The Sber2B business group has introduced an AI agent designed to assist sales teams throughout the entire client interaction cycle. The tool aims to reduce the time required to prepare commercial proposals to 10 minutes and automate 60–80% of routine transactions.
The agent handles tasks such as gathering client information, creating negotiation plans, and providing real-time prompts during meetings. It integrates directly with IP telephony and video conferencing platforms without requiring additional provider setups. According to the company, manual preparation for negotiations takes over 30 minutes, whereas the AI completes it in approximately two minutes.
To generate personalized offers, the system analyzes data from CRM history, meeting transcripts, the Unified State Register of Legal Entities, open news sources, financial indicators, and government procurement records. It also manages post-meeting workflows by transcribing conversations, creating protocols, and updating CRM systems.
The agent assists managers throughout the workday, starting with morning briefings and scheduling. During interactions, it suggests product lists and answers to client questions. At the end of the day, it summarizes results and compiles task lists, allowing staff to focus primarily on direct communication with clients.
