Sales teams today are balancing more than ever: higher lead volumes, faster response expectations, and an increasing need for consistent, high-quality follow-up.
That’s why we built Aubrey, Bluebird’s new AI sales assistant designed to support agents in the moments that matter most.
Aubrey Product Demo
In the walkthrough video above, Customer Success Manager Max Von Teichmann shows exactly how Aubrey works inside the Bluebird platform—from drafting outreach emails and summarizing leads to scheduling meetings, automating follow-ups, and capturing feedback seamlessly.
Aubrey is fully trained on your products, services, and internal processes, giving every agent an on-demand expert who helps move deals forward with confidence. Paired with intelligent lead routing, think of her as a teammate who never misses a beat.
Ready to Take the Lead?
Book your custom demo to see how Aubrey can streamline the sales process for your teams and help reps close more deals.
Transcript
Hello, everybody. This is Max Von Teichman, customer success manager with the team here at Bluebird. And today I’m very excited to introduce to you Aubrey.
Aubrey is an AI system that is always on, fully trained on your products and services, and available to your agents whenever they need her.
Aubrey provides a variety of tools and tailored knowledge of your business to assist in the sales process wherever needed.
Today, what I’ve done is sent myself a test lead which has been assigned to me, and I’d like you to walk you through some of the ways in which I’ve used Aubrey to assist in the sales process.
So first of all, on the Lead Information tab, I actually have a summarizing message from Aubrey, which would also be sent in the communication—my original communication—through email or via text message.
If I scroll over to the far right, I actually gain access to my sales assistant.
You’ll notice that she’s offered me assistance, however I may need it.
I asked her to draft an email, which she has crafted utilizing both information of my business, the products which are available to me, which might have come also from a rag list, should that be applicable to your business, and then, of course, factoring in information from the lead itself.
Once I viewed this, she actually will offer to provide a link which will open this as a draft in my email client itself.
From there, I can edit the email, and send it, as I see fit.
I then notified Aubrey that I reached out. Aubrey is also configurable to request updates on the leads, which is a feature that is designed to hopefully improve the feedback collection for managers and analysts.
You’ll note that all of these notifications from Aubrey requesting feedback can be configured through the same automated follow up tools, available on your Bluebird account.
So here I have configured it, to notify agents after one hour post-acceptance and for Aubrey to request information relevant to the value of the deal, the close date, and of course, the status.
Any response to Aubrey through this tab will, of course, update the conversion automatically.
Further to the emails and updating of statuses, I can also ask Aubrey to create calendar events and furthermore, she’ll provide links for me to be able to access that in my Google calendar and ultimately book the meeting.
If I have any questions about the lead or would like recommendations from a product perspective now, or recommendations of how best to proceed with this lead, Aubrey is, of course, always available to provide that information as well.
Configurations and Aubrey are done through our AI assistant training. This is all customizable to your needs.
And Bluebird, the team at Bluebird, is looking forward to, you know, creating a set of rules and responses, that are best tailored to your needs.
Product information, business information can all be added here to bring Aubrey up to speed and make make her as helpful as possible to your users.
We, of course, can customize other messages on Aubrey, such as the follow-up triggers, the requests for feedback, and even things as simple as suggestions for emails and communications.
Ultimately, the goal for Aubrey is to assist salespeople in the closing of leads, so that they make more money and as well to provide more feedback for your dashboard and analytics.
We do this by making it as easy as possible for salespeople in your organization to provide feedback.
Thank you very much for listening, and we’re really excited to have more updates on Aubrey soon to come.
