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Case study · SaaS

AI Sales Assistant Platform

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An AI sales assistant platform that supports reps before and after calls with meeting prep, summaries, and follow-up drafts. Real-time workflows reduce admin work so sales teams can spend more time on active conversations.

Project type
SaaS
Best for
Teams replacing manual work
Outcome
A faster, more reliable workflow
Core stack
React, Next.js, Node.js
AI Sales Assistant Platform overview

Technology stack

  • React
  • Next.js
  • Node.js
  • WebSocket
  • OpenAI API

01 — The challenge

Client challenge

Sales reps were losing hours every week on work that happened around the meeting — not in it. Preparing context before a call, writing summaries after, drafting follow-up emails, logging notes to the CRM. None of it was the actual selling. It was overhead that compounded across every rep on the team.

02 — What I built

What I built

I built JourneyAI as a suite of AI assistants purpose-built for the sales workflow. Before a call, the platform surfaces prospect context and generates a tailored prep brief. After the call, it produces a structured summary with key takeaways. Follow-up emails are drafted automatically and ready to send with a single edit. All of this runs in real time with WebSocket connections keeping the experience live and responsive.

  • AI-powered meeting prep briefs with prospect and deal context
  • Automated post-call summaries with structured key takeaways
  • Follow-up email generation tailored to each conversation
  • Real-time capabilities via WebSocket for live assistant interactions
  • Next.js frontend with Node.js backend and OpenAI API
  • Deployed to production with active sales teams using it daily

Inside the build

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AI Sales Assistant Platform — screenshot 1 of 3

03 — The outcome

Measured outcomes

JourneyAI is live and being used in production sales workflows. Reps spend less time on administrative overhead and more time on actual conversations. The assistant suite handled the full pre-to-post meeting cycle — making it one of the more complete AI tools I've shipped for this use case.

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