How to automate deal creation with AI

“We're ready to go ahead” "When can we get started?" "Where do we sign?"

Creating deals is crucial, but can take a substantial amount of effort. By incorporating AI-powered tools, you can efficiently generate and manage deals with precision and speed. This streamlined approach leaves your teams with time to focus on optimising deals and building strong customer relationships, rather than getting bogged down in manual tasks.

Apps that support this enquiry

Why automating deal creation is good for business

Why automating deal creation is good for business

An AI assistant helps you save money, time, speed up, be more efficient, increase engagement, improve accuracy, offer 24-hour service, personalise, increase loyalty, ultimately improve customer experience so you can automate deal creation instantly.

Questions from your customers

Easily set up your AI assistant to respond to routine enquiries about deal creation instantly at any time of the day or night, on any channel and in any language.

“We're ready to go ahead” "When can we get started?" "Where do we sign?"

Providing AI powered customer assistants to over 12,000 global businesses

EBI technology partners

Choose your template to automate deal creation

AI Studio is connected to these apps and platforms (and we’re adding more all the time), so find your go-to system and use an AI assistant to automate deal creation.

flows-make

Automate deal creation with Make

Link up your AI assistant with Make in minutes.
Make is brilliant for visual automation.

flows-zapier

Automate deal creation with Zapier

Link up your AI assistant with Zapier in minutes.
Zapier is brilliant for automating workflows.

flows-hubspot

Automate deal creation with HubSpot

Link up your AI assistant with HubSpot in minutes.
HubSpot is brilliant for inbound marketing.

flows-freshdesk

Automate deal creation with Freshdesk

Link up your AI assistant with Freshdesk in minutes.
Freshdesk is brilliant for customer support.

flows-zendesk

Automate deal creation with Zendesk

Link up your AI assistant with Zendesk in minutes.
Zendesk is brilliant for helpdesk support.

flows-jira

Automate deal creation with Jira

Link up your AI assistant with Jira in minutes.
Jira is brilliant for project management.

flows-trello

Automate deal creation with Trello

Link up your AI assistant with Trello in minutes.
Trello is brilliant for organising tasks.

flows-mailchimp

Automate deal creation with Mailchimp

Link up your AI assistant with Mailchimp in minutes.
Mailchimp is brilliant for email marketing.

flows-campaign-monitor

Automate deal creation with Campaign monitor

Link up your AI assistant with Campaign monitor in minutes.
Campaign monitor is brilliant for campaign tracking.

flows-email

Automate deal creation with Email

Link up your AI assistant with Email in minutes.
Email is brilliant for direct communication.

flows-dropbox

Automate deal creation with Dropbox

Link up your AI assistant with Dropbox in minutes.
Dropbox is brilliant for cloud storage.

Your 3 steps to automation

Group 36877

Select the template for the business app you normally use to automate deal creation and click through

Group 36878

Log in to your AI Studio account or, if you don’t have one, sign up to launch an AI assistant in less than 10 minutes

Group 36879

You’ll then be taken straight through to the template to link up your AI assistant with your chosen app to start automating deal creation

Coop wants to build a level of customer experience that is unparalleled in the Swedish retail marketplace. The work that EBI.AI is doing gives us a tool to build strong relationships with our customers and support them with an important part of their daily life.

Amer Mohammad

CHIEF DIGITAL OFFICER

Frequently asked questions

How do I launch an AI assistant so I can use this feature?

It takes less than 10 minutes to create an AI assistant using AI Studio and you don’t need any technical skill to do it. You can launch an AI assistant using only your website URL.

See also: How to use AI Studio

Where do I find the template to automate deal creation?

Click on the link to automate deal creation and you’ll land on the Flows page of AI Studio (a ‘flow’ is a question and answer set that lays out the flow of the conversation between your visitor and your AI assistant). In this case, the flow for automating deal creation will be open and ready for you to approve. You can edit, add or delete flows at any time.

Related templates to try:

Automate signups
Automate appointment reminders
Automate customer feedback
Automate bookings

Why do companies automate deal creation?

Companies automate deal creation to streamline and accelerate the process, making sure information is accurate and consistent in creating offers for customers. Using automation tools, you can speed up deal generation, reduce errors, and free up valuable time for your teams to focus on refining and optimising deals to meet customer needs effectively and efficiently.

How does automating deal creation benefit my customers?

Automating deal creation benefits your customers by making sure responses are quick and offers are personalised. By automating this process, customers receive timely and tailored deals, leading to enhanced engagement and a more satisfying experience. This can significantly help improve customer satisfaction and increase loyalty, but at the same time, reduce your customer support costs, so you can spend more on making improvements to your offers and services overall.

More on these goals and metrics:

How do you calculate your Customer Satisfaction Score (CSAT)?
What is customer effort score (CES)?
What is First Contact Resolution (FCR) and how do you calculate it?
What is First Response Time (FRT)?