Course · AI for Sales & Customer Service

AI Training for Sales Teams (AI for Sales & Customer Service)

These teams see results from AI fastest, and customers see their mistakes straight away. This course practises drafting proposals, follow-up emails and customer replies from the company's real knowledge base, under the rule “AI drafts, a person sends”.

Level
Intermediate
Length
1 day
Hours
09:00–16:00
Tools
Claude · Microsoft Copilot · ChatGPT · Gemini
Format
Onsite or online, hands-on

This course runs in-house at your organisation, taught in English or Thai, with cases and exercises rebuilt from the work of the department taking it.

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What you will be able to do

  • Draft proposals and presentation documents from company templates in minutes
  • Prepare before meeting a customer, and send the follow-up email within the hour
  • Draft answers to frequently asked questions from the company's knowledge base, not from the AI's memory
  • Summarise long cases before handing them over, and change a message's tone without changing its content
  • Build the team's library of approved answers

One-day schedule

09:00–16:00 · topics, cases and exercises can be adapted to your organisation’s work

  1. 09:00–10:30

    The sales and service work AI can change first

    • Work that shows results fast, and work where customers see mistakes straight away
    • Four principles: AI drafts, a person sends · facts from company documents · an answer library · masking customer data

    ActivityChoose three sales or service tasks to start using AI on first

  2. 10:30–10:45

    Break

  3. 10:45–12:00

    Sales: proposals, preparation and follow-up

    • Drafting proposals and presentation documents from company templates
    • Preparing before meeting a customer, from the information you have
    • Sending the follow-up email within an hour of the meeting

    ActivityDraft a proposal and a follow-up email from a sample sales case

  4. 12:00–13:00

    Lunch

  5. 13:00–14:30

    Service: answers, case handover and tone

    • Drafting answers to frequently asked questions from the company's knowledge base, not from the AI's memory
    • Summarising long cases before handing them over
    • Changing a message's tone without changing its content

    ActivityDraft a customer reply from company documents, and summarise a case before handover

  6. 14:30–14:45

    Break

  7. 14:45–16:00

    Feedback, the answer library and measuring results

    • Analysing large volumes of feedback and reviews
    • Building the team's library of approved answers
    • Measuring results: response time, and the share of messages that need editing

    ActivityStart the team's library with 10 approved answers

Frequently asked questions

Can AI reply to customers automatically?
Not at first. This course has AI draft and a person send. Once the knowledge base is stable and quality can be measured, automatic replies are the next step, at the AI agent level.

Contact

Talk to us about training your team

Send a rough brief — how many people, which functions, and what they should be able to do afterwards — and we reply with a format and a quotation. We correspond in English or Thai; quotations and documents are issued by Trainiac Co., Ltd. for your procurement process.

Email
hello@trainiac.ai
Phone
061-894-0404
LINE Official Account
@trainiac
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