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Integrates with:

AI Assistants That Work Like Humans — Without the Cost or Hassle

Available 24/7 to answer calls, respond to messages, and complete real business tasks — fully integrated with the tools you already use.

 

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Powerful Features

How SalesOptAI Delivers More Efficient results

We are your company’s central hub for training and managing your AI workforce, empowering you to scale faster and smarter.

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Enterprise Scalability

Centralized AI Workforce

Multi Channel Deployment

Ease Of Set Up

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Smarter Business Starts Here

Join hundreds of businesses using SalesOptAI to automate calls, messages, and tasks — all while keeping full control and enjoying guaranteed results.

How it works

Fast Setup, Powerful Results

Our solution begins with a clean framework—just add a template and tailor it to your specific needs.

Choose a template

Start with a template tailored to your use case. Define your assistant’s role, tasks, and tone. Name it, shape how it acts, and assign what it handles.

STEP 1

Add Knowledge

This is your companies knowledge base. Upload documents, service info, FAQs, and policies so it knows your business inside out.

STEP 2

Fine Tune

Connect your systems to automate real tasks, test instructions, and fine-tune behavior until you're ready to go live with confidence.

STEP 3
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Integrates with:

Single Source Updates

Manage your AI Workforce from a single source

One portal to manage and train your AI assistants—easily deploy changes across your entire team.

Work Smarter, Scale Faster

Side-by-side
comparison

Modern teams are evolving. This side-by-side shows how AI Assistants quietly handle the heavy lifting—working around the clock, staying on-brand, and delivering results without the overhead.

Human Vs AIAI Assistant- v2

Your AI Workforce, Synced Across All Channels

Keep your business in sync—deploy AI Assistants across multiple channels. Giving customers a seamless experience on phone, chat, SMS, email, social media, and more.

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Frequently Asked Questions

Here is some helpful info. If you have more questions, just ask our AI Assistant Felix.

Sign up for the free trial and book a free 30-minute onboarding.

  • Self-setup: If you’re comfortable, we’ll walk you through the portal on that call and you can be live the same day (often within an hour after the session).

  • Done-for-you setup: Prefer we handle everything? We’ll quote professional services at $125/hr and typically complete a standard setup in 1–2 business days. Deeper integrations (e.g., Jobber, ServiceTitan, HubSpot/QuickBooks) may add time depending on access/approvals.

Either way, once call forwarding is in place, you can start capturing calls immediately during your trial.

Not at all. Our assistants are trained to sound professional, natural, and approachable — just like a real receptionist.

If the AI can’t handle a question, it politely collects details and passes the request to you or your team so nothing slips through the cracks.

Absolutely. We use enterprise-grade security and compliance standards to protect your business and customer data.

Yes. You're AI assistants and Agents follows your rules — from how calls are answered to when jobs are booked. You decide what gets automated and what gets sent to you or your team to handle.

SalesOptAI costs a fraction of what you’d pay for a receptionist or call service. You get 24/7 coverage without payroll or benefits — and everything is tracked in one central dashboard.

Testimonials

These real-life stories showcase the impact we make every day

The best way to showcase our commitment is through the experiences and stories of those who have partnered with us.

Hockey Training Academy Front Desk Receptionist

We’re thrilled with our Assistant, Auston! Setup was easy, and our customer service is faster than ever. Clients get instant answers and book appointments anytime. Highly recommended for any business.

Mortgage Services Sales Specialist Assistant

SalesOptAI finds and qualifies leads for us, so my team only talks to serious clients ready to close. We’ve never been busier—or more efficient!

HVAC Services Employee Support Assistant

SalesOptAI has been a game-changer for our techs. Now, they get instant answers, job details, and manuals right on-site—no more calls to the office. It’s streamlined our workflow and saved us tons of time!

A Powerful user portal to manage & train your AI Assistant

Edit your assistant's instructions, upload knowledge documents, monitor transcripts and analytics, and much more!

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  • Flexible solution
  • Constant updates
Flexible Pricing

Choose a pricing plan that works for you

Start your 30-day free trial in under 2 minutes and unlock up to $297 in value. Enjoy a 90-day money-back guarantee—explore core features risk-free and cancel anytime.

Edit Content
Lite

For small businesses ready to explore AI without overcommitting.

$ 97 /month
  • $5 of Usage Credits

    A one-time $5 credit to help you get started and understand what your usage costs will look like moving forward. After that, pay-as-you-go with prepaid credits.

  • Includes:
  • AI Assistant

    This plan includes 1 fully featured AI Assistant. Need more? Add additional assistants for other roles at just $97/month each.

  • Voice + Webchat Channels

    Voice and webchat are included. Want more? Add additional channels (like SMS, social, WhatsApp, and more) starting at $47/month. Deploy your assistant seamlessly across platforms.

  • Knowledge Base

    This is your companies knowledge base. Upload files or crawl up to 20 website pages to teach it how your business works—so it can answer with confidence.

  • 2 Tools

    Let your AI Assistant take action—like booking, messaging, or updating your CRM. The Lite plan includes 2 tools. Need more? Add extras for $7/month each.

Get started
Basic

For busy teams that want to automate more and scale faster.

$ 197 /month
  • $50 of Usage Credits

    Your plan includes $50 in usage credits each month, which covers approximately 250 voice call minutes or 10,000 chat messages. More credits can be purchased anytime with pay-as-you-go top-ups.

  • Includes:
  • Everything in Lite

    One AI Assistant that communicates across voice and web—powered by your knowledge base and configurable with built-in and custom tools.

  • Advanced Knowledge Base

    Crawl larger websites, set scheduled recrawls, upload bigger files, and edit your assistant’s knowledge directly for greater control and accuracy.

  • 5 Tools

    Let your AI Assistant take action—like booking, messaging, or updating your CRM. The Basic plan includes 5 tools. Need more? Add extras for $7/month each.

Get started
Pro

For growing SMBs ready to fully integrate AI into operations.

$ 297 /month
  • $100 of Usage Credits

    Your plan includes $100 in usage credits each month, which covers approximately 500 voice call minutes or 20,000 chat messages. More credits can be purchased anytime with pay-as-you-go top-ups.

  • Includes:
  • Everything in Basic

    One AI Assistant that communicates across voice and web—powered by your advanced knowledge base and configurable with built-in and custom tools.

  • 3 Hours of Onboarding Support

    Get one-time, hands-on help from our team to set up your assistant, connect tools, upload knowledge, and test everything. You’ll be up and running fast—with expert guidance every step of the way.

  • 10 Tools

    Let your AI Assistant take action—like booking, messaging, or updating your CRM. The Pro plan includes 10 tools. Need more? Add extras for $7/month each.

Get started
Edit Content
Lite

For small businesses ready to explore AI without overcommitting.

$ 970 /year
  • $5 of Usage Credits

    A one-time $5 credit to help you get started and understand what your usage costs will look like moving forward. After that, pay-as-you-go with prepaid credits.

  • Includes:
  • AI Assistant

    This plan includes 1 fully featured AI Assistant. Need more? Add additional assistants for other roles at just $97/month each.

  • Voice + Webchat Channels

    Voice and webchat are included. Want more? Add additional channels (like SMS, social, WhatsApp, and more) starting at $47/month. Deploy your assistant seamlessly across platforms.

  • Knowledge Base

    This is your companies knowledge base. Upload files or crawl up to 20 website pages to teach it how your business works—so it can answer with confidence.

  • 2 Tools

    Let your AI Assistant take action—like booking, messaging, or updating your CRM. The Lite plan includes 2 tools. Need more? Add extras for $7/month each.

Get started
Basic

For busy teams that want to automate more and scale faster.

$ 1970 /year
  • $50 of Usage Credits

    Your plan includes $50 in usage credits each month, which covers approximately 250 voice call minutes or 10,000 chat messages. More credits can be purchased anytime with pay-as-you-go top-ups.

  • Includes:
  • Everything in Lite

    One AI Assistant that communicates across voice and web—powered by your knowledge base and configurable with built-in and custom tools.

  • Advanced Knowledge Base

    Crawl larger websites, set scheduled recrawls, upload bigger files, and edit your assistant’s knowledge directly for greater control and accuracy.

  • 5 Tools

    Let your AI Assistant take action—like booking, messaging, or updating your CRM. The Basic plan includes 5 tools. Need more? Add extras for $7/month each.

Get started
Pro

For growing SMBs ready to fully integrate AI into operations.

$ 2970 /year
  • $100 of Usage Credits

    Your plan includes $100 in usage credits each month, which covers approximately 500 voice call minutes or 20,000 chat messages. More credits can be purchased anytime with pay-as-you-go top-ups.

  • Includes:
  • Everything in Basic

    One AI Assistant that communicates across voice and web—powered by your advanced knowledge base and configurable with built-in and custom tools.

  • 3 Hours of Onboarding Support

    Get one-time, hands-on help from our team to set up your assistant, connect tools, upload knowledge, and test everything. You’ll be up and running fast—with expert guidance every step of the way.

  • 10 Tools

    Let your AI Assistant take action—like booking, messaging, or updating your CRM. The Pro plan includes 10 tools. Need more? Add extras for $7/month each.

Get started
Learn more about pricing
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