AI Sales Assistant: 15 Everyday Requests and How to Choose One

Call Prep Requests: Walk In Ready

Call prep is where an AI sales assistant pays for itself fastest. Five minutes of good prep beats thirty minutes of tabs you never read.

4. Prep me for a discovery call with [Maya Chen], [COO] at
   [Halden Freight]: three priorities, five questions, two risks.

5. Write a cold call script for [Kestrel's website]: opener, reason
   for calling, two discovery questions and replies to
   "we already have a vendor".

6. What objections should I expect from [Brightline Health],
   and how should I answer each one?

Turn the output into a one-page plan. Our call prep template shows what belongs on it, and our list of discovery call questions helps you sharpen what the assistant suggests.

Drafting Requests: Emails, Notes and Scripts

Drafting requests work best when you give one instruction about the angle and one about the tone. "Write an email" gets a generic email; "write an email about their new Dallas hub, direct, no hype" gets a usable one.

7. Write a cold email to [Sam Ortiz] at [Orbit Analytics]
   about [their new data team], three angles, direct tone.

8. Write a LinkedIn connection note for [Priya Nair] that
   references [her post on onboarding], short enough for
   a connection request.

9. Rewrite this email to be shorter and less salesy: [paste].

10. Write a voicemail for [Lumen Payroll] that ties back
    to the email I sent on [Tuesday].

Edit before you send. Read every draft out loud once and cut anything you wouldn't say on the phone. Our sales prompts library has more drafting requests with placeholders.

Follow-Up and Collateral Requests

Follow-up and collateral are where deals stall, because they take time nobody has after back-to-back calls. They're also where an assistant can produce the most visible work.

11. Draft a recap email from my call notes: [paste notes].
    Include next steps and the date we agreed.

12. Build a one-pager for [Acme] that ties our product to
    [their expansion into Canada].

13. Make a short pitch deck for [Kestrel Logistics] using
    our [carrier onboarding] proof point.

14. Write a follow-up for [Brightline] with a new angle;
    they didn't reply to the last two emails.

15. What have we already created for [Orbit Analytics]?

Request 15 saves more time than it looks. Before you build something new for an account a colleague touched, check what already exists.

Getting Better Answers From an AI Sales Assistant

The quality of the output tracks the quality of the request. A one-line request works when the line carries the right five things.

• The account. A website beats a company name, because it removes any doubt about which company you mean.
• The person. Name and role change the angle: a COO and a sales manager at the same company care about different things.
• The angle. One sentence on what you want to lead with, such as a recent launch or a known pain.
• The format. Cold email, call script, recap, one-pager or deck. Say which, and how many variants.
• The tone. "Direct, no hype" or "warm and brief" saves an editing round.

Name what's wrong before you retry. If a draft misses, pin down exactly why ("too long", "wrong product line", "too formal") and either fix it by hand or put that instruction in your next request. Vague retries get vague drafts.

How to Choose an AI Sales Assistant

Choose an AI sales assistant by testing it on your own accounts, not by comparing feature lists. Run the 15 requests above on three accounts you know well and judge the results.

• It knows your product. Output should use your real positioning, proof points and brand, without you pasting them in each time.
• It researches for real. Facts about the prospect should be correct, current and sourced.
• It handles vague requests. "Make something for Acme" should get a clarifying question, not an error or a guess.
• It returns usable formats. Scripts, emails with subject lines, and collateral you can share, not just paragraphs of chat.
• It leaves you in control. You decide what's sent, and output moves easily into your inbox, sequencer or CRM.

General chatbots are a fine starting point. If you're deciding whether you need a sales-specific tool at all, our guide to ChatGPT for sales covers where general tools stop.

Try it with one line. The Edithly Home box takes a prospect's site and a request such as "call script and a one-pager" and returns result cards built from your playbook and the prospect's own site, ready to copy or share by link. Our blog post on the Edithly sales assistant shows more examples.