Services · Mobile app development · AI sales assistant apps

AI sales assistants built for national UK sales teams and UK marketing law.

Codeeo delivers AI sales assistant development UK businesses can roll out across every region they sell in. We build assistants that answer buyers from your own product data, qualify and route leads to the right branch or territory, book appointments, take deposits where appropriate and keep each record in your CRM. Every assistant is designed around UK GDPR and the Privacy and Electronic Communications Regulations, so speed never comes at the cost of a complaint to the ICO.

A national rollout raises questions a single-site project never meets: different branches and stock in each region, buyers in Scotland, Wales and Northern Ireland, and head office needing one view of performance. We plan for those from the first conversation, and we design the pilot so that what it teaches can be copied to every other region without starting again.

Built for
Multi-branch sellers, franchise networks, national B2B suppliers and subscription businesses operating across the UK.
Typical timeline
The rollout order and timing are agreed region by region after discovery, starting with a pilot area you choose.
What you own
All code, prompts, regional knowledge bases, consent records and conversation data stay in your organisation's own accounts.
Rated
4.7 / 5 from 23 Google reviews

200+ companies servedFrom a first store to an ADX listed developer

Modon
Majid Al Futtaim
HP
Belkin
Dulsco Group
OneClickDrive
Hanayen
HMS
Clocksprings
Ghezlan

Capabilities

What a nationwide sales assistant has to do well.

Selling across the UK means one brand promise but many local realities. A builders' merchant in Aberdeen holds different stock from its Bristol branch, a franchise in Cardiff sets its own appointment times, and a national software supplier assigns accounts by region and sector. The assistant has to know which version of the truth applies to each buyer before it says anything.

Custom AI sales assistant development UK companies need therefore begins with structure: territories, branches, product availability and the rules for who owns each lead. On top of that we add the conversational layer buyers actually see. The capabilities below are the ones national clients most often combine. Few need all ten at once; the pilot normally proves three or four, and the rest are added region by region.

Explain your project
  • Postcode and territory routing

    The assistant reads the buyer's postcode or company address and applies your territory map, sending each lead to the right branch, franchisee or regional rep. When territories change, sales operations update the map in the admin panel and routing follows immediately, with no code release needed.

    Leads reach the person responsible for that area every time.

  • Branch-aware answers

    Opening hours, local stock, delivery zones and services differ by location. The assistant answers using the data for the buyer's nearest or chosen branch, and says so, so a customer in Belfast is never told about a showroom offer that only runs in Leeds.

    Customers get answers that are true where they live.

  • Consent and suppression register

    A central record shows, for every contact, whether they are an individual or a corporate subscriber, the lawful basis for marketing, their opt-outs and any TPS or CTPS registration. The assistant checks this register before it suggests any email, text or call.

    Marketing decisions are made against one auditable record.

  • Inbound voice assistant

    For national sales lines, a voice assistant answers calls, understands the reason for calling, captures details and either books an appointment or transfers to the right team with a summary on screen. It handles inbound calls only; outbound automated marketing calls are not part of what we build.

    Callers are helped at peak times without long queues.

  • Deposits and payment links

    Where your sales process takes a deposit or reservation fee, the assistant can send a secure payment link using card, Apple Pay, Google Pay or Open Banking pay-by-bank through your payment provider. Amounts come from your systems, never from the model.

    Committed buyers can secure an order in the same conversation.

  • CRM and ERP connection

    We connect to Salesforce, HubSpot, Dynamics 365 or your ERP so every conversation updates the right account and opportunity. For networks of franchisees, each sees only their own leads while head office sees all of them.

    One source of truth across head office and the field.

  • Welsh and community languages

    Businesses serving Wales can offer the assistant in Welsh as well as English, and national retailers can support the community languages their customers use. Approved wording is reviewed by fluent speakers before launch.

    Customers can buy in the language they are most comfortable with.

  • Manager approvals

    Requests outside standard terms, such as a bulk discount, extended credit or non-standard delivery, are packaged by the assistant and sent to the correct regional manager for a decision in a mobile app, with the buyer told when to expect an answer.

    Exceptions are decided quickly by the person with authority.

  • National and regional reporting

    Dashboards compare lead volume, response times, conversion and common objections by region, branch and channel. Head office can see which areas need more sales cover and which product questions keep going unanswered.

    Investment goes where the data shows demand.

  • Appointments across branch diaries

    Showroom visits, surveys, home consultations and demos are booked straight into the diary of the right branch or engineer, taking travel areas and bank holidays in each nation into account. Confirmations and reminders go by the channel the customer chose, and cancellations release the slot for someone else.

    Fewer no-shows and no double bookings between branches.

Who it suits

Organisations that sell in many UK places at once.

A nationwide assistant is a bigger commitment than a single website chat, and it pays off when the complexity is real. The organisations below run sales across several regions, have rules that vary by place or customer type, and lose sales when a lead lands with the wrong person. If you are choosing an AI sales assistant development company UK wide, ask how it handles territories and consent records as well as how the chat looks; those two decide whether a national rollout works. A polished chat window that sends a Glasgow lead to a Southampton branch helps nobody.

01

Multi-branch merchants and dealers

Builders' merchants, plant hire firms, kitchen and bathroom showrooms and car dealer groups run dozens of sites with local stock and local staff. The assistant gives every branch the same quality of first response, then hands the buyer to the branch that can serve them. Where a dealer group offers vehicle finance, finance questions are passed to authorised staff, because consumer credit is regulated by the FCA.

Branch data feeds are the first thing we check.

02

Franchise networks

Franchisors want consistent brand standards; franchisees want their own leads and diaries. We build one assistant with shared brand knowledge and franchise-level data separation, so each owner sees and manages their territory while the franchisor tracks national performance and spots areas where demand is not being served. Vacant territories can route to head office until a new franchisee is appointed.

Lead ownership rules are written into the franchise playbook.

03

National B2B suppliers

Wholesalers, software vendors and business service providers with regional account managers need inbound leads qualified and allocated fairly. The assistant collects company details, checks the public Companies House register, applies your sector and size rules and assigns the account, so regional reps stop arguing over who owns which enquiry. Key accounts already assigned to a named manager bypass the queue and go straight to that person.

Suits teams already using a CRM with territory fields.

04

Subscription and membership sellers

Gyms, broadband and energy resellers, insurance brokers and membership bodies sell to consumers across the country and face strict rules on how they market. The assistant explains plans from approved content, records consent properly at the point of sale and books callbacks for anything requiring advice. Regulated products stay within the limits set by the relevant regulator.

Your compliance lead signs off the answer library.

How we take a sales assistant across the UK

  1. 01National discoveryVideo call sessions with head office sales, marketing, compliance and two or three branch or regional leads, so we see how selling really differs between areas rather than how the org chart says it should.
  2. 02Data and rules modelWe map territories, branches, stock sources, consent records and approval rules into one model, and fix the gaps that would make the assistant give a wrong local answer.
  3. 03Pilot regionThe assistant launches in one region or brand first. Local teams give feedback daily, and we compare results with a similar region running without it.
  4. 04Compliance reviewBefore wider rollout, your data protection and compliance leads review consent handling, disclosures, retention and a sample of real conversations against UK GDPR and PECR.
  5. 05Phased rolloutFurther regions, Scotland, Wales and Northern Ireland are switched on in an agreed order, each with its own local data checked before launch and staff briefed by video.
  6. 06Central governanceA small governance routine owns answers, rules and model changes after launch, with clear sign-off so no region edits the assistant's behaviour on its own.

Technology

What we build this with.

Our AI sales assistant developers UK clients work with integrate CRMs, ERPs, telephony, payment providers and WhatsApp. We choose models per task and use UK or EU hosting regions where your data protection policy calls for it. The customer-facing chat is built and tested against WCAG 2.2, because the Equality Act expects reasonable adjustments for disabled customers wherever you sell.

01Mobile

  • Swift
  • Kotlin
  • Flutter
  • React Native

02Data and cloud

  • PostgreSQL
  • MySQL
  • MongoDB
  • AWS
  • Azure
  • Docker

03Marketing and tracking

  • GA4
  • Google Tag Manager
  • Search Console
  • Meta Pixel
  • Looker Studio

UK-wide questions

The pilot sets the pace for the rest of the country.

The pilot region carries most of the build effort: integrations, data model, conversation design and compliance review. Later regions mainly need their local data checked and staff briefed, so they move faster. We agree the pilot timeline after discovery and the order of later regions after the pilot results are in, which avoids committing to a national date before the assistant has proved itself. Seasonal peaks in your trade are taken into account so no region goes live in its busiest month.

Tell us what the business needs. We will tell you what to build first.

Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.

Get in touch

PROVEN RESULTS

4.7 / 5from 23 Google reviews