Minerva Sales & Marketing AI
AI-powered sales and marketing platform for NebusAI teams, featuring visual co-browsing, omnichannel communication, and intelligent automation.
Overview
Minerva is the internal sales and marketing AI platform that powers NebusAI's customer acquisition and engagement. It combines conversational AI with visual assistance, CRM automation, and multi-channel campaign management.
Visual Co-Browsing
Real-Time Screen Sharing
Assist prospects and customers with visual co-browsing:
┌─────────────────────────────────────────────────────────────────┐
│ CO-BROWSE SESSION Active: Restaurant Demo │
├─────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ │ │
│ │ [Customer's Screen View - Live] │ │
│ │ │ │
│ │ ┌────────────────────────────────────────────────┐ │ │
│ │ │ Platform Portal Dashboard │ │ │
│ │ │ │ │ │
│ │ │ 👆 [Sales Rep Cursor] │ │ │
│ │ │ │ │ │
│ │ │ "Click here to access the menu editor..." │ │ │
│ │ │ │ │ │
│ │ └────────────────────────────────────────────────┘ │ │
│ │ │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ [Highlight] [Draw] [Point] [Request Control] [End Session] │
│ │
└─────────────────────────────────────────────────────────────────┘
Co-Browse Features
| Feature | Description |
|---|---|
| View Only | See customer's screen without control |
| Pointer Mode | Show cursor position to customer |
| Highlight | Draw attention to specific areas |
| Annotation | Add temporary drawings/notes |
| Remote Control | Take control with permission |
| Multi-Page | Follow across page navigations |
Co-Browse Security
| Control | Setting |
|---|---|
| Masking | Auto-masks sensitive fields (passwords, CC) |
| Permission | Customer must grant access |
| Recording | Optional, with consent |
| Timeout | Auto-ends after 30 min inactivity |
| Audit Log | All sessions logged |
Omnichannel Communication
Unified Inbox
Manage all customer communications in one place:
┌─────────────────────────────────────────────────────────────────┐
│ MINERVA INBOX 12 Unread │
├─────────────────────────────────────────────────────────────────┤
│ │
│ CHANNELS CONVERSATIONS │
│ ───────────── ──────────────────────────────── │
│ 📧 Email (5) │
│ 💬 Live Chat (3) ┌─────────────────────────────┐ │
│ 📱 SMS (2) │ 🔴 John's Pizza Shop │ │
│ 📞 Voice (1) │ "When can we schedule │ │
│ 💼 LinkedIn (1) │ the onboarding?" │ │
│ │ via Email • 10 min ago │ │
│ FILTERS └─────────────────────────────┘ │
│ ───────────── │
│ ○ All ┌─────────────────────────────┐ │
│ ● Unread │ 🟡 Maria's Tacos │ │
│ ○ High Priority │ "Interested in the │ │
│ ○ My Leads │ multi-location plan" │ │
│ │ via Live Chat • 25 min │ │
│ └─────────────────────────────┘ │
│ │
└─────────────────────────────────────────────────────────────────┘
Supported Channels
| Channel | Features | AI Assist |
|---|---|---|
| Templates, tracking, scheduling | Draft suggestions | |
| Live Chat | Real-time, file sharing | Auto-responses |
| SMS/MMS | Two-way messaging | Quick replies |
| Voice | Click-to-call, recording | Call summaries |
| Business messaging | Chatbot handoff | |
| InMail, connection requests | Personalization |
AI Communication Assist
Minerva AI helps with every conversation:
| Assist Type | Description |
|---|---|
| Draft Suggestions | AI-generated response drafts |
| Tone Analysis | Detect customer sentiment |
| Next Best Action | Recommend follow-up actions |
| Auto-Summarize | Conversation summaries for CRM |
| Translation | Real-time language translation |
| Scheduling | Suggest meeting times |
CRM Integration
Lead Management
┌─────────────────────────────────────────────────────────────────┐
│ LEAD: TONY'S ITALIAN KITCHEN Score: 85/100 │
├─────────────────────────────────────────────────────────────────┤
│ │
│ CONTACT INFO LEAD SCORING │
│ ────────────── ──────────── │
│ Tony Rossi, Owner ▓▓▓▓▓▓▓▓▓░ 85% │
│ tony@tonysitalian.com │
│ (555) 123-4567 Fit Score: 92% │
│ San Francisco, CA Engagement: 78% │
│ Intent: 85% │
│ BUSINESS PROFILE │
│ ────────────── AI RECOMMENDATION │
│ Type: Full-Service Restaurant ──────────────── │
│ Locations: 3 "High-value prospect. │
│ Avg Check: $45 Schedule demo this week. │
│ Current POS: Toast Multi-location pain points │
│ align with our strengths." │
│ TIMELINE │
│ ────────────── │
│ Jan 15: Website visit (pricing page) │
│ Jan 16: Downloaded ROI calculator │
│ Jan 17: Submitted demo request │
│ Jan 18: Email opened (3x) │
│ │
│ [Schedule Demo] [Send Email] [Add Note] [Convert to Opp] │
│ │
└─────────────────────────────────────────────────────────────────┘
Lead Scoring
AI-powered lead scoring based on:
| Factor | Weight | Signals |
|---|---|---|
| Fit Score | 40% | Company size, industry, location |
| Engagement | 30% | Website visits, email opens, content downloads |
| Intent | 20% | Demo requests, pricing page visits |
| Timing | 10% | Recent activity, urgency signals |
Pipeline Management
| Stage | Count | Value | Avg Days |
|---|---|---|---|
| Lead | 245 | - | - |
| Qualified | 89 | $445K | 7 |
| Demo Scheduled | 34 | $340K | 12 |
| Proposal Sent | 18 | $270K | 8 |
| Negotiation | 8 | $160K | 14 |
| Closed Won | 12 | $180K | - |
CRM Sync
Minerva integrates with major CRMs:
| CRM | Sync Type | Features |
|---|---|---|
| Salesforce | Bi-directional | Leads, contacts, opportunities, activities |
| HubSpot | Bi-directional | Contacts, deals, tasks, emails |
| Pipedrive | Bi-directional | Persons, deals, activities |
| Native | Primary | Full Minerva CRM capabilities |
Campaign Management
Marketing Automation
┌─────────────────────────────────────────────────────────────────┐
│ CAMPAIGN: Q1 RESTAURANT OUTREACH Status: Active │
├─────────────────────────────────────────────────────────────────┤
│ │
│ WORKFLOW │
│ ─────────────────────────────────────────────────────────── │
│ │
│ [Trigger: Form Submit] ──► [Email: Welcome] ──► [Wait: 2 days]│
│ │ │
│ ▼ │
│ [Check: Email Opened?] │
│ / \ │
│ Yes No │
│ │ │ │
│ ▼ ▼ │
│ [Email: Demo] [Email: Follow-up] │
│ │ │ │
│ ▼ ▼ │
│ [Task: Call] [Wait: 3 days] │
│ │ │
│ ▼ │
│ [Email: Last Chance] │
│ │
│ PERFORMANCE │
│ ─────────────────────────────────────────────────────────── │
│ Enrolled: 1,245 Completed: 423 Converted: 89 (7.1%) │
│ │
└─────────────────────────────────────────────────────────────────┘
Campaign Types
| Type | Use Case | AI Features |
|---|---|---|
| Drip Campaigns | Nurture leads over time | Optimal send times |
| Event-Triggered | React to user actions | Dynamic content |
| Account-Based | Target specific accounts | Personalization |
| Re-engagement | Win back inactive leads | Predictive timing |
| Onboarding | New customer education | Progress tracking |
Email Templates
AI-generated and optimized templates:
| Template | Open Rate | Click Rate | Use Case |
|---|---|---|---|
| Demo Request | 45% | 12% | Initial outreach |
| ROI Calculator | 38% | 18% | Value proposition |
| Case Study | 42% | 15% | Social proof |
| Limited Offer | 52% | 22% | Urgency |
| Check-In | 35% | 8% | Relationship building |
Ad Management
Multi-Platform Ads
Manage advertising across platforms:
| Platform | Ad Types | Budget | ROI |
|---|---|---|---|
| Google Ads | Search, Display, YouTube | $15K/mo | 4.2x |
| Meta | Facebook, Instagram | $12K/mo | 3.8x |
| Sponsored Content, InMail | $8K/mo | 5.1x | |
| Twitter/X | Promoted Tweets | $3K/mo | 2.9x |
AI Ad Optimization
| Feature | Description |
|---|---|
| Auto-Bidding | AI adjusts bids for optimal CPA |
| Audience Targeting | Lookalike audiences from best customers |
| Creative Testing | A/B test headlines, images, CTAs |
| Budget Allocation | Shift spend to best-performing channels |
| Performance Prediction | Forecast campaign results |
Campaign Analytics
┌─────────────────────────────────────────────────────────────────┐
│ AD PERFORMANCE January 2026 │
├─────────────────────────────────────────────────────────────────┤
│ │
│ OVERVIEW │
│ ─────────────────────────────────────────────────────────── │
│ Total Spend: $38,000 Leads Generated: 847 │
│ Cost per Lead: $44.86 Cost per Demo: $156.72 │
│ Demo Requests: 243 Closed Deals: 28 │
│ Pipeline Value: $420,000 ROI: 4.1x │
│ │
│ BY CHANNEL │
│ ─────────────────────────────────────────────────────────── │
│ Google ████████████████████████████ $15K │ 312 leads │
│ Meta ████████████████████ $12K │ 245 leads │
│ LinkedIn ██████████████ $8K │ 198 leads │
│ Twitter ██████ $3K │ 92 leads │
│ │
│ TOP PERFORMING ADS │
│ ─────────────────────────────────────────────────────────── │
│ 1. "Ditch Toast" (Google Search) - $28 CPL, 4.8x ROI │
│ 2. "AI-Powered Restaurant" (LinkedIn) - $35 CPL, 5.2x ROI │
│ 3. "Video Demo" (Meta) - $32 CPL, 4.1x ROI │
│ │
└─────────────────────────────────────────────────────────────────┘
Sales Intelligence
Account Insights
AI-generated insights for every account:
| Insight Type | Example |
|---|---|
| News Alerts | "Tony's Italian Kitchen opening 4th location" |
| Tech Stack | "Currently using Toast POS, Square for payments" |
| Pain Points | "Mentioned inventory issues in Yelp response" |
| Competition | "Also evaluating TouchBistro and Revel" |
| Timing Signals | "Lease renewal in 3 months" |
Competitive Intelligence
| Competitor | Market Share | Win Rate vs Us | Key Differentiator |
|---|---|---|---|
| Toast | 35% | 62% win | Brand recognition |
| Square | 25% | 71% win | Price |
| TouchBistro | 15% | 78% win | iPad-first |
| Revel | 10% | 68% win | Enterprise features |
Conversation Intelligence
AI analysis of sales calls:
| Metric | This Month | Target | Trend |
|---|---|---|---|
| Talk/Listen Ratio | 42/58 | 40/60 | ✓ |
| Questions Asked | 8.2 avg | 10+ | ⚠ |
| Competitor Mentions | 2.4/call | Under 3 | ✓ |
| Next Steps Defined | 78% | 90% | ⚠ |
| Sentiment Score | 7.8/10 | 8+ | ✓ |
Reporting & Analytics
Sales Dashboard
| Metric | MTD | Target | % to Goal |
|---|---|---|---|
| MRR Added | $45,000 | $60,000 | 75% |
| Demos Completed | 89 | 120 | 74% |
| Proposals Sent | 34 | 50 | 68% |
| Deals Closed | 12 | 20 | 60% |
| Pipeline Created | $340K | $400K | 85% |
Marketing Attribution
| Channel | First Touch | Last Touch | Multi-Touch |
|---|---|---|---|
| Organic Search | 32% | 18% | 24% |
| Paid Search | 28% | 35% | 31% |
| Social Media | 15% | 12% | 14% |
| Referral | 12% | 22% | 18% |
| Direct | 13% | 13% | 13% |
Scheduled Reports
| Report | Frequency | Recipients |
|---|---|---|
| Sales Pipeline | Daily | Sales team |
| Marketing Performance | Weekly | Marketing team |
| Revenue Forecast | Weekly | Leadership |
| Campaign ROI | Monthly | CMO |
| Customer Acquisition | Monthly | CEO |
Best Practices
- Use co-browse for demos - 40% higher conversion rate
- Respond within 5 minutes - 10x more likely to qualify
- Personalize outreach - AI-generated personalization
- Track all touchpoints - Full attribution visibility
- Review AI suggestions - Improve with feedback
- Automate follow-ups - Never miss a lead
Related Documentation
- ACP AI Router - AI infrastructure
- Cockpit Operations - HITL approvals
- Sales Team Playbook - Sales processes