Don't expect an AI agent to invent a successful sales process. First, have your human team identify and document what works—effective emails, scripts, and objection handling. Then, train the AI on this proven playbook to execute it flawlessly and at scale. The AI is a scaling tool, not a strategist from day one.

The common fear of AI eliminating jobs is misguided. In practice, AI automates specific, often administrative, tasks within a role. This allows human workers to offload minutiae and focus on uniquely human skills like relationship building and strategic thinking, ultimately increasing their leverage and value.

Instead of fully automating conversations and risking sounding robotic, use AI to provide real-time suggestions and prompts to a human sales rep. This scales expertise and consistency without sacrificing the human touch needed to close deals.

Beyond booking meetings for high-value deals, AI agents can be empowered to handle the full sales cycle for lower-priced products. They can answer questions, provide discount codes, and conduct follow-up, creating a significant, automated revenue stream with no human sales involvement.

Companies aren't using AI to cut staff but to handle routine tasks, allowing agents to manage complex, emotional issues. This transforms the agent's role from transactional support to high-value relationship management, requiring more empathy and problem-solving skills, not less.

The primary ROI of sales AI isn't just saved time, but the reallocation of that time. Evaluate and justify AI tools based on their ability to maximize Customer Facing Time (CFT), as this directly increases both the quantity and quality of customer interactions, leading to better performance.

Stop thinking of sales, marketing, and support as separate functions with separate tools. AI agents are blurring these lines. A support interaction becomes a lead gen opportunity, and a marketing email can be sent by a 'sales' tool. Prepare for a unified go-to-market operational model.

A powerful framework for the human-AI partnership: AI provides the "intellectual capacity" (data, options, research), but the salesperson must serve as the "intellectual activator." Their irreplaceable role is applying strategic judgment and critical thinking to activate the information AI provides.

The common claim that "customers prefer email" is often a self-serving story to justify a salesperson's own reluctance to engage in direct conversation. This excuse stems from the emotional ease of keeping people at a distance, a behavior that ultimately weakens crucial human connections.