Aubrey is an AI assistant that proactively messages sales assistants to prompt lead follow-up and capture lead status updates based on their responses. Rather than replacing the sales agent, Aubrey acts as a lightweight engagement and tracking layer that ensures leads are actively managed and accurately updated.
Proactive Follow-Up Prompts
What Aubrey does
Aubrey sends messages to sales assistants asking for updates on assigned leads. These prompts are timed to encourage follow-up after key moments, such as lead assignment or periods of inactivity.
Why it matters
- Prevents leads from being forgotten or stalled
- Encourages timely engagement without manual reminders
- Reduces the need for managers to chase status updates
Conversational Status Updates
What Aubrey does
Sales assistants can reply directly to Aubrey’s messages in natural language. Based on the response, Aubrey can interpret the outcome and update the lead’s status accordingly (for example: in progress, won, lost, or still following up).
Why it matters
- Makes updating lead status fast and frictionless
- Eliminates extra clicks or CRM navigation
- Increases accuracy and consistency of lead data
Automated Lead Disposition Tracking
What Aubrey does
When a sales assistant responds to Aubrey, the lead’s disposition and stage can be updated automatically in the system based on the content of the reply.
Why it matters
- Keeps the pipeline up to date in near real time
- Improves reporting and visibility for admins and managers
- Creates a reliable record of lead outcomes
Lightweight, Agent-First Design
What Aubrey does
Aubrey communicates with sales assistants rather than directly with prospects. Its role is to prompt action and capture outcomes, not to conduct sales conversations.
Why it matters
- Preserves the human relationship with the lead
- Keeps agents in full control of the sales process
- Avoids over-automation while still improving efficiency