What is Sandy AI?
Sandy AI, Salesmate’s AI Employee, is a built-in intelligent assistant that empowers sales, marketing, and support teams to work faster, smarter, and with greater personalization.
Acting like a full-time digital teammate, AI Employee transcribes calls in real-time, summarizes conversations, automates follow-ups, schedules meetings, and surfaces actionable insights. So your team spends less time on busywork and more time closing deals.
Features of Sandy AI (AI Employee)
- Call Transcriptions – Get accurate, real-time transcriptions of every sales call so your reps can focus on the conversation, not note-taking.
- Call Trackers & Insights – AI Employee tags keywords, tracks sentiment, and flags deal risks to help improve coaching and win rates.
- Conversation Summaries – Summarize calls, chats, and emails instantly to get complete context before the next touchpoint.
- Contact Insights – AI Employee automatically reveals interaction history, preferences, and next-best-action suggestions for better engagement.
- Email Composer – Draft high-converting prospecting, follow-up, and reply emails in your tone and context.
- Support Automation – Handle FAQs, route tickets, and resolve routine queries with AI-powered workflows and bots.
- Meeting Scheduling – Book calls, demos, and follow-ups automatically, manage time zones, and avoid double-booking.
- Support Co-Pilot – Suggests real-time replies, surfaces knowledge base answers, and improves with every interaction.
How to Use Sandy AI (AI Employee)
- Enable in Salesmate CRM – Sandy AI comes built into Salesmate; just ensure you’re on an eligible plan.
- Connect Your Tools – Link email, calendar, and phone systems for complete automation.
- Let AI Employee Assist in Real-Time – From transcriptions to reply suggestions, AI works alongside you in every conversation.
- Automate Workflows – Set up AI-powered flows for follow-ups, scheduling, and support responses.
- Leverage Insights – Review AI Employee’s analytics to refine your sales and support strategy.
Who Can Use Sandy AI (AI Employee)?
- Sales Teams
- Marketing Teams
- Customer Support
- Business Owners & Managers
Pros & Cons
Pros
- Automates repetitive sales, marketing, and support tasks
- AI Employee delivers data-driven recommendations for smarter decisions
- Seamlessly integrated inside Salesmate CRM
- Multi-channel capabilities across calls, email, and chat
Cons
- Requires an active Salesmate CRM subscription
- Not available as a standalone tool
- Limited customization outside CRM workflows
Pricing & Plans
- Free Trial: Available via Salesmate sign-up.
- Paid Plan: Starting at $23/user/month with AI Employee included.
– Includes transcriptions, summaries, email writing, meeting scheduling, and support automation.
