What changed
The SpaceXSI Sales team announced the development of Shared Bots, designed to standardize and streamline sales processes by specializing in specific roles within the sales organization. These bots are built and maintained by individuals who know each role best, ensuring that all team members benefit from up-to-date business knowledge.
What this means in practice
The Shared Bots are currently focused on three key areas: Account Intel Bot, Quote Bot, and Deal Bot. Account Intel Bot helps sales reps identify prospects, prepare for customer conversations, and keep Salesforce up to date. Quote Bot generates pricing proposals and prepares order forms using CPQ tools, while Deal Bot supports the Deal Desk team in reviewing non-standard terms and approving deals. These bots are integrated with internal systems and operate under the permissions of the users they assist, ensuring compliance and traceability.
Limitations and availability
Shared Bots are currently in use within the SpaceXSI Sales team and are not yet available to external users. They require human review for decisions that cannot be clearly defined or when preparing customer-facing communications. The bots are built with rate limits and restrictions on sensitive actions to prevent unintended changes at scale. The team plans to expand the use of Shared Bots over time, allowing them to take on more responsibilities and coordinate more effectively with one another.
