AI Application
AI for sales teams: customer and deal data in one place, with help preparing for meetings
Sales Workspace is AI for sales teams on Phak AI. It brings customer records, deals, product specs and past work into one place, with an AI assistant that helps prepare for meetings and draft proposals. New reps can work much closer to your best sellers. It builds on the files and sales tools you already use, so nothing has to be replaced.
What has this customer bought before, and what was the latest quotation?
Found this customer's purchase history and latest quotation. Summarized here before your visit.
Source: Past quotations in the knowledge baseWhat problems does AI for sales teams solve?
Sales know-how sits with a few people
How to close a deal, which specs customers prefer and lessons from past jobs live in the heads of a few senior reps.
New reps take a long time to ramp up
Before they can answer on specs, prices and stock alone, they ask senior colleagues and open many files.
Meeting prep runs out of time
Before seeing a customer, a rep has to dig through purchase history, quotes and open topics scattered across several places.
Proposals get written from scratch
Emails and proposals to corporate customers need research first, even when a similar job was done before.
How does Sales Workspace work?
Bring sales knowledge into the knowledge base
Catalogs, specs, price and stock tables, past quotes and job cases go into the central knowledge base.
Connect customer and deal data
Customer and deal data comes from the Excel files or sales tools you already use. Larger systems connect through MCP, adapted to each organization.
Ask before the meeting
A rep asks what this customer bought before, what is still open and what to offer. The answer comes with its sources.
Draft proposals for review
The assistant drafts an email or proposal from real data. The rep reviews and edits before sending.
Example questions a sales rep can ask
What Sales Workspace does and does not do
What Phak AI does
- Phak AI helps reps look up specs, prices and stock for every brand in one knowledge base.
- Phak AI helps summarize customer information and past work before a meeting.
- Phak AI helps draft emails and proposals to corporate customers.
- Phak AI helps keep senior reps' knowledge within reach of new hires.
What it does not do
- It does not talk to customers in place of the rep. Everything supports the internal team.
- It does not replace the CRM or ERP you already use.
- It does not approve special prices or discounts in place of the person with authority.
- It does not forecast sales or demand.
What data does Sales Workspace need?
- Catalogs, specs and product documents for every brand
- Price and stock tables in Excel or CSV
- Past quotes and job cases
- Customer list and deal status from your files or current sales tools
- Role-based permissions, for example who sees costs and who sees only selling prices
Frequently asked questions
How is Sales Workspace different from a CRM?
A CRM stores your customer and deal records. Sales Workspace lets reps ask questions about sales knowledge in plain language: specs, prices, past jobs and customer history. It then helps prepare the meeting. It works alongside your current sales tools.
How does customer and deal data connect from our current systems?
Start with the Excel files or customer lists your team already uses. If you have a sales system or CRM, it connects through MCP, adapted to the files and systems each organization uses. Searching specs, prices and stock and drafting proposals work from the central knowledge base.
How do you measure results?
Typical measures are time for a new rep to become productive, time to prepare a proposal, questions sent to senior colleagues, and win rate. They are measured with your own numbers, before and after.
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Read more →Talk to the Phak AI team
Tell us about your business. The Phak AI team will show you the systems that fit and plan the rollout with you, without replacing what you have.