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The Business Development Assistant works across sales, marketing, operations, research and customer service. Describe the problem, and it replies with a plan, then drafts the lead form, the follow-up flow and the campaign so you can open them and launch.
Aarushiya Healthtech is a fictional company used for illustration.
What you can run
Start with the assistant, then run the whole partner journey on the same contacts, flows and inbox.
Describe the problem. The assistant drafts the pieces.
Ask from the "Ask AI or search" bar at the top of the app (⌘K or Ctrl+K).
It answers with a plan, then drafts forms and surveys, flows and cross-channel campaigns, question banks and AI agents, or a contact list from a CSV you attach.
Each draft opens as a card you can preview: the form page by page, the flow on a small canvas, the campaign as a day-by-day journey.
Forms, surveys and flows stay drafts until you pick the workspace and click Save & open; a campaign waits for Use This Campaign.
It asks before it moves on, and it can answer how-to questions from the help centre.
Aarushiya sells AH-W3 health bands through pharmacies and clinics. Partner enquiries were getting lost. Here is what the assistant did with one sentence.
1
"We sell wearable health bands through pharmacies and clinics. Partner enquiries get lost and nobody follows up." The assistant replies with a plan: an enquiry form, a flow that assigns and reminds, and a follow-up campaign.
2
A partner enquiry form for pharmacies and clinics: organisation and contact details, business fit, distribution interest, support needs and consent. Preview it from the card before you save.
Each enquiry creates a task and posts to the team's Slack channel. If it is still open after 48 hours, a reminder task follows; after 72 hours it is escalated to a managers' channel.
The assistant offers channel mixes. Choose email and WhatsApp over 21 days, and it drafts the journey: a thank-you on day 1, demo booking and reminders in between, a final check-in on day 21.
Save & open puts each draft in the workspace you pick and opens its designer. You share the form, turn on the flow and launch the campaign when you are ready.
Forms and surveys, flows, cross-channel campaigns, question banks, AI agents, and contact lists from a CSV you attach. Forms, surveys and flows arrive as draft cards and are not saved until you click Save & open; a campaign waits for Use This Campaign. A plan can also name a portal, but you build portals in the portal designer.
No. It does not search for prospects and it does not send messages on its own. It drafts the pieces; you save them, and you decide when a form is shared or a campaign is launched.
Not a deal pipeline: there are no deal stages or sales forecasts. Every enquiry becomes a contact in your lists, flows assign tasks to your team and replies sit in one shared inbox.
Not today. Quotes are not a customer feature. You can take orders and payments through an order form.
Salesforce and Mailchimp are native flow actions: create or update Salesforce leads, contacts and opportunities, and add people to Mailchimp with double opt-in. HubSpot has no action of its own in the flow designer; send records to it with the generic webhook (REST) action.
Yes, on Professional and Enterprise. Product cards show price and stock, and Stripe Checkout pays into your own Stripe account. You can refund items or an amount, cancel an order and choose whether stock goes back. Payments are one-off; forms do not create subscriptions.
Only with a WhatsApp template Meta has approved, sent to people who opted in. Once a customer writes to you, reply from the inbox or from a flow on the same channel.
Forms and their collectors work on every plan. Flows, campaigns, product cards and payments need Professional or Enterprise. The list below marks each capability.