Salesmate
Every conversation holds CRM-worthy data. Your AI agent creates companies, adds products, and looks up account details in Salesmate automatically as customers engage, keeping your sales data fresh and your reps focused on closing instead of data entry.
Your AI agent works inside Salesmate to create accounts, manage product catalogs, and retrieve company details during live customer interactions, turning every chat into CRM gold.
Salesmate
Real scenarios where AI agents keep Salesmate data accurate by creating companies during prospecting conversations, managing product catalogs, and giving reps instant account context.
A prospect from a new company engages on your website. Your AI Agent qualifies them with a few questions, captures the company name, website, and team size, then creates a new company record in Salesmate with all captured details. The assigned sales rep gets notified with the full account created and conversation context. The rep calls prepared, and the CRM data was captured without anyone typing into a form.
A sales rep tells the AI agent that the team just launched a new pricing tier with a different SKU. Your agent creates the product in Salesmate with name, price, currency, and SKU code, then confirms it is available for future deals. The entire sales team can now associate this product with opportunities immediately. Product catalog stays current without waiting for an admin ticket.
A customer contacts your support channel asking about their billing information. Your AI Agent looks up their company in Salesmate by ID, retrieves billing name, address, currency, and custom fields, and provides the customer with accurate account details. The customer gets their answer in one interaction. Your support agent avoids the back-and-forth of manual CRM lookups.
Salesmate
FAQs
The agent uses Salesmate's Create Company API endpoint to generate a new company record. It captures fields like name, website, billing address, phone, and custom tags during the conversation. An owner ID must be specified, which the agent can set to the default sales rep or route based on your assignment rules.
Yes. The Add Product endpoint accepts name, SKU, unit price, cost per unit, direct cost, currency, description, and tags. The agent can create products with precise pricing details during a conversation, making them immediately available for deal and quote associations in Salesmate.
Tars requires three pieces of authentication: your Salesmate subdomain (used for the base URL), a session key, and an access key. Both keys are generated from your Salesmate account settings. They are stored securely in Tars and used for all API requests to your Salesmate instance.
No. Company records, product details, user lists, and module information are queried from Salesmate in real time during each conversation. Tars does not maintain a separate database of your CRM data. All interactions happen live through the Salesmate API.
Yes. The agent calls Salesmate's Get Active Users endpoint, which returns all users currently marked as active. This is useful for lead assignment, checking team capacity, or verifying who is available to take on new accounts during a conversation.
The Get Company endpoint requires a company ID. If you only have a name, the agent can use Salesmate's module listing or search capabilities to find matching company records first, then retrieve the full details. The agent guides the user through identifying the correct record if multiple matches exist.
Sandy AI is an internal copilot for Salesmate users working within the CRM interface. Tars AI Agents are customer-facing, designed to engage prospects and customers on your website, WhatsApp, or other channels. They capture data into Salesmate from external conversations. Tars handles the customer interaction layer while Salesmate handles internal sales workflows.
Yes. The agent calls Salesmate's Delete Product endpoint with the product ID. Before deleting, it can retrieve the product details to confirm with the user that the correct item is being removed. This keeps your product catalog current and prevents reps from associating outdated products with new deals.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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