An AI sales assistant that joins calls can help with a specific gap: the room asks a question, and the answer lives in account notes, product documentation or material somebody needs to check. Giving the assistant that context before the call makes the request useful.
Skyflo Meetings brings a mission into Google Meet, Zoom or Microsoft Teams. The people in the call can ask it questions and give it work. It is a participant tied to that mission, with the tools and permissions you supplied.
Prepare material the prospect may hear
Create a mission for the account or opportunity. Supply the product documentation, approved account context and any previous notes you want it to use. Decide what is suitable for this audience before joining: everyone admitted to the meeting can ask Skyflo to work on the attached mission.
An illustrative brief might say:
Help with the evaluation call. Answer product questions from the supplied documentation. Separate available capabilities from proposals. Draft a follow-up for review. Do not promise discounts, delivery dates or contractual terms.
If the answer depends on a system the mission cannot access, say that in the brief. A missing CRM connection is not solved by giving the assistant a sales role name.
Use it for the questions that slow the call
During discovery, ask Skyflo to compare a requirement with the documentation. For a technical question, ask it to locate the supporting source. When the answer is uncertain, ask it to preserve the open question rather than invent a commitment.
For example: “Check whether the documented export includes these fields. Tell us what you can confirm and what we need to test.” That gives the buyer something more useful than a generic assurance.
There are several sales AI categories to evaluate. Convo describes live assistance for sales reps, while Saleo markets autonomous demo agents. Choose based on the job: private assistance, a visible participant, a product demonstration or a dedicated sales automation system. This Skyflo workflow focuses on a mission the room can direct.
Draft the follow-up while the context is fresh
Before ending, ask for a draft with the buyer's requirements, confirmed answers, unresolved questions and proposed next steps. Name the destination and keep sending as a separate decision. Available tools and access determine whether the mission can work with your external systems.
Do not assume an automatic transcript or recap. Skyflo's local text transcript is optional and off by default. If you need to recover the full conversation later, choose that setting before the call and make the retention choice clear to the participants.
Evaluate one real opportunity
Check whether answers have sources, unresolved questions stay explicit and the follow-up reflects what was actually agreed. Measure your own workflow before making claims about time saved or revenue gained.
For a visual walkthrough, see using an AI agent for a live product demo. For requirements, pricing and the one-call-at-a-time limit, see Skyflo Meetings.