Search for AI for sales reps and you mostly get software that prospects, dials and logs calls. Flipa is a different animal. It doesn't call anyone, it doesn't write to your customers behind your back, and it doesn't plug into your CRM today. It does one job: answer the rep from your price list, lead times and terms, with the documents it checked right underneath. Keep it open while the customer's on the line and retire the “let me check and get back to you.”
The example is Cascade Heat & Air, a made-up commercial HVAC installer in Spokane, Washington, with five reps. What Flipa writes is a draft: whoever is going to say it reads it first. The app's interface is in Spanish today; answers come in the language you ask in.
Five years on the compressor and two on all other parts. There's no trip charge the first year; after that, it's billed from the service rate sheet. Heads up: the warranty requires a yearly inspection by your own service department.
Recreated from the product, in a test account from a different trade. Someone asks for a price, Flipa gives it, and when the sources unfold, there's the document. The full walkthrough is in how Flipa works.
An AI sales assistant that always has an answer is a liability in a negotiation. Click each objection, and pay attention to the last one.
The customer says
Four objections from one call with a hotel. Three have an answer in Cascade Heat & Air’s documents. One doesn’t.
What the rep types into Flipa
Added to the “Asked and didn’t know” list
He says we’re expensive. What’s included with the 10-ton rooftop unit?
Three things your price list builds into the price: startup by the manufacturer’s technician, permits and inspection, and the first annual tune-up. Also, the 10-ton unit is quoted with the economizer included, not as an add-on.
What timeline do I give him for a 12,000 sq ft warehouse?
Three weeks from signing: two for equipment delivery and one for installation. That holds for warehouses up to 15,000 sq ft. For hotels, the timeline is set after the site visit, because the work goes floor by floor so they can stay open.
He’s asking what happens if it breaks down in peak season
With a maintenance contract, a technician is on site within 24 business hours; without one, within 72. The warranty covers parts and labor: five years on the compressor and two on everything else. There’s no trip charge the first year.
Do we have financing or a payment plan?
I don’t have that. There’s nothing in your documents about financing or payment plans, and I’m not going to make up terms. I’ve logged it as “Financing” so someone can fill it in.
Added to the “Asked and didn’t know” listFinancing · 1 time
Flip each card. Two of these jobs have a page of their own: proposals and quotes and email replies.
In B2B sales, one misquoted term turns into a discount. So what Flipa does when it's unsure matters more than how nicely it writes.
Under each answer are the documents it checked. Click and read the original. If last year's price list is still floating around, you find out before you quote it to the customer.
It logs the topic, not the sentence, and counts each time it comes up again. The account admin sees what the company still has to put in writing. The same list does its job in customer support.
Flipa measures how much it knows about the company. Under 60%, every answer carries a flag that says so; under 30%, it warns that whatever it writes will be generic.
Flipa answers and drafts. Everything else stays where it was. If what you sell is construction and installation work, there are more examples in Flipa for contractors.
| In sales | Does it? | Where it stands today |
|---|---|---|
| Answer from your price list and terms | Yes | With the sources under the answer |
| Draft emails and proposals | Yes, as drafts | You copy them, check them and send them yourself |
| Keep track of customers and deals | No | It's not a CRM. Keep using yours |
| Look things up in your CRM | Not yet | HubSpot is on the list as “coming soon” |
| Send emails | No | It has no access to your inbox |
| Make calls or listen in on them | No | It doesn't work with audio. It's a chat open on the side |
By having it answer only from your own material. Flipa searches the company's documents before it states anything, and it's instructed not to fill gaps with general knowledge. If the fact isn't there, it says so. And since it shows its sources, the rep can check on the spot. Even so, it's a draft that someone reads before using it.
It depends on the job. For prospecting, dialing or call notes, look at tools built for that; Flipa isn't one of them. If the trouble is reps hunting for the exact term while a customer waits, that's the job it does: the answer from your documents, with the source to back it up.
No. It doesn't store contacts, deals or the stage of each sale, and today it doesn't look anything up in a CRM. It covers what the CRM doesn't: knowing what the price list says, and writing with it.
Yes, the first version. It reads current spreadsheets row by row, up to 3,000 rows per sheet, and the PDFs with your terms. Always go over the numbers before you send.
It works for the part of those cycles that's looking things up and writing: technical questions, terms, comparisons and follow-up emails over months. What it won't do is remember where each customer stands. Each person keeps their own conversations and can go back to them.
Flipa says so plainly and logs it by topic under “Asked and didn't know.” If it comes up again, the count goes up. The account admin settles it by explaining it in the chat or uploading the missing document.
That's the first one that stops landing on your desk. Start free and try it with your own price list.
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