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WorkBot SalesFlow Assistant

Campbell, California, United States

What it is

WorkBot SalesFlow Assistant is a web-based sales assistant that qualifies leads, books demonstrations, and sends follow-ups without human intervention. It scores prospects in real time using budget, authority, need, and timeline criteria. Demonstrations can be scheduled through Calendly, Google Calendar, or Outlook. Sales data synchronizes with Salesforce, HubSpot, Pipedrive, and other CRMs. Personalized follow-ups can use chat, email, or SMS according to behavior and engagement. Qualified leads can be handed to sales staff with chat history, score, and next-best actions. Advertised integrations include Slack, Microsoft Teams, Zendesk, Shopify, WhatsApp, Trello, Google Calendar, and Outlook Calendar. 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. Pro is listed at $100/mo, with a billing note of $1,080/year.

For and against

For

  • Real-time BANT lead scoring
  • Calendly, Google, and Outlook booking
  • CRM synchronization with major platforms
  • Chat, email, and SMS follow-ups
  • Qualified-lead handoff with context

Against

  • Pro is listed at $100/mo
  • Enterprise pricing is custom
  • On-premises deployment is Enterprise-only

The verdict

WorkBot SalesFlow Assistant focuses on automated qualification, scheduling, follow-up, and sales-team handoff. Its plans vary by token, agent, support, and deployment options, with Enterprise details priced custom.

Who it suits

It is positioned for SaaS, complex B2B funnels, eCommerce, and outbound sales processes. Teams seeking automated qualification, meeting booking, CRM syncing, and handoffs may fit its use case.

Plans and prices

Pro Plan

$10,090a month, billed yearly

1,000,000 tokens · 10 AI agents · unlimited knowledge-base URLs · dedicated phone number +$20/month

Enterprise

Priced on request

Custom token allocation · unlimited AI agents · custom model training · 24/7 dedicated support

Free Plan

Priced on request

500,000 tokens · 5 customizable AI agents · 5 human representatives per agent · 50 knowledge-base URLs

Every plan, in full

On the record

Audience
The sales solution is positioned for SaaS, complex B2B funnels, eCommerce and outbound sales processes.workhub.ai · read 1 Oct 2026
CRM sync
WorkBot synchronizes sales data with Salesforce, HubSpot, Pipedrive and other CRMs in real time.workhub.ai · read 1 Oct 2026
Demo booking
WorkBot can book demos through Calendly, Google Calendar or Outlook.workhub.ai · read 1 Oct 2026
Deployment
Enterprise pricing includes an on-premises deployment option and custom security requirements.workhub.ai · read 1 Oct 2026
Follow-ups
It sends personalized follow-ups through chat, email or SMS based on user behavior and engagement.workhub.ai · read 1 Oct 2026
Integrations
WorkBot advertises integrations with Slack, Microsoft Teams, Zendesk, Shopify, WhatsApp, Trello, Google Calendar and Outlook Calendar.workhub.ai · read 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.workhub.ai · read 1 Oct 2026
Lead scoring
The sales chatbot scores leads in real time using BANT criteria: budget, authority, need and timeline.workhub.ai · read 1 Oct 2026
Sales assistant
WorkBot SalesFlow Assistant qualifies leads, schedules demos and follows up without human intervention.workhub.ai · read 1 Oct 2026
Security
WorkBot is described as GDPR-ready and compliant with SOC 2 and ISO 27001, with end-to-end encryption.workhub.ai · read 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.workhub.ai · read 1 Oct 2026
Warm handoff
Qualified leads are handed to sales staff with chat history, lead score and next-best actions.workhub.ai · read 1 Oct 2026

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