Sales
Sales agents handle the repetitive work between a first inquiry and a signed deal: replying to new leads, qualifying them, drafting proposals, following up and keeping CRM records accurate. Your salespeople spend their time on conversations instead of data entry.
Top use cases
Qualify inbound leads in minutes
Lead qualification
Scores each new form lead against your ideal customer and sends a tailored first reply with one qualifying question.
Draft proposals from discovery call notes
Proposals
Turns a recorded discovery call into a structured proposal draft in Google Docs for you to price and finalize.
Clean up messy CRM records
CRM hygiene
Finds duplicates, fixes inconsistent formatting and flags contacts missing key fields, then queues changes for approval.
Follow up on stalled deals
Pipeline follow-up
Notices deals with no activity for a set number of days and drafts a short, specific check-in for the owner.
Text back every missed call
Lead follow-up
Sends an immediate text to anyone whose call goes unanswered, so the inquiry doesn't go to a competitor.
Prep a one-page brief before each sales call
Meeting prep
When a meeting is booked, compiles what you know about the prospect into a short brief posted to Slack.
Sales FAQ
What sales tasks can an AI agent handle?
Common examples are first replies to inbound leads, lead qualification questions, proposal first drafts, follow-up reminders and CRM data cleanup. A person still owns pricing decisions and relationships.
Will an AI agent replace my sales team?
No. A sales agent takes over one narrow, repeatable responsibility so the team spends more time talking with prospects.
Which CRM do sales agents work with?
Most agents here connect to HubSpot, Salesforce or HighLevel, either through built-in automation or via Zapier, Make or n8n.