Marketing & sales

On Blits.ai this is an AI agent with a knowledge base of approved product and pricing content, retrieved with hybrid search, and the ready made HubSpot, Microsoft Dynamics 365 or Zoho tools (or custom functions for another CRM such as Salesforce) to look up accounts, create leads and log the conversation. Qualification questions and routing rules can run in a flow with deterministic conditions, while the agent handles the open conversation; booking a meeting is a function call to the calendar.

The agent runs on web chat (with proactive popup messages), WhatsApp, email and voice, where it can transfer a live call to a rep. Guardrails block prompt injection by default, and an input and output policy you write can stop commitments on price; PII masking protects contact data, and the GDPR toolkit handles consent messages and data removal. Human handover brings a rep into the conversation, and a flow can send an AI summarized conversation history to the sales team. Test suites replay qualification scenarios on every change, and analytics show interactions, satisfaction and sentiment. The platform is model agnostic.

On Blits.ai this is an agentic workflow that researches each target account with the built in web search and web page browsing tools, reads CRM history through the ready made HubSpot or Microsoft Dynamics 365 tools (or custom functions for another CRM such as Salesforce), and writes the account brief and drafts as structured output. Approved positioning, case studies and claims sit in a knowledge base with hybrid retrieval, so every draft is grounded in content marketing and sales signed off. The workflow can run on a schedule for a territory or be triggered through an API token from the tools reps already use.

Human in the loop confirmation, with its threshold set to cover sending, holds every message until the rep approves or rejects it, and the tool execution policy limits which tools the agent may use on its own. A custom function checks suppression and opt out lists before drafting, PII masking at the gateway protects contact data, and input and output guardrails screen for prompt injection attempts.

Run history gives a full audit trail per account, test suites check drafts against tone, claims and fact rules before every prompt change goes live, and the platform is model agnostic. Run Blits.ai in our cloud in the EU, Qatar, Singapore, the UAE, the US or Australia, in your private cloud, or fully on premises.

On Blits.ai the decisioning usually stays in the organization's own next best action engine or customer data platform, which custom functions call through REST (the integration catalog includes Salesforce, Snowflake and Databricks). Blits.ai adds the conversational and content side: an agentic workflow in which an AI agent writes copy variants from a knowledge base of approved claims and brand guidelines, and guardrails with admin authored policies check each variant for prohibited claims and missing disclosures before human in the loop approval.

When a customer responds or asks about an offer, a customer facing agent presents it on web chat, WhatsApp, SMS or email, or inside the organization's own app through the REST or WebSocket API channel, with rich product recommendation cards; it explains the offer, answers questions and uses human handover when needed. Multi language bots serve each customer in their language, analytics and response feedback show how customers react, and test suites check the agent's output against your rules before every release. The platform is model agnostic. Run Blits.ai in our cloud in the EU, Qatar, Singapore, the UAE, the US or Australia, in your private cloud, or fully on premises.

On Blits.ai this is an AI agent with a knowledge base that holds product guides and how to content, retrieved with hybrid search, plus SQL knowledge bases or custom functions that query the product catalog, live price and stock (REST calls or SQL queries). The agent asks clarifying questions, recommends and compares, and the chat widget shows the result as product recommendation, retail and order cards or a carousel; basket and reservation actions are custom functions with their own limits.

The same assistant runs on web chat, WhatsApp, voice and a mobile app (through the REST or WebSocket API channel), and can appear as a digital human, a photorealistic avatar streamed to the browser. Guardrails block prompt injection and apply the retailer's own policies on unsafe advice, PII masking protects personal data, and human handover routes complex projects to an expert. Test suites run category question sets on every change, analytics show satisfaction, response feedback and top intents, and the platform is model agnostic. Run Blits.ai in our cloud in the EU, Qatar, Singapore, the UAE, the US or Australia, in your private cloud, or fully on premises, as needed.

On Blits.ai the post call part is an agentic workflow: the self hosted transcription with speaker diarization (who spoke when, processed on Blits.ai infrastructure) or transcripts from the meeting platform feed an AI agent with structured output that returns the summary, next steps and proposed CRM field changes. Custom functions read the opportunity and write the confirmed changes back (ready made tools cover Microsoft Dynamics 365 and HubSpot, and the integration catalog includes Salesforce), with human in the loop approval so the seller confirms every update.

Coaching against the sales method runs as a second agent that marks moments in the transcript against your written playbook, grounded in a knowledge base of enablement content. PII masking removes payment and personal data before text reaches a model, test suites with LLM based grading check extraction accuracy on reviewed calls, and role based access control limits who in the platform can see transcripts and results. The platform is model agnostic. Run Blits.ai in our cloud in the EU, Qatar, Singapore, the UAE, the US or Australia, in your private cloud, or fully on premises.

On Blits.ai the answer library, past proposals and fact sheets go into a knowledge base (PDF, DOCX, PPTX, XLSX and crawled web pages, with version control) searched with hybrid retrieval. An agentic workflow, triggered by API or from the team's chat, reads the incoming RFP, splits it into questions with structured output, drafts each answer with citations to its sources, and uses the file generation tool to return the draft and a compliance matrix.

A human in the loop confirmation on the workflow action that returns or sends the draft lets a reviewer approve or reject it first, and the draft can be reviewed with the team in Microsoft Teams. Custom functions read the opportunity from the CRM (Salesforce is in the integration catalog, and HubSpot and Dynamics 365 are ready made tools) and write the outcome back.

An output guardrail with an admin written policy checks answers against the approved content, test suites check the agent against known questions with approved answers, and the platform is model agnostic. Run Blits.ai in our cloud in the EU, Qatar, Singapore, the UAE, the US or Australia, in your private cloud, or fully on premises to keep bid content in region.