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AI Sales Assistant

PROJECT / 07

Useful replies need facts and a human handoff.

Discipline

AI customer service & sales workspace

My role

Product direction, AI workflows & full-stack development

Project status

In development · channel validation

Year

2026

Workflow illustration

Three things to know

My responsibility
Product direction, AI workflows & full-stack development
Key decision
Ground replies in business information and validate channel delivery reliability.
Delivery scope
Development and channel validation are ongoing; this is not a fully operational service.

An AI conversation workspace for small businesses, bringing customer and product information together with reply drafts and follow-up records.

01

Ground each reply in the business.

Products, prices and rules stay within the correct merchant account. The reply flow reads those facts and checks the generated result; missing information and uncertain cases go to human review.

A four-language workspace brings together conversations, customers, settings and sales follow-up. Operators can edit, approve or reject drafts and take over a conversation.

02

Treat delivery as a reliability problem.

Webhook events, processing jobs and outgoing messages have separate records. Duplicate events, retries and human handoff are checked, while queued, provider-accepted and delivered states remain distinct.

My work covers product scope, the division between AI and operators, tenant isolation and recovery paths.

03

Channel validation is ongoing.

The workspace and several local workflows are implemented and tested. As of the September 2026 records, live WhatsApp activation still depends on Meta business verification and subsequent delivery checks.

This case demonstrates the product and engineering work. Live automated replies to real customers are not yet offered.

PROJECT NOTES

Project notes

These dates describe updates to this portfolio record, not product releases.

Case record updated
Recorded product status
In development · channel validation
Documented work
Development and channel validation are ongoing; this is not a fully operational service.
Next evidence to add
A permissioned example showing human review of an assistant response.

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