activity is tracked.
Pain points it removes
- RFPs are drafted from scratch under time pressure, every time.
- Routine cycle admin eats the hours reps should spend selling.
What the L3 · Operate tier means
Executes routine, low-risk actions inside a bounded workflow: classify, route, fulfil, log. Exceptions and anything unusual are handed to a human. Every action is time-stamped. Human role: Owns exceptions.
How you adopt it
Ships pre-built for Microsoft Copilot Studio, Power Automate and Azure. You connect it to your environment, certify it on the CAI Score, and it runs in your own tenant: no rebuild, no data leaving your walls.
Deployment & data
Agents run inside your own Microsoft Copilot Studio, Power Automate and Azure environment. Colleague AI hosts only the control plane: scores, policies and audit metadata. No customer data is ever processed on our side. Your data stays in your tenant.
What you get
- Copilot Studio connect package
- Microsoft 365 Copilot package
- Agent dossier (PDF)
One-time purchase. Your connect packages unlock as soon as secure checkout completes.
About Colleague AI
Colleague AI is the trust layer for enterprise AI. It certifies AI agents against the CAI Score (a five-tier risk classification from L1 to L5) documenting each agent’s controls and producing an audit trail. Agents run inside your own environment; we host only the governance control plane. So you deploy AI you can defend.