How SalesBuddy AI Works
From upload to answers in minutes. Here's how it works.
01
Upload Your Documents
Upload your product catalogs, price lists, spec sheets, and competitive battlecards. We support PDF, Excel, Word, and more.
- Drag and drop or bulk upload
- AI extracts and indexes content
- Usually ready in minutes
02
AI Learns Your Products
Our AI reads and understands your entire product knowledge base, creating a searchable brain for your sales team.
- Understands technical specs
- Learns pricing and configurations
- Connects related information
03
Your Team Asks Questions
Sales reps ask questions in natural language—just like texting a colleague. They get instant, accurate answers.
- Works on mobile and desktop
- Voice input supported
- Answers in seconds
04
Connect Your CRM (Optional)
Link your Salesforce or CRM to unlock pipeline intelligence, voice updates, and account 360 views.
- Daily pipeline briefings
- Update CRM by voice
- Never miss a follow-up
Typical Timeline
5 min
To upload documents
15 min
For AI to learn
Day 1
Team gets answers
Ready to See It in Action?
Try our instant demo with sample data, or upload your own documents.
Or request a guided pilot →