Sandy AI

Sandy AI is an intelligent AI sales and support assistant built into Salesmate. It works like a supercharged teammate, automating routine tasks, helping your team respond faster, and providing real-time insights. From call transcription to AI-drafted emails and workflow automation, Sandy boosts productivity across your sales and support operations.

Sandy AI Key Features:

• Real-time Call Transcription: Automatically transcribes conversations during sales or support calls.
• Call Tracker & Insights: Tracks calls and highlights key takeaways to support coaching and performance review.
• Summarize Conversations & Contact Insights: Instantly generate conversation summaries and actionable insights for each contact.
• AI‑Drafted Emails & Support Co-Pilot: Saves time by drafting personalized emails and assisting with customer replies.
• Smart Meeting Scheduling: Automates meeting bookings, reminders, and follow-ups.
• Support Co-Pilot: Provides instant replies to customers and helps route tickets to the right team.

Sandy AI Use Cases:

• Sales Productivity: Reps save hours on manual note-taking, follow-ups, and admin tasks.
• Sales Coaching: Managers can review transcripts and performance data to provide targeted coaching.
• Customer Support: Sandy enhances service with AI-powered replies and intelligent ticket routing.
• Workflow Automation: Automates repetitive tasks like emails, reminders, and scheduling to save time.
• Data‑Driven Sales: Leverages real-time contact insights and recommends the next best action to improve conversion rates.

What are the Benefits?

• Saves time and boosts efficiency across teams
• Enhances coaching and training with accurate call data
• AI-powered support improves response time and customer experience
• Seamless integration with Salesmate CRM

Pricing

Sandy AI is included within Salesmate’s pricing plans:

1. Pro – Starts with $ 39 per user / month
2. Business – Starts with $63 per user / month
3. Enterprise – Custom Plan - Tailored for high-volume teams

FAQs

Q: Is Sandy AI only for sales teams?

A: No, Sandy AI also supports customer service and business operations teams.

Q: Can I use Sandy AI without Salesmate?

A: Sandy AI is fully integrated with Salesmate CRM, so a Salesmate account is required.

Q: Does Sandy support real-time meeting summaries?

A: Yes, Sandy transcribes and summarizes conversations in real-time to help teams stay aligned.

Q: Is my data secure with Sandy AI?

A: Absolutely. Salesmate uses enterprise-grade security to protect your data and ensure privacy.