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The CRM AI Team: Qualifier, Setter and Seller

Updated 2026-07-28

In two lines: the AI Team gives your CRM AI sales employees that work leads like one more rep — they chat, capture data and move the deal forward. There are three operative positions: Qualifier, Setter and Seller — you can hire several of each, each with its own configuration.

What is the AI Team?

The operative positions (Qualifier, Setter, Seller) are real team members: they own prospects and deals, converse over the company's channels, and hand off to a human at the right moment. They're different from the analytical positions (scoring and coaching), which observe and recommend — those are covered in AI scoring and coaching for your funnel.

How do I add a position?

  • Go to CRM > Settings > AI Team and press Add AI position.
  • Choose Qualifier, Setter or Seller. Operative positions are multi-instance: you can create as many as you need (e.g., one Seller per line of business).
  • Configure it: the person in charge (who receives handoffs), the fields to capture, the qualification criteria, channels, and working hours.

The Qualifier

The Qualifier converses with your leads, answers their questions, captures the data you need and evaluates whether they qualify. When a lead is ready, it hands them off to your team with an actionable summary — it never books meetings. Its "post-handoff mission" tells it (and the lead) what happens next.

The Setter

The Setter does everything the Qualifier does and also books the meeting: it proposes concrete time slots from the calendar of the person you designate and confirms the booking, with automatic reminders. Ideal when your sales process runs on demos or discovery calls.

The Seller

The Seller sells over WhatsApp only, from your product catalog. In its Catalog section you choose the selling mode:

  • Orders & quotes: it builds the order conversationally and, when the customer confirms, saves it as the deal's quote and hands it to your team. Under this mode you pick a Product source: Manual products (the list you curate in the CRM) or a Synced catalog (your store's feed — WooCommerce, Shopify and the rest). Perfect for distributors, manufacturers, food businesses and anyone taking orders or quoting over WhatsApp. Your products are managed in Products and catalogs.
  • Ecommerce sales: it recommends products from a synced catalog (your store's feed) and sends the link to buy in your store. You pick which enabled catalogs it can sell from, with an optional category filter.
For Ecommerce mode you need at least one synced catalog with Enabled for Sellers turned on — you connect it in CRM > Settings > Products (see Products and catalogs).
Pairing Orders & quotes with a Synced catalog is ideal for consultative B2B selling: the Seller captures the products and quantities the customer wants, leaves a quote on the deal, and hands it to a person who confirms the final price (for example, volume pricing). Whether it quotes prices or only takes product and quantity is a switch, not a prompt: in Orders & quotes turn Mention prices off and the Seller builds the order with product and quantity but never states amounts or totals — your team confirms the price when quoting.
The Seller never invents prices, stock or products: everything it offers comes from your catalog. If the customer asks for discounts or special terms, it hands the conversation to a human.
Even with Mention prices on, there's a safety net for mixed currencies: if a product is priced in a different currency than the quote, the Seller won't state that price — it leaves it for a person to confirm, so no one gets quoted the wrong amount. You set each product's currency in Products and catalogs.
When it recommends a specific product, the Seller sends it as a card: the product's photo with the name, price and link. If the product has no image, it sends the same info as text.

How they hand off to your team

Every position has a person in charge: when the AI escalates (the lead asks for a human, wants to negotiate, or the goal is reached), that person receives the deal with a summary they can act on in seconds — who the lead is, what they need, every captured field, and (for the Seller) the confirmed order.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.