Services · Mobile app development · AI sales assistants
Codeeo handles AI sales assistant development Dallas companies can put in front of real buyers. The assistant qualifies inbound leads, answers product questions from material you have approved, books meetings straight into your reps' calendars and writes every exchange back to the CRM. We build these for dealership groups, home builders, distributors and B2B service firms across the Metroplex, with Texas and federal telemarketing rules designed in from the first sprint.
It does not replace your sales floor. It catches the late web enquiry, the Saturday text from a buyer in Frisco and the follow-up a busy rep never sent, then hands a documented lead to a person who can close it. Your reps stay in charge of every price, promise and signature.
200+ companies across the US and the UAEFrom a first store to a listed developer
What a Dallas assistant handles
Dallas sales teams cover a lot of ground. A single dealership group or builder can have buyers in Dallas County, Collin County, Denton County and Tarrant County, and those buyers arrive through web forms, Facebook lead ads, text messages, review sites and phone calls at every hour. Most of those leads cool off before anyone replies. The assistant sits on those channels, replies within the same conversation, gathers what a rep needs to know and puts the lead in front of the right person for that territory. Each feature below is optional. Discovery decides which ones belong in the first release, based on where your team currently loses the most deals. Everything is tested against your own real enquiries, with names removed, before it goes live.
The assistant asks the questions your best rep asks first: budget band, timing, location, trade-in or existing contract, decision maker. Answers are stored as fields, not buried in a transcript, so your CRM views and reports stay usable. Thresholds are yours to set, and you can change them without a developer.
Reps open a lead and already know whether it is worth a call today.
Follow-up texts go out only where the buyer opted in, with the wording, sender details and opt-out handling your counsel has approved. Every consent is stored with its source, timestamp and the exact language shown, which matters now that Texas treats marketing texts as telephone solicitation.
Follow-up that keeps working without creating a compliance file you cannot defend.
Buyers pick a slot from the rep who covers their area, whether that means a showroom on the north side, a model home in Prosper or a video call. Reminders and reschedule links cut no-shows without a coordinator chasing anyone.
Meetings land on the right calendar the first time.
Many Dallas households prefer Spanish for a large purchase. The assistant can hold the full conversation in either language, switch when the buyer does, and pass a note to a bilingual rep when one is available.
Spanish-speaking buyers get the same speed and quality of answer.
For dealers and distributors, the assistant reads live stock, trims, lead times or price lists from your system and answers only from that data. When an item is not in the feed, it says so and offers a rep instead of guessing. Pricing answers follow the same rule: published figures only, or a handoff.
Answers match what is actually on the lot or in the warehouse.
Contacts, qualification answers, consent records, meeting times and a short summary are written to Salesforce, HubSpot, Microsoft Dynamics 365 or a dealer CRM through their APIs, with duplicates matched rather than created.
One record per buyer, complete before the rep touches it.
Outbound messages respect calling-hour windows in the buyer's own time zone, Do Not Call scrubbing, internal suppression lists and STOP requests across every channel. The rules live in configuration your compliance lead can read and change.
Fewer messages sent that should never have gone out.
After hours or during a rush, a voice assistant can answer the main sales number, take the caller's details, answer approved questions and book a callback. Callers hear at the start that they are speaking with an automated assistant and can ask for a person at any point. Recordings and transcripts follow the retention period you choose.
Calls that used to ring out become booked callbacks.
Before each meeting, the assigned rep receives a short brief: what the buyer asked, which objections came up, what was promised and which questions the assistant could not answer. Reps walk in prepared instead of repeating questions the buyer already answered.
First meetings start where the conversation left off.
Sales managers see response times, qualification rates, booked meetings and handoffs by rep, source and location, plus conversations flagged for review where the assistant was unsure or the buyer complained.
Coaching and tuning based on real conversations, not anecdotes.
Who this is for
The North Texas economy is broad, so an assistant for a Plano software company looks nothing like one for a Mesquite truck dealer. These are the four situations we see most often from Dallas buyers. The common thread is a sales team with more leads than it can answer quickly, and a CRM that only tells part of the story. If your situation does not match one of these exactly, discovery is where we work out which parts apply and which do not. Smaller firms with a single location fit too, provided lead volume is high enough that slow replies are costing sales.
Groups with stores spread across the Metroplex need an assistant that knows which store holds the vehicle, which sales manager owns the lead and how the group handles trade-in questions. We connect it to the inventory feed and the dealer CRM, and route by store and brand rather than by whoever is online. Used vehicle questions follow the same rules, answered only from the current feed.
Trade-in values stay with your appraisers; the assistant only books the appraisal.
Builders with communities around Frisco, Prosper, Celina and McKinney field the same questions at every model home: lot availability, floor plans, school districts and move-in timing. The assistant answers from your approved community sheets, books tours with the onsite agent and keeps realtor-referred buyers tagged correctly. Realtor commissions and incentive terms are never quoted by the assistant; it routes those to your sales agent.
School and HOA details come only from documents you supply.
Wholesale sellers, including showroom tenants at Dallas Market Center, receive trade enquiries in bursts around market weeks. An assistant can confirm account status, collect resale certificate details for your team to verify, share line sheets and book appointments with the right account manager. Outside market weeks, the same assistant keeps reorder enquiries moving for existing accounts.
Tax-exempt status is always checked by a person, never by the assistant.
Software, telecom and professional services companies in Uptown, Las Colinas and Richardson often run outbound and inbound SDRs side by side. The assistant takes the inbound side, researches the company from your enrichment tools and books qualified meetings so SDR time goes into accounts that need a human. Meeting notes from the assistant feed straight into the account history your account executives already use.
Outbound prospecting stays with your SDRs and their own tools.
How we work together
Most clients begin with a fixed-scope first release covering one or two channels, then keep the assistant improving on a monthly retainer as new products, communities or stores come online. Larger sales organizations sometimes take a dedicated team that also maintains their CRM and reporting. As an AI sales assistant development company Dallas teams hire remotely, we run all three by video call and shared project boards. Each option comes with a written scope, named contacts on our side and regular demos of working software rather than slide updates.
A defined build with a deadline
We agree what the product has to do, write it down with a price and a date, and build exactly that. Changes are priced before they are made, not discovered on the invoice.
A product that keeps evolving
Named engineers who work your hours, join your standups and stay on the codebase. You direct the backlog; we own the quality of what ships.
Something live that needs looking after
A monthly block of hours for improvements, fixes and the small requests that otherwise wait months. Unused hours carry for a quarter.
Technology
Large language models from the major providers, chosen per project, with retrieval over your own content. Integrations with Salesforce, HubSpot, Dynamics 365, Google and Microsoft calendars, and registered texting providers. Hosting sits in your own cloud account. Texting runs through registered business sender numbers, which mobile carriers now expect for application-to-person traffic.
01Mobile
02Data and cloud
03Marketing and tracking
It depends on channels and integrations, and we fix the dates during discovery.
A web chat assistant that qualifies leads and books meetings into one CRM is the quickest start. Adding texting, inventory feeds, several stores or a second language extends the build, and so does waiting on access to dealer or builder systems. We set a written schedule after the discovery call, with review points along the way, and phase larger scopes so something useful reaches buyers early. Expect the first useful release to cover one lead source well rather than every source poorly.
Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.
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