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Sales AI

Build AI sales assistants that leverage CRM data and customer history.

The Problem​

Sales AI without memory:

  • Gives generic, scripted responses
  • Doesn't know customer history
  • Misses personalization opportunities
  • Can't reference past conversations

The Solution​

Memory-enabled sales AI that:

  • Knows each customer's history
  • References past purchases and interactions
  • Personalizes outreach and follow-ups
  • Learns what works for each account

Implementation​

Storing Customer Data​

import requests

MEMORY_API = "https://api.memory.tensorheart.com/v1"
API_KEY = "mem_live_..."

def sync_crm_data(account_id: str, data: dict):
    """Sync CRM data to memory."""
    memories = [
        f"Company: {data['company']}",
        f"Industry: {data['industry']}",
        f"Contact: {data['contact_name']}, {data['title']}",
        f"Deal size: ${data['deal_value']:,}",
        f"Stage: {data['stage']}"
    ]

    for memory in memories:
        requests.post(
            f"{MEMORY_API}/memories",
            headers={"Authorization": f"Bearer {API_KEY}"},
            json={
                "text": memory,
                "space_id": f"account_{account_id}",
                "metadata": {"source": "crm"}
            }
        )

Personalized Outreach​

from openai import OpenAI

openai = OpenAI()

def generate_outreach(account_id: str, purpose: str) -> str:
    """Generate personalized sales outreach."""
    # Get account context
    response = requests.post(
        f"{MEMORY_API}/query",
        headers={"Authorization": f"Bearer {API_KEY}"},
        json={
            "context": purpose,
            "space_id": f"account_{account_id}",
            "max_memories": 10
        }
    )
    memories = [m["text"] for m in response.json().get("data", {}).get("memories", [])]
    context = "\n".join(f"- {m}" for m in memories)

    response = openai.chat.completions.create(
        model="gpt-4o",
        messages=[
            {"role": "system", "content": f"Account context:\n{context}\n\nWrite personalized sales copy."},
            {"role": "user", "content": purpose}
        ]
    )
    return response.choices[0].message.content

# Example
email = generate_outreach("acme_123", "Follow up on demo request")

Example​

Input: Draft follow-up email for Acme Corp demo

Memory retrieves:
- "Company: Acme Corp, Series B startup"
- "Contact: Sarah, VP of Engineering"
- "Interested in API monitoring features"
- "Previous call: Discussed SOC2 compliance needs"

Output:
"Hi Sarah,
Great connecting last week about API monitoring. I wanted
to follow up on the SOC2 compliance question you raised..."

Next Steps​