CRM Guides
AI Sales Assistants for Indian Businesses: Capabilities, Costs and Buying Criteria
A polished conversation is only part of the purchase. Check the customer record, human handoff and ongoing operating cost.
An AI sales assistant should help your business handle enquiries with more consistency. That might mean answering approved questions, collecting requirements or preparing a person to continue the sale. It should not be purchased on the assumption that every conversation can run unattended.
For an Indian business using WhatsApp alongside calls and Instagram, the buying decision also involves channel setup, language expectations and the team’s daily habits.
Specify the job before comparing vendors
Write down a representative enquiry and its intended outcome. For example, an adult learner asks about a course, confirms their preferred format and requests counselling. The required outcome is an accurate record and a suitable next step, not simply a long AI conversation.
Separate essential requirements from desirable additions. This makes it easier to compare a narrow assistant with a broader CRM workspace.
Use a five-part buying checklist
- Knowledge: can the assistant answer from approved material and recognise missing information?
- Qualification: can it collect relevant details without repeating answered questions?
- Language: does it follow the language and tone your customers expect?
- Handoff: can the salesperson understand the requirement and open question?
- Operations: can the team inspect unsuccessful actions and maintain the configuration?
Test corrections, short replies and interruptions. A vendor demonstration should distinguish behavior already supported from custom work or a planned feature.
Compare the full cost
Ask about the subscription period, included users, additional seats, AI usage, messaging charges, setup, knowledge preparation and ongoing support. A credit allowance is not a useful estimate until the vendor explains how your typical conversation consumes it.
SHVYA’s public plans currently include 5,000 AI Coins across the listed packages, with different capabilities and implementation support. That does not establish a fixed number of conversations. Confirm the applicable consumption and commercial terms.
Know when a person is necessary
Negotiation, unusual requirements and commitments outside approved rules need clear ownership. A buyer who asks to speak with someone should not have to complete an irrelevant questionnaire first.
Use the handoff checklist and our AI versus menu-based bot guide to shape your evaluation.
Check the work after the reply
Inspect the saved attributes, stage and next action. If the assistant says it recorded a corrected date, verify the date in the record. If it says a person will call, verify that the process actually creates an owned action.
These checks are proposed acceptance criteria, not a claim that every vendor or configuration passes them.
Evaluate SHVYA with your own scenario
Review the feature guide, then book an AI sales assistant discussion. Bring approved product information and a redacted enquiry so the demonstration can address your actual buying criteria.
