Services · Mobile app development · AI sales assistants
Codeeo offers AI sales assistant development New York companies can defend to a compliance officer. Our assistants respond to inbound prospects, research accounts, answer from approved content, book meetings and archive each exchange in a form your supervisors and auditors can review. We build them for brokerages, wealth and insurance firms, B2B software companies and hospitality sales teams across the five boroughs, shaped around New York's telemarketing statute, the SHIELD Act and the sector rules your firm already follows.
New York buyers move quickly and expect precision. An assistant that replies in seconds but says something your compliance team never approved creates more work than it saves, so control comes first and speed second. Your people keep every recommendation, price and commitment.
200+ companies across the US and the UAEFrom a first store to a listed developer
What a New York assistant covers
Sales in New York often happens under someone else's rulebook. A brokerage answers to the Department of State and fair housing law, a broker-dealer to FINRA and the SEC, an insurer or lender to the Department of Financial Services, and anyone making telemarketing calls to General Business Law section 399-z. The assistant has to respect those rules while still moving quickly enough for buyers who will contact three competitors in the same lunch break. These are the building blocks we combine for New York clients. Discovery decides which ones your first release needs, and which can follow once the assistant has proven itself with your supervisors. Every capability is tested on anonymized samples of your own past enquiries first.
When a prospect from a known company writes in, the assistant pulls firmographic data from your enrichment tools, checks CRM history for existing relationships and tailors its questions. A prospect who already has an open opportunity is routed to the owning account executive instead of starting over. Nothing from enrichment is shown to the prospect; it only shapes the questions.
Enterprise prospects are treated as known accounts from the first message.
Every answer the assistant can give comes from a library your compliance or legal team has approved, with version history and an owner for each topic. Anything outside the library triggers a handoff, not an improvised reply. Topics can be switched off instantly if a rule or product changes.
Compliance reviews a library once instead of chasing individual messages.
Full transcripts, the content version used for each answer, consent events and handoffs are stored in an immutable archive or exported to your existing communications archive, so supervisors can search and sample conversations. Retention periods match your written policy, not a vendor default.
Conversations are retrievable when an examiner or client asks.
For outbound sales calls, New York requires the telemarketer to give its name, the seller, the purpose, whether the call is recorded and the option to join the seller's do-not-call list within the first thirty seconds. We script and test those disclosures in every call flow. Calls outside the permitted window are blocked by the dialer configuration itself.
Required disclosures happen on every call, not only on good days.
Requests to stop contact, made by voice, text, chat or email, are written to one internal list that every channel checks before sending. The national registry and your own suppression rules are applied in the same step. The list is exportable whenever your compliance team audits it.
One opt-out stops every channel, which is what prospects expect.
For residential and commercial brokerages, the assistant answers from listing data, collects contact details and requirements, and books showings with the listing agent, while avoiding questions and steering that fair housing law prohibits. Co-op and condo board questions are passed to the agent.
Agents receive organized showing requests, without fair housing risk from the bot.
Hotels, restaurants and event spaces handle a steady flow of private dining, corporate and wedding enquiries. The assistant checks date availability, captures headcount and budget band, and books a site tour or call with the events team. Room blocks and catering minimums are handed to a person rather than quoted.
Event leads qualified the same evening they arrive.
New York City publishes services in many languages, and sales teams serving households often need Spanish, Chinese, Russian, Bengali, Haitian Creole or Korean. The assistant handles first contact in the languages you choose and flags bilingual staff for follow-up. Each language gets its own approved answers, reviewed by a fluent colleague.
Prospects are not lost at the first message because of language.
Qualified prospects go to the right person by line of business, territory or account tier in Salesforce, HubSpot, Dynamics 365 or an industry CRM, with a summary, source and consent status attached. Ownership rules are kept in a table your sales operations team can edit.
Clean records and correct ownership from day one.
After a conversation, the assistant can send a recap and suggested next steps by email. Marketing messages carry accurate sender details, an honest subject line, your postal address and a working unsubscribe that is honored within ten business days, including for business recipients.
Follow-up that reaches the inbox without creating a regulatory problem.
Who this is for
Our team works with New York clients remotely, and discovery, design reviews and launch support all run by video call. The firms below get the most out of a sales assistant because they combine high inbound volume with real consequences when a message goes wrong. If that sounds like your business, the assistant pays off through speed and through the paper trail it leaves behind. Firms outside these groups can still fit when lead volume outruns the team.
Brokerages in Manhattan and Brooklyn field showing requests at all hours from listing portals and their own sites. The assistant handles the first exchange, books showings and keeps notes for agents, while staying inside federal, state and city fair housing rules, including New York's protection for lawful source of income. Rental and sales teams can run separate flows with different questions and approvals.
The assistant never comments on neighborhood demographics or school quality rankings.
Firms supervised by FINRA, the SEC or the Department of Financial Services need marketing communications approved, archived and reviewable. We build the assistant to book introductory calls and gather basic needs, while recommendations and product suitability stay with licensed people. Market commentary and performance figures are excluded from the library unless compliance approves them.
We work with your chief compliance officer on scope before any build.
Companies in the Flatiron District, Midtown South and downtown Brooklyn run inbound demand programs that outgrow their SDR teams. The assistant qualifies demo requests, enriches each account and books meetings so SDRs spend their time on strategic accounts and outbound work. Security questionnaires from enterprise prospects are routed to a named owner rather than answered by the bot.
Pricing pages and contract terms are quoted only as published.
Hotels, restaurant groups and venues across Manhattan compete for corporate and private events where the fastest clear reply often wins. The assistant answers availability and capacity questions from your booking system and puts a qualified lead in front of an events manager. Seasonal peaks around the holidays and graduation season are where the assistant earns its keep.
Contracts and deposits are always handled by your team.
How we work together
A fixed-scope first release suits firms proving the idea on one channel. A monthly retainer then adds channels, languages and content as compliance approves them. Larger organizations sometimes want a dedicated team embedded in their own sprints and change control. The AI sales assistant developers New York clients meet in discovery stay on the project afterwards, so the people who know your rules also maintain the assistant. Regular demos show working software, and change requests go through the same approval path your compliance team already uses.
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
Language models selected per project and grounded in your approved content through retrieval. Integrations with Salesforce, HubSpot, Dynamics 365, telephony platforms, enrichment providers and communications archives, hosted in your own cloud tenancy with access controls your security team defines. Business texting runs through registered sender numbers that carriers accept for application traffic.
01Mobile
02Data and cloud
03Marketing and tracking
Dates are set after discovery, and compliance review time is part of the plan.
An inbound chat assistant for a single line of business moves fastest. Voice calls, archive integration, multiple languages and regulated content add design and testing work, and supervisor sign-off needs its own time in the schedule. We agree a written timeline with review points after discovery and phase larger programs so one channel goes live while the next is built. Access to archive and telephony vendors is usually the longest wait, so we request it early.
Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.
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