Section 10 of 21 · Decision Book p.22–23
10. Human Sales Team Superpowers
The AI makes DMA's people faster rather than replacing them: a person can take over any chat, hot leads reach the right person at once, calls get booked and briefed, and the paperwork after a call writes itself for one approval.
What we built for this section
- Live takeover of any website chat, with the AI pausing for that visitor.
- Hot-lead alerts on every booking, through the send governor, with a link into the chat.
- Two-click booking with real, non-overlapping times (the calendar connection is being finished).
- Account briefs on request in the team workspace, and after-call write-ups staged for one approval.
The 6 capabilities, in the book's order
| No. | Capability | Book page | Phase | Autonomy | Status |
|---|---|---|---|---|---|
| 10.1 | Live human takeoverA salesperson can jump into the chat with the full history, so the prospect never repeats themselves. | p.22 | Phase 1 | L3 · Act within rules | Built in the POC |
| 10.2 | Hot-lead alertsA high-value prospect immediately triggers an alert with the score, company, problem and recommended action. | p.22 | Phase 1 | L3 · Act within rules | Built in the POC |
| 10.3 | Real calendar bookingThe AI shows real available times and books the right salesperson. | p.23 | Phase 1 | L3 · Act within rules | Partly built — finishing in Phase 1 |
| 10.4 | Pre-call briefingA 60-second summary before a call: the company, its history, the opportunity, likely objections and what to ask. | p.23 | Phase 1 | L3 · Act within rules | Built in the POC |
| 10.5 | Whisper copilotDuring a live conversation, the AI privately suggests the rep's next question or answer. | p.23 | Phase 3 | L1 · Recommend | Designed for Phase 3 |
| 10.6 | Post-call automationAfter the call: summarise it, update Nutshell, capture the promises made and draft the follow-up. | p.23 | Phase 1 | L2 · Prepare, then wait for approval | Built in the POC |