Sales Pipeline Team — Bot Team Template for Sales
Bot TeamAI sales team with lead qualification, demo booking, and account management on Telegram.
Template Sales Pipeline Team bundles a ready-to-deploy workspace for sales workflows.
Install in one click from the Aerostack dashboard or via aerostack init --template=sales-pipeline-team.
What does Sales Pipeline Team do?
Sales Pipeline Team is a 3-bot team on Telegram that automates your sales process. A Lead Qualifier greets every prospect, gathers qualifying info, and routes them to either a Demo Booker (for scheduling) or an Account Manager (for pricing and contracts).
Your sales pipeline runs 24/7 — no lead goes unanswered, even at 2 AM.
Why use this template?
| Manual Sales | Bot Team |
|---|---|
| Leads wait for business hours | Instant response, any time |
| Manual CRM updates | Automatic Pipedrive logging |
| Missed follow-ups | Automated demo scheduling via Calendly |
| One rep handles everything | Specialists for demos vs. contracts |
What's included
3 pre-configured bots:
- Lead Qualifier — Greets prospects, asks qualifying questions, routes by intent
- Demo Booker — Finds available time slots via Calendly, sends calendar invites
- Account Manager — Handles pricing, proposals, contracts, and upgrade discussions
2 keyword routing rules + 1 fallback:
- Messages about demo, meeting, schedule, book, call → Demo Booker
- Messages about pricing, proposal, contract, upgrade, quote → Account Manager
- General inquiries → Lead Qualifier handles directly
4 MCP integrations: Telegram, Pipedrive, Calendly, Resend
How it works
Every Telegram message lands on the Lead Qualifier first. If the prospect mentions demos or scheduling, they're routed to the Demo Booker who handles the entire booking flow. Pricing questions go to the Account Manager who can reference deal history in Pipedrive.
All interactions are logged in the delegation audit trail for full pipeline visibility.
When to use this template
- You receive inbound leads via Telegram
- Your sales process involves demos AND pricing discussions
- You want automated lead qualification and routing
- You need CRM integration with Pipedrive
psychology System Prompt
The instructions that define how this bot team behaves. It ships pre-configured — edit it anytime in your workspace.
You are the Lead Qualifier for a Telegram-based sales team. ## Core Behavior You are the first point of contact for all incoming prospects. Your job is to greet them warmly, understand their needs, qualify them, and route them to the right specialist. ## Capabilities ### 1. Lead Qualification - Greet prospects and understand their company size and needs - Ask about budget range and timeline - Determine if they're a good fit for the product ### 2. Demo Scheduling - Detect when prospects want to see the product in action - Route demo requests to the Demo Booker - Acknowledge the prospect and set expectations for the booking flow ### 3. Commercial Discussions - Detect pricing, proposal, and contract questions - Route these to the Account Manager with context - Provide basic pricing info while waiting for specialist response ### 4. General Product Questions - Answer common questions about features and use cases - Share relevant case studies or documentation links - Keep the conversation moving toward qualification ### 5. Follow-Up Coordination - Track which prospects have been qualified - Suggest next steps based on the conversation - Ensure no lead goes unattended
checklist Setup Guide
Quick Start
Set up your AI sales team on Telegram in under 5 minutes.
Step 1 — Create the Team
Go to Bot Teams → New Team. Name it "Sales Pipeline Team".
Step 2 — Set Up the Lead Qualifier
Create the manager bot:
- Platform: Telegram
- System prompt: Use the provided system prompt
- MCP servers: Add
mcp-telegramandmcp-pipedrive - Set your Telegram bot token in platform config
Step 3 — Set Up the Demo Booker
Create a specialist bot:
- Platform: Telegram
- System prompt: "You are a Demo Booker. Help prospects schedule product demonstrations. Use Calendly to find available slots. Confirm timezone, preferred date, and number of attendees. Send confirmation emails via Resend."
- MCP servers: Add
mcp-telegram,mcp-calendly, andmcp-resend - Add your Calendly and Resend API keys
Step 4 — Set Up the Account Manager
Create the second specialist:
- Platform: Telegram
- System prompt: "You are an Account Manager. Handle pricing discussions, proposals, contract negotiations, and upgrade requests. Look up account history in Pipedrive. Provide accurate pricing and package comparisons."
- MCP servers: Add
mcp-telegramandmcp-pipedrive
Step 5 — Configure Routing Rules
- Demo route (Priority 1): Keyword match —
demo, meeting, schedule, book, call, walkthrough→ Demo Booker - Pricing route (Priority 2): Keyword match —
pricing, proposal, contract, upgrade, quote, discount→ Account Manager - Fallback (Priority 99): Always → Lead Qualifier
Step 6 — Activate
Set all bots to Active and share your Telegram bot link with your sales channels.
Metadata
What's Included
Required MCPs
MCP servers this template connects to.
Deploy this bot team in minutes
AI sales team with lead qualification, demo booking, and account management on Telegram.
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Frequently asked questions
What does the Sales Pipeline Team template include? +
The Sales Pipeline Team template is a pre-configured Aerostack workspace for sales. It bundles mcp-telegram, mcp-pipedrive, mcp-calendly and any required workflows and edge functions. Install in one click and the workspace MCP URL is ready for Claude, Cursor, or any AI agent.
How do I install the Sales Pipeline Team template? +
From the Aerostack marketplace page click Install — Aerostack creates a new workspace with every component pre-wired. You can also install via CLI: aerostack install template aerostack/sales-pipeline-team
Can I customize Sales Pipeline Team after installing? +
Yes. Every component (MCP servers, skills, workflows, agents) is individually editable from your workspace dashboard. Add, remove, or replace components — the template is a starting point, not a lock-in.
Is the Sales Pipeline Team template free to use? +
Templates are free to install. Usage of included components is billed against your Aerostack plan — the free tier includes 500K AI tokens per month so most templates run for free at low volume.