Sales & Marketing AI Assistant
A sales assistant grounded in your product information, pricing and sales process documents.
TL;DR
KobiGPT gives sales & marketing teams a document-grounded AI assistant that answers from company files within the sources they authorise. Setup scope depends on the selected documents, permissions and enabled connections for revenue.
Quick facts
- Deployment
- Confirm the delivery scope in the proposal and contract
- Data source
- Uploaded documents scoped per assistant
- Model
- Gemini with retrieval-augmented generation (RAG)
- Marketing locales
- Turkish, English, German, Spanish and French content
Why teams choose KobiGPT
- Reduce repetitive sales & marketing questions with cited answers from internal docs.
- Multi-tenant isolation keeps each company’s vectors and metadata separate.
- Role-based access aligns assistants with admin, manager, and viewer permissions.
- Kobi Kredi metering makes AI usage predictable for finance teams.
Product facts
- Ücretsiz plan
- 100 doküman · 2 departman · 120 Kobi/ay(PLAN_CONFIG)
- Starter
- 1000 doküman · 5 departman · 1000 Kobi/ay(PLAN_CONFIG)
- Pro
- 12500 doküman · 25 departman · 12500 Kobi/ay(PLAN_CONFIG)
- Salesforce
- ready(salesforce)
- HubSpot CRM
- ready(hubspot)
- Apollo.io
- ready(apollo)
- NextMind CRM
- self_hosted(nextmind_mcp)
What the sales assistant answers
The Sales & Marketing template is built so field teams reach product truth quickly. Product specifications, price lists, discount policy, competitor comparisons and objection-handling notes form its source material.
Source citation matters most on answers containing numbers: when the assistant quotes a price or a capacity it lists the document it came from, which lowers the risk of wrong information reaching a customer.
CRM connectors
Alongside document knowledge, the sales assistant can use data from enabled CRM connections. Confirm the delivery model, permissions and current scope in the central integration catalog.
With these connected, questions like “what open opportunities does this account have” or “which products closed last quarter” are answered from the live CRM record rather than a document.
Limits
The assistant does not negotiate and cannot grant discount authority. If your discount policy is documented, the assistant relays the policy; the decision to depart from it belongs to a sales manager.
In competitor comparisons the assistant uses only what you documented. Stale claims about competitor products stay stale until your file is updated.
FAQ
Can Sales & Marketing use KobiGPT without IT building custom models?
Yes. Templates include system prompts and onboarding flows; you upload documents and invite users.
Is customer data used to train public models?
No. Retrieval uses your indexed documents in isolated collections per company.
Does it replace our ERP or CRM?
No. It complements existing tools by answering questions about your uploaded knowledge base.
Can we limit which documents the assistant sees?
Yes. Folder and assistant scoping controls which files are embedded and searchable.
Which CRM systems can be connected?
Only CRM connections enabled for your organisation can be used. Confirm current scope, permissions and delivery model in the integration catalog.
Will the assistant show the price list to a customer?
Only what you connect. Keeping the internal price list outside the assistant’s scope makes customer-facing use safe.
Does everyone on the sales team get the same answer?
Users with access to the same documents answer from the same sources, which is the point — it raises consistency across the team.
Comparison
| Feature | KobiGPT | Alternative |
|---|---|---|
| Assistant templates | Built-in | Generic chat |
| Source citations | From your docs | Often none |
| Data processing | Review in the DPA | Varies |