Sales Follow-up Assistant
Keeps enquiries, quotations and promised callbacks visible so interested prospects do not become forgotten leads.
Prepares:priorities, reminders and follow-up draftsControlled Business Assistants for Growing SMEs
Kites combines automation, role-focused mobile apps and tailored workflows with your existing Tally, ERP, spreadsheets and approved business software. Routine work moves forward; your people approve important decisions.
A Useful Starting Question
Choose one delayed or repetitive job first. Kites maps the current process, shows a working prototype, confirms approvals and integrations, and expands only after the workflow is useful.
Common Names. Clear Jobs.
These assistants use the relevant Kites applications and integrations behind the scenes. Your team sees a focused experience built around the work—not a confusing list of technology.
Keeps enquiries, quotations and promised callbacks visible so interested prospects do not become forgotten leads.
Prepares:priorities, reminders and follow-up draftsOrganises receivables by age, value and commitment date, then prepares customer reminders for review.
Prepares:collection queue, ageing alerts and reminder draftsHighlights shortages, delayed supplies and unusual stock movement before they interrupt sales or production.
Prepares:exceptions, purchase needs and approval requestsHelps site, service and sales teams submit progress, attendance, photos and expenses from a simple mobile flow.
Prepares:structured updates, pending items and escalationsWatches plan versus actual, material usage and quality gates, then brings exceptions to the responsible person.
Prepares:delay alerts, quality checks and action listsConnects approved operational information with accounting review without forcing an immediate replacement of Tally.
Prepares:reconciliation items, verified entries and finance exceptionsBrings sales, cash, stock, delayed work and decisions requiring attention into one concise owner view.
Prepares:daily briefing, red flags and approval listHow Controlled Automation Works
Reads only permitted records, updates or documents.
Finds pending work, delays and exceptions.
Builds the draft, checklist, report or next action.
An authorised person reviews sensitive actions.
The outcome and approval are retained for review.
Works With Your Business
Kites first checks what should remain, what can connect and what needs improvement. A solution can combine rule-based automation, mobile capture and carefully governed AI according to the risk of each task.
See all 30 Kites product families →Business-Grade Guardrails
Prototype Before the Larger Commitment
Define the bottleneck, owner, inputs and expected result.
Validate the mobile screen, workflow, approvals and output.
Confirm feasible integrations, permissions and exception handling.
Add more roles or processes after the first one proves useful.
Bring One Recurring Business Problem
Start with a focused prototype from ₹4,999. Larger automation, mobile app and integration requirements are scoped after the workflow is understood.
Discuss My First AssistantA Kites business assistant is a controlled workflow for a defined recurring job such as sales follow-up, collections, stock monitoring, field reporting, production checks, Tally-related review or an owner briefing.
A generic chatbot mainly answers prompts. A Kites assistant is designed around an agreed business process, permitted data, scheduled or event-driven work, approval points, mobile users and a traceable outcome.
Sensitive actions can be configured to stop for an authorised person. Payments, accounting postings, outbound messages and critical record changes should follow the permissions and approval rules agreed during the prototype.
Yes, where suitable API, connector or export access exists. Kites can combine Tally or accounting data, ERP, CRM, spreadsheets, documents and role-focused mobile workflows after an integration feasibility check.
No. Kites uses rule-based automation for repeatable transaction steps and applies AI only where interpretation, summarisation or natural-language interaction adds value.
Kites defines role-based access, approval boundaries, activity history and suitable processing options for the agreed workflow. Sensitive document workloads can be designed for private infrastructure when the requirement supports it.