Inbound sales concierge

Answers inbound sales calls, looks the caller up in your CRM for context, answers product questions, and books or transfers when there's intent to buy.

Single agentGlobalEnglish

Runs on web, telephony.

Use this template Edit this template

Free to install · pay providers at cost · configure the full stack below

Single agent

Type

Languages

Tools it uses

Last updated 2026-09-16

Talk to it live

Try this exact agent right now — talk to it in your browser, or have it call your phone. Browser demos run for up to 2 hours, phone demos 60 seconds.

What it costs to run

Opens on this template's default stack — the exact language model, speech-to-text and voice it installs with. Swap any component to trade up on quality and the estimate updates live in your currency. You bring your own provider keys and pay them at cost; there are no per-seat fees.

How the agent opens

“Thanks for calling! I can help you with product questions, pricing, or getting started — what brought you in today?”

Tools & integrations it uses

Look up CRM contact

Zendesk Zoho CRM HubSpot Salesforce GoHighLevel Microsoft Dynamics 365 Intercom

More Sales templates

Outbound lead qualifier

Calls inbound leads and qualifies them on Budget, Authority, Need and Timeline, then routes hot leads to a human and books a follow-up for the rest.

Real-estate site-visit booker

Qualifies property enquiries (budget, configuration, location) and books a site visit, then sends the confirmation and location on WhatsApp.

SaaS demo scheduler

Qualifies B2B SaaS prospects, captures company details into your CRM, and books a live demo on your calendar.

Abandoned-cart win-back

Calls shoppers who left items in their cart, handles the objection, and sends a payment link plus a WhatsApp nudge to complete checkout.

Solar & home-improvement lead

Qualifies solar and home-improvement enquiries on the essentials (homeownership, energy bill, property), gates out non-fits politely, captures the lead, and books a free consultation.

Outbound SDR with objection handling

A polished outbound prospecting flow — permission, discovery, tailored pitch, and a booked meeting — with a GLOBAL objection handler that fields price, timing, or 'we already have something' at any point and then returns to exactly where it left off.

Built to trust

Your data, your keys, your carrier. Telenow is the control plane — the AI and telephony run on accounts you own.

Encryption everywhere

Secrets, carrier credentials and API keys stored AES-GCM encrypted; TLS in transit; HMAC-signed webhooks.

Org isolation & RBAC

Strict per-organization data isolation with role-based access for every member.

Full audit log

Every mutating action is logged and filterable, with CSV export for your records.

Telephony compliance

In-app carrier applications (A2P 10DLC, regulatory bundles, India business KYC), TCPA calling windows, and org-wide Do-Not-Call enforcement.

Frequently asked questions

What does the Inbound sales concierge agent do?+

Answers inbound sales calls, looks the caller up in your CRM for context, answers product questions, and books or transfers when there's intent to buy. On a call it can look up crm contact. You install it, connect your tools, and it's ready to take or make calls.

Can I customise the Inbound sales concierge agent?+

Yes — the template is a starting point. Edit its prompt, voice, opener and tools in the Telenow builder, or hand it to the AI copilot to change it in plain English.

What do I need to connect for the Inbound sales concierge agent?+

Connect Zendesk, Zoho CRM, HubSpot, Salesforce, GoHighLevel, Microsoft Dynamics 365, and Intercom so the agent can act during the call, then point a phone number or the web widget at it.

What channels and languages does Inbound sales concierge support?+

It runs on web and telephony, in EN. You can change the voice and language in the builder.

How quickly can I launch the Inbound sales concierge agent?+

Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.

$1.00 free credit on signup