Sales Agent
Supports your sales team by researching accounts, drafting outreach, keeping the CRM current and preparing follow-ups.
A rep uploads 50 target accounts on Monday. By the afternoon the agent has summarised each company, drafted tailored first messages for review and logged the status in the CRM. When a prospect replies, it books a slot and sends the rep a one-page brief.
Illustrative scenario.
What it handles
- Research target accounts
- Draft outreach
- Log activity in CRM
- Prepare meeting briefs
- Flag deals that need attention
How the work flows
- 01
Receive target list
- 02
Research and enrich
- 03
Draft for review
- 04
Log and track responses
- 05
Hand warm leads to a rep
You choose how much it does on its own
Starts at Suggest (reps approve every message).
The agent drafts, a person decides and sends.
The agent acts after a person approves each step.
The agent acts, a person reviews samples and exceptions.
The agent runs low-risk tasks on its own and reports.
What changes for your team
Less repetitive work
More time selling
More consistent follow-up
Does the Sales Agent work with our existing tools?
Yes. It typically connects to crm, email, calendar, sales databases. We confirm the exact connections during discovery.
Will the Sales Agent act without our approval?
You decide. Starts at Suggest (reps approve every message). Sensitive actions always need the approval you configure.
Pick one workflow. We'll show you what AI can do with it.
Tell us about the one process that slows your team down. You'll get a straight answer on where an AI agent, automation or custom AI can help, and what a sensible first step looks like.
We don't just build AI. We build intelligence that works for you.