Help Center

How to Use AI Assistant?

Accelerate your sales process using the AI-powered assistant.

Working with AI Assistant

Orca SaaS's AI assistant offers powerful features to automate and optimize your sales process.

Lead Scoring

AI assistant automatically scores your potential customers:

  • Historical behavior analysis
  • Interaction history
  • Demographic information
  • Company information

Smart Recommendation System

Suggests the most appropriate actions:

  • Best communication time
  • Recommended communication channel
  • Personalized message drafts
  • Cross-sell/up-sell opportunities

Automatic Email Generation

AI creates custom emails for your customers:

  1. Analyzes customer and situation
  2. Determines tone and style
  3. Generates personalized content
  4. Suggests optimal timing

Predictive Analytics

Predict future sales performance:

  • Deal closing probabilities
  • Revenue projections
  • Risk analysis
  • Opportunity prioritization

Chat Assistant

Chat with AI in natural language:

  • 'Which customers should I meet today?'
  • 'How was my sales performance last month?'
  • 'What are my most valuable opportunities?'

Settings and Customization

Configure AI assistant to your needs:

  • Enable/disable automatic suggestions
  • Adjust notification frequency
  • Define custom rules
  • Update learning model

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