What should your sales copilot know about your product?
Is your AI sales copilot any good if it doesn't actually know what you're selling?
Obviously Not.
A sales representative can have the best communication skills in the room, but there will always be moments when a prospect asks a very specific question: Does your product integrate with this tool? What happens during implementation? Is this feature available for our plan…and what not? In such moments, having an AI sales assistant that actually understands the product can make a real difference.
What Information Should an AI Sales Assistant Know?
A useful real time AI sales assistant should know much more than a basic product description. It should have access to the information a sales rep actually needs during a conversation.
That can include:
Product features and capabilities
Pricing and plans
Integrations
Product documentation
Customer case studies
FAQs
Company policies
Competitor information
Implementation details
Sales and marketing material
All this information gives an AI sales copilot the context it needs to provide useful support instead of generic answers.
Why Does a sales AI Knowledge Base matter?
Imagine a prospect asks a question that the sales representative hasn't encountered before. Without an AI sales tool, the rep might have to search through documents, open another application or tell the prospect, “I'll get back to you on that.”
That creates an information gap in the middle of a live conversation.
A sales AI knowledge base can help solve this by making relevant company information accessible when the salesperson needs it. Instead of relying only on the AI's general knowledge, the assistant can use approved, company-specific information to provide a more suited response.
How Can Companies Prevent AI Sales Assistants From Giving Incorrect Information?
This is one of the most important questions when adopting AI for sales teams.
A sales assistant should not simply generate an answer because it sounds believable. It should be grounded in reliable information provided by the company.
This is particularly important for pricing, product capabilities, integrations, policies and other details where an incorrect answer can damage customer trust.
The goal isn't for an AI sales assistant to have an answer to everything rather for it to know which answers it can actually support.
What Should a Real-Time AI Sales Copilot Do During a Call?
Product knowledge is only one part of the equation. A good AI sales copilot should turn that knowledge into useful, timely assistance.
During a live sales call, it can help representatives to:
Find relevant product information
Handle unexpected objections
Suggest useful follow-up questions
Clarify customer concerns
Retrieve information without switching between tools
Keep the conversation moving
The most crucial part is timing. Information is most valuable when the salesperson needs it the most and not ten minutes after the call has ended.
This is where Hintro's Boxy fits into the picture. Boxy is a real-time AI sales copilot designed to support sales representatives during live client conversations. Sales teams can provide important company and product information through its knowledge base, allowing Boxy to use that context while helping reps answer questions, handle objections, ask the right questions and keep conversations moving.
The objective isn't to replace the salesperson or make every decision for them. It's to give the salesperson the right information at the right moment and let them focus on the conversation.