Skip to content

Teamleader: towards an AI agent that lays the groundwork for your quotes and projects

Teamleader is one of the tools we want to connect to Alyas, though this has neither been done nor dated. The text below separates what is planned from what already works.

Available soon. The Teamleader integration cannot be used yet: what follows describes the intended use, with no date promised, and then what you can already do with Alyas.

Why connect Teamleader to your agent

Teamleader is management software that brings together contact tracking, quote writing and project management. It is aimed at service businesses that want to keep the first contact and the work that follows in one place.

A quote almost always starts with an exchange: a call to describe the need, a message asking for details. The more cleanly that exchange is recorded, the faster the quote gets started; this is where an agent can be of service.

What the agent will do with Teamleader

Available soon

  • Once the connection is released, the agent will be able to draw on your Teamleader to know whether the person is already followed by you.
  • The content of the exchange, the need described and the contact details will be able to feed your team's preparation of a quote or a project.
  • Which elements will flow, in which direction and under what condition: all of that will be detailed at opening, not before.

What already works today

  • The chat on your website gets a widget in your colours, with the agent's name and the welcome message of your choice, limited to the domains you authorise and testable before going live.
  • A visitor who describes their project and leaves an email address or phone number becomes a line on the Leads page, which you also receive by email.
  • If the agent cannot answer, or the person asks for a human, the conversation is marked “to take over” and you are warned by email.
  • Scoping appointments are set in Google Calendar or Cal.com, once one of the two is connected.

Get notified when Teamleader is released

Leave your address and we will write to you once, on the day the integration opens.

Frequently asked questions

Can Alyas already create a quote in Teamleader?

No, and the integration is not yet in service. Alyas also takes neither payments nor orders.

How does my team get the requests in the meantime?

Through the Leads page, the notification email and the CSV export, which you can enter by hand into your software.

Will the agent be able to read my current projects?

That is a possibility, not a commitment: the scope of the connection is not fixed.

Can I try the agent before installing it on my website?

Yes, the chat can be tested before going live, which lets you judge its replies without exposing your visitors.

Does your phone ring while you're busy working?

Try an Alyas chat agent free for 10 days, no card required. The voice agent is included from Pro.