21h • General discussion
Sales ops agent for Discord
Hey beautiful people of AI for Life :)
Working with a coaching client who has a small team of closers. After every call they drop the result into Discord: who closed, what offer, PIF or payment plan, dates. Then someone sits down and manually transfers all of that into spreadsheets, calculates commissions, tracks when payment plans end. A few hours every month.
Building an agent that reads those Discord messages, parses them, fills the trackers automatically, runs the calculations, and sends alerts before a payment plan ends. Conversational too, so they can ask things like "how's the month going" or "what do I owe this closer."
Anyone here dealt with this kind of ops overhead in a coaching business, or built something to handle it? I don't trust much my Claude when suggesting the tech stack 😆 Any suggestion from you? And how would I price something like this in your opinion? 🙏🏻
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Sales ops agent for Discord
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