AI sales assistant
Meet Sara
The sales assistant that already knows your pipeline. Ask questions, draft follow-ups, and get clear next steps — without leaving Dialed Sales.
Sara
Your AI sales assistant
3 hot leads to prioritize:
- Alice Mills — quote sent, verbal yes
- Henry Coleman — decision Fri
- Lena Park — pricing recap requested
Your week at a glance
On paceCalls
142
+18%
Contacts
58
+9%
Appts
11
+3
Closes
4
+2
Calls per day
This week · avg 50
Close rate 36% · $8,420 booked · best day Thursday
What Sara can do for you
Built for sales reps, managers, and small teams who want answers without building reports.
Instant performance recaps
Ask 'How did I do this week?' and Sara returns calls, contacts, appointments, closes, and revenue — with context on trends and pacing.
Draft follow-ups in seconds
Sara reads your call notes and drafts SMS or email follow-ups that sound like you. Edit, approve, and send without switching apps.
Prioritize who to call next
She surfaces your hottest leads and overdue follow-ups so you start each day on the deals most likely to close.
Answer pipeline questions
Natural-language questions like 'Which rep has the most callbacks?' or 'What stalled last month?' get answered from your real data.
Draft voicemail scripts
Drop in a contact and Sara writes a concise, confident voicemail script tailored to your last call notes and the deal stage.
Coach through objections
Stuck on a tough objection? Sara suggests re-frames, talk tracks, and follow-up questions based on what's already worked for you.
Compare rep performance
Managers can ask how the team is pacing against goals and get side-by-side call, contact, and revenue comparisons.
Spot trends and slumps
Sara flags changes in your activity, win rate, or follow-up volume so you can course-correct before the month ends.
How Sara works
No setup, no training, no prompts to memorize. Just open a thread and ask.
She knows your calls
Sara is connected to the calls, follow-ups, and outcomes you already log in Dialed Sales — no spreadsheets or imports needed.
Ask anything
Type in plain English. Sara understands sales context: reps, campaigns, outcomes, due dates, and revenue.
Act on the answer
Get summaries, draft messages, lead lists, and next-step suggestions you can use immediately.
Solid week — here's the recap:
Calls
142
Contacts
58
Appts set
11
Closes
4
Close rate 36% · $8,420 booked revenue.
Top 3 open follow-ups:
Alice Mills — Northside HVAC
Asked for a quote · due 9:00a
Henry Coleman
Callback Tue 2:00p · warm
Lena Park — Park Realty
Wants pricing recap
Want me to draft a text for Alice?
Conversations that turn into action
Sara doesn't just summarize — she suggests. Ask for a recap, then ask her to draft the follow-up, rank your leads, or explain a rep's drop in activity.
- Threaded chat history stays synced across devices
- Context-aware follow-up suggestions
- Answers backed by your actual call and follow-up data
Private to each rep
Sara can only see the calls and follow-ups you have access to in Dialed Sales. Team owners see team-wide insights; individual reps see their own work. Your data is never used to train external models.
Ways teams use Sara
Morning standup prep in 30 seconds
End-of-week rep recap for managers
Draft follow-up SMS after a quote call
Find deals that went quiet this month
Compare campaign performance verbally
Identify top closers by revenue
Questions about Sara
Is Sara included in every plan?
Yes. Sara is available on all Dialed Sales plans, including Solo. Usage is tied to your account and the data you already log.
Can Sara see my whole team's calls?
Only if you are the team owner or have been granted access. Otherwise, Sara respects the same permissions as the rest of the app.
Do I need to write prompts?
No. Ask questions the same way you'd ask a coworker. Sara understands sales terminology and your Dialed Sales data model.
Is my data used to train AI models?
No. Your call and follow-up data is processed to answer your questions only and is not used to train external models.
Start your 2-week free trial
Sara is included on every Dialed Sales plan. The 2-week free trial is available on our Pro monthly plan — add a card to begin and you won't be charged until your trial ends.