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AI agents for sales teams

Neurally is a system of AI sales agents that can read your customers’ price lists, offers, emails and contracts, find prices and discounts already agreed, draft the quote for you and structure the negotiation.

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Neurally answers a question about a price for a customer: it finds the price list and the discount already agreed, runs the calculation, cites the sources and prepares a draft quote to download. Sample data.

Create new sales opportunities with AI sales agents

Neurally answers from what your sales team already has: offers, price lists, emails, recorded calls and contracts. And it acts to create new opportunities.

What did Ferri Impianti ask for in the last call, and what did we promise them?
  • Searched your documents
They asked for delivery within 4 weeks and a warranty extended to 24 months. We confirmed the 4 weeks; on the warranty, we said we would reply in the offer.
1Call_Ferri_2026-09-10.mp42Re_ delivery times.msg
Documents used
  • MP4Call_Ferri_2026-09-10.mp4min. 14 · Recorded call1
  • MSGRe_ delivery times.msg11 Sep 2026 · Customer email2
Audio and video: from the Company plan

Neurally prepares the draft, but the final word is yours

Neurally delivers draft sales offers in the format you prefer. You check, correct and send them.

  1. 1Price_list_2026.xlsxPrices sheet, row 3 · the K2 price
  2. 2Re_ Ferri discount.msgEmail of 12 Mar 2025 · the agreed discount
  3. 3Call_Ferri_2026-09-10.mp4Minute 14 · the delivery times
  4. 4Framework_agreement_Ferri.pdfArticle 6 · the payment terms
Draft quote for Ferri Impianti: each line is linked to the source of its data, that is the price list, the email with the discount, the recorded call and the framework agreement. Sample data.
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Your customer remembers last year’s discount and free gift. Now so do you.

Your way of building offers, in one command.

In the chat, typing a slash brings up the sales team’s prompts, each with its own shortcut command. Examples.
You choose the names and commands. These are examples.

  1. Prompts

    Reusable instructions you call up in the chat with a shortcut command. Keep them to yourself or share them with the whole department.

  2. Agent

    An agent with your sales team’s instructions: how to structure an offer, what tone to use, what to check before sending.

  3. Permissions

    Price lists, discounts and contracts sit in knowledge bases you share with the people or teams you choose, with read or edit access.

Let’s talk about how to optimise your sales work

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Your offers stay in your CRM and Neurally searches them right there

Price lists on SharePoint, offers on Google Drive, emails saved in a shared folder or in a CRM: Neurally connects the repositories you already use, without moving or changing the files.

See how to connect your knowledge
Neurally connects to
  • SharePoint and OneDrive
  • Google Drive
  • Dropbox
  • Amazon S3
  • S3-compatible
  • FTP
  • SFTP
  • Samba
  • WebDAV
Files stay where they are: Neurally accesses them read-only.

Frequently asked questions

The most common questions about Neurally and AI sales agents. Can’t find the answer? Contact us.

Does Neurally replace our CRM?

No. Your CRM remains the tool you use to manage customers and opportunities. Neurally works on the sales team’s documents, such as price lists, offers, emails, recorded calls and contracts: it answers questions, runs calculations and prepares drafts, citing the source.

Does it connect to our CRM?

Yes, through the APIs: read access on the Company plan, read and write on Business. Alternatively, CRM exports saved in a connected folder on SharePoint, Google Drive, Amazon S3 or SFTP are read and updated like any other document.

Can it prepare a quote?

Yes, as a draft: it applies the list prices and the terms it finds in the documents, runs the calculations and gives you the file in Word or PDF, with citations of the documents used. Checking it and sending it to the customer remain up to you.

Does it read emails with customers?

Yes, when they are saved as .eml or .msg files in a connected folder: it reads the subject, sender, recipients, body and attachments. Neurally does not connect directly to the mailbox.

What about call recordings?

Yes, from the Company plan: Neurally transcribes audio and video and answers questions about what was said and shown, for example in a recorded meeting or demo.

Who can see price lists and discounts?

Only people with access to the knowledge base that contains them: you share it with the people or teams you choose, with read or edit access. The organisation’s owner and admins have full access.

A solution for every department

  1. Technical documentation

    Revisions, bills of materials, specifications and CAD drawings.
    “Which revision is in production?”

  2. Sales contracts

    Clauses, deadlines, penalties and terms by customer.
    “Which contracts renew in December?”

  3. Equipment manuals

    Alarms, procedures, spare parts and service history.
    “What does alarm E-07 mean?”

  4. Finance and administration

    Financial statements, reports and budgets, with calculations and sources.
    “How much has revenue grown?”

You’ve already written the offers. Neurally finds them, with their sources.

Connect your offers folder, ask your first question and open the source of every price.

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Request a demo.

We’ll show you Neurally at work on your team’s cases.

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