A second rep that answers, drafts and follows up — and waits for you
Every customer text, call and email lands on the job it belongs to, and the virtual rep reads it the moment it arrives. It works out what the customer is actually asking for — a question about the quote, a new appointment, an install date, “we're ready to go ahead” — and drafts the right reply for you, using what is really on the job: the price you quoted, the open install dates, the paperwork that is still missing. When the answer is an action rather than a message, it lines the action up too, so you are one tap from done.
Praxis Virtual Sales Rep handles phone calls, job actions, price changes, scope changes, rehashes and cancel saves. It is trained on the company’s own proven sales system, it gets sharper the more reps use it, and it acts only when the rep approves.
The business line and inbox are part of Praxis Virtual Sales Rep. Every rep gets their own business number, and every text, call, email and office note lands in one thread per customer. Quiet hours, Do Not Disturb, the opt-out line and carrier registration are applied to every send, so the drafts and the delivery live in one tool (the business line & inbox, one business line).
Quiet customers get their next touch drafted at the right moment — a financing nudge, a seasonal reminder, a “your price is still held”. The post-demo thank-you (the follow-up) and the runs for demos that didn't close (second chances) wait in the same approval queue. Quiet hours and do-not-disturb are yours to set. When a sold customer writes in to cancel, a save offer is drafted for you too, priced off the job's own numbers (Cancel saves).
Drafts from your own book. Tap Generate drafts & actions on the Communications page and customers you have already met — past demos, no demos and no-sales — get a short text draft in your name offering to refresh their price from the measurements on file. Every draft waits under Waiting on your approval: edit it, Approve & send, or Deny. You set the daily cap, how far back it looks and the name it signs with, and nobody is drafted twice inside 30 days. The doors around a recent install are Praxis Predictive Canvas’s job, and every approved message goes out from your business line.
The rule it never breaks: nothing reaches a customer unless you approve it. That is enforced in the app itself, not by a setting that could be switched on by accident. Messages to you are different — the virtual rep texts you directly when something needs your attention, always with the fix and whether it is one tap, automatic, or needs someone outside the app.
- 1Switch a customer to the virtual rep
- 2It reads the thread and suggests the reply
- 3Anything that needs a decision waits for your tap
- 4Drafted for you to approve — never sent on its own
- Switch a customer's conversation to Bot and the virtual rep starts drafting replies for it.
- When a customer writes in, read the suggested reply at the top of the thread.
- Tap it to load it into the composer, change anything you like, and send — or leave it.
- Follow-ups for quiet customers and past demos wait in the same approval queue.
- 1Prospects from your own book
- 2Generate drafts — nothing is sent
- 3Every draft waits for your approval
- 4Approve and send, or deny
What it does, step by step
- Every customer text, call and email lands on the job it belongs to.
- The virtual rep reads it and works out what the customer is asking for.
- It drafts the reply from what is really on the job: the price, the open dates, the missing paperwork.
- Tap the suggestion to load it, change anything, and send. Nothing reaches a customer without your approval.
- Tap Generate drafts & actions: customers you already met (past demos, no demos and no-sales) get a short text draft in your name. Each waits for Approve & send or Deny; the daily cap applies and nobody is drafted twice inside 30 days.
- Leaf Virtual Sales Rep also drafts the post-demo follow-up, rehashes, cancel saves and finish-the-house notes, and its business line delivers each one only after you approve.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Reading and answering a customer message | 5–10 min each | About 1 min to approve |
| Looking up the price or dates for a reply | About 5 min | Already in the draft |
Typically 1–3 hours a week.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- Replying with the wrong price or dateDrafts use what is on the job.Guesstimate: wrong-detail replies close to zero
- A message sent at the wrong time of dayQuiet hours and do-not-disturb are yours to set.Guesstimate: late-night sends gone
- Something sent without approvalEnforced in the app itself, not by a setting.Guesstimate: zero unapproved sends
Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.
Who it helps
- The repA second rep that drafts and waits for you.
- Office & installersCustomers answered faster.
- The customerQuick, accurate answers about their own job.
- The managerEvery reply approved by a real rep.
Feature LHM-F-49 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy