Working Successfully With AISA: What to Expect From Your AI Sales Assistant
Why this article matters:
Think of AISA as a very smart tool—not a human
AISA is not a human salesperson, and it doesn’t have unlimited knowledge or intuition.
Instead:
- AISA is built on data, reference points, and instructions.
- It identifies patterns, adapts to scenarios, and makes decisions based on the information available.
- Like any AI, it can make mistakes, especially when information is missing or conflicting.
This doesn’t make AISA unreliable—it makes it realistic. Understanding this distinction is key to using AI successfully.
Where AISA gets its information
AISA gathers and uses information from:
- The upsheet (customer details, vehicle info, notes, comments from e-leads, status)
- The instructions and prompts it has been given
- The questions and messages coming directly from customers
Its primary goal is to:
- Respond to customers quickly and professionally
- Use available information to answer questions
- Schedule appointments and move customers forward in the sales process
Why issues can happen
Many reported “issues” are not system failures, but situations where AISA is working with imperfect inputs.
Common examples include:
If there is conflicting information (on up sheets or in prompts), AISA may become unsure and respond in caution which may not always be appropriate.
2. Missing information
If key details are not present, AISA may:
- Provide a generic response
- Make an incorrect assumption
- Attempt to fill in gaps based on patterns
We cannot control how customers phrase questions or what they ask. Customers may request information that:
- Has not been provided yet
- Changes frequently
- Requires human judgment or approval
In these cases, AISA does its best with what it has—but it won’t always be perfect.
Why expectations matter
AISA is an incredible efficiency tool, not a replacement for human oversight. When expectations are realistic:
- AISA saves time and handles routine communication
- Sales teams stay focused on high-value conversations
- Mistakes are caught early and corrected quickly
When expectations are unrealistic (expecting perfect answers in every scenario), frustration increases unnecessarily.
Your role in a successful AI partnership
AISA performs best when sales teams actively support it. Best practices include:
- Review active upsheets daily to ensure information is accurate and up to date
- Remove conflicting information
- Monitor AISA conversations and step in when needed
Think of AISA as a teammate who works 24/7—but still needs guidance and quality information to succeed.
Prompting and configuration
How AISA is prompted and instructed plays a major role in its performance. Prompts should always take into account:
- That customer questions can be vague or unexpected
- That missing information may exist
- That clarity and consistency reduce errors
Strong prompts + clean data = strong AI performance.
The bottom line
AISA is designed to make your work easier, not harder. It excels at speed, and pattern recognition—but it relies on accurate inputs and human awareness.
When you understand its strengths and limitations, AISA becomes a powerful partner that helps you:
- Respond faster
- Stay organized
- Book more appointments
- Deliver a better customer experience
A successful relationship with AI starts with understanding—and that’s exactly what sets great teams apart.