Sophia runs the first conversation. Your sales team decides who is a buyer. In every visit she:
Here is how each part works.
She asks what the buyer is trying to solve first. Everything she says after that fits their case instead of a brochure.
High-risk facts come from your approved facts, with a source. When she cannot confirm something she says “I don’t know” before she guesses, because in a complex sale a wrong answer costs more than none.
When a diagram or a document explains it faster, she puts it on screen while she talks. The buyer sees the evidence instead of taking her word for it.
One question at a time, and only the next missing field your model needs. She stops asking when there is enough to act.
A visitor who fits but is not ready gets a summary or an example. No pressure, and the context stays for next time.
She books a meeting only after an explicit yes, or hands off to a person with the full context, so nobody asks the buyer the same questions twice.
A fictional industrial supplier, shortened.
Visitor Can your sensors be added to older production lines?
Sophia In many cases, yes. Before I go into detail, what makes this a priority right now?
Visitor Unplanned stops. We only find out when the line is already down.
Sophia Then the retrofit overview is the right place to start. I have put it on screen. Are you planning this for one site or for several?
Visitor Several, but we want to start small.
Sophia That helps. I can book a short call with an engineer who works on rollouts like this, or you can look through the overview first. Which suits you?
| Field | What it holds |
|---|---|
| Qualification | Fit, intent and the fields your model asks for |
| Pain and use case | In the buyer’s own words |
| Objections | What worried them and what Sophia answered |
| Content shown | Slides, documents and examples, with their sources |
| Next step | Meeting time, handoff reason or the softer next step |
| Summary and transcript | A short summary plus a reference to the full conversation |
| Contact | Only what the buyer chose to give |
Your CRM: HubSpot, Salesforce, Microsoft Dynamics, SAP, Pipedrive and others
Your channels: Slack, Teams, email, Telegram
The connector: built for your systems during implementation
Live today: Cal.com booking, Telegram alerts and the live handoff on humanops.pro in HumanOps working hours
Your AI accounts and server: OpenAI, LiveKit, Anam and the server that runs Sophia stay in your company's name and bill you directly, and we work inside them on an invited seat
Visits, conversations, meaningful conversations, supported answers, qualified or not a fit, meetings and handoffs.
Which questions go unanswered, which repeat, which material is missing.
Response latency, interruptions handled, tool failures, and the regression suite result per release.
| If this fails | Sophia does this |
|---|---|
| The avatar | Keeps talking by voice and text |
| A knowledge source | Says she cannot confirm it now and offers a person |
| A booking | Says the booking did not go through and offers another time |
| The CRM write | Never claims it was saved, offers to pass the conversation on |
| Two sources disagree | Does not answer that point and flags it for review |
In a complex sale a wrong answer costs more than no answer. So Sophia answers high-risk questions only from structured, approved facts, and anything she cannot confirm goes to your team, not to the buyer.
Every fact has a source, an owner, a version and a review date. Your sales method changes how she sells, never what is true.
The higher-authority source wins. A tie is never guessed, it goes to review.
Unanswered and corrected questions land here for your team. Nothing reaches Sophia until a person approves it.
Run before every release, so a fix in one place does not break an answer somewhere else.
Ask Sophia something your buyers ask. Then ask her something she should not know.