WorkBot SalesFlow Assistant
WorkBot SalesFlow Assistant is a web-based sales assistant that qualifies leads, books demos, and follows up without human intervention.
What WorkBot SalesFlow Assistant is
WorkBot SalesFlow Assistant is a web-based sales assistant that qualifies leads, books demos, and follows up without human intervention. It scores leads in real time against budget, authority, need, and timeline criteria, then can arrange demos through Calendly, Google Calendar, or Outlook. Sales information syncs in real time with Salesforce, HubSpot, Pipedrive, and other CRMs. The assistant can send personalized follow-ups through chat, email, or SMS based on user behavior and engagement. When a lead qualifies, sales staff receive a handoff with chat history, lead score, and next-best actions. Advertised integrations also include Slack, Microsoft Teams, Zendesk, Shopify, WhatsApp, Trello, Google Calendar, and Outlook Calendar. WorkBot says most integrations can be configured in under 30 minutes using prebuilt connectors and a no-code dashboard. The Free plan lists 500,000 tokens, five customizable AI agents, five human representatives per agent, 50 knowledge-base URLs, and one AI voice test call. The Pro plan is listed at $100/mo; its billing note says $1,080/year.
Good
- Scores leads using budget, authority, need, and timeline.
- Books demos through Calendly, Google Calendar, or Outlook.
- Syncs sales data with major CRMs in real time.
- Hands qualified leads to staff with context and next steps.
- Free plan includes five customizable AI agents.
Watch out
- Free plan lists 500,000 tokens.
- Pro is listed at $100/mo with a $1,080/year billing note.
- Enterprise pricing is custom.
Who it suits
WorkBot positions SalesFlow for SaaS, complex B2B funnels, eCommerce, and outbound sales processes. It suits teams looking to automate lead qualification, demo scheduling, follow-ups, and qualified-lead handoffs.
Verdict
WorkBot SalesFlow combines lead scoring, demo booking, CRM sync, and follow-up with a handoff to sales staff. The Free plan has stated token and agent allowances, while Enterprise lists custom pricing and an on-premises option.
Plans and prices
From WorkBot SalesFlow Assistant's own pricing page, checked 1 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Pro Plan | $10,090 a month | 1,000,000 tokens · 10 AI agents · unlimited knowledge-base URLs · dedicated phone number +$20/month · Billed $1,080/year Save 10% |
| Enterprise | Priced on request | Custom token allocation · unlimited AI agents · custom model training · 24/7 dedicated support · SLA guarantees · custom integrations · on-premises option |
| Free Plan | — | 500,000 tokens · 5 customizable AI agents · 5 human representatives per agent · 50 knowledge-base URLs · 1 AI voice test call |
The facts
Each one read from WorkBot SalesFlow Assistant's own pages, with the date it was checked.
What it does
- Audience
- The sales solution is positioned for SaaS, complex B2B funnels, eCommerce and outbound sales processes.checked 1 Oct 2026
- CRM sync
- WorkBot synchronizes sales data with Salesforce, HubSpot, Pipedrive and other CRMs in real time.checked 1 Oct 2026
- Demo booking
- WorkBot can book demos through Calendly, Google Calendar or Outlook.checked 1 Oct 2026
- Deployment
- Enterprise pricing includes an on-premises deployment option and custom security requirements.checked 1 Oct 2026
- Follow-ups
- It sends personalized follow-ups through chat, email or SMS based on user behavior and engagement.checked 1 Oct 2026
- Integrations
- WorkBot advertises integrations with Slack, Microsoft Teams, Zendesk, Shopify, WhatsApp, Trello, Google Calendar and Outlook Calendar.checked 1 Oct 2026
- Integration setup
- The maker says most integrations can be configured in under 30 minutes using prebuilt connectors and a no-code dashboard.checked 1 Oct 2026
- Lead scoring
- The sales chatbot scores leads in real time using BANT criteria: budget, authority, need and timeline.checked 1 Oct 2026
- Sales assistant
- WorkBot SalesFlow Assistant qualifies leads, schedules demos and follows up without human intervention.checked 1 Oct 2026
- Security
- WorkBot is described as GDPR-ready and compliant with SOC 2 and ISO 27001, with end-to-end encryption.checked 1 Oct 2026
- Support tiers
- Free includes community support, Pro includes email support with a 24-hour response time, and Enterprise includes 24/7 dedicated support.checked 1 Oct 2026
- Warm handoff
- Qualified leads are handed to sales staff with chat history, lead score and next-best actions.checked 1 Oct 2026
The company
- Headquarters
- Campbell, California, United Stateschecked 28 Sep 2026
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