AI Employee · Revenue
Sales Agent
Qualifies leads, answers questions, follows up with prospects, and helps book meetings.
The Sales Agent is configured with your ICP rules, your product messaging, and access to your CRM. It researches an account, answers product questions from approved material, qualifies against criteria you define, and hands warm conversations to a rep with the full conversation context attached.
What it can do
- Lead research and enrichment from CRM and approved sources
- Personalised follow-up drafted from your own messaging
- Qualification against ICP rules you define
- Meeting booking against connected calendar availability
- CRM record updates through scoped tool calls
- Objection handling grounded in your sales material
Works with
SalesforceHubSpotGmailOutlookSlack