For Sales

An agent team for Sales. Win more deals.

Research accounts, draft outreach, and keep pipeline clean so reps stay focused on closing.

Example agents for your Sales team.

Event

Enriches new leads with news, CRM history, and account context. Queues a CRM update for one-click approval.

Event

Salesforce · New inbound lead

Salesforce HubSpot Gmail

Event

Drafts sequences in each rep's voice from a scoped Gmail credential. The send pauses for approval.

Event

Salesforce · Opp moved to Stage 2

Gmail Salesforce

Schedule

Compiles an account brief cited to every source. Lands in the rep's inbox 30 minutes before the meeting.

Schedule

Mon–Fri · 7:00 AM PT

Salesforce HubSpot Gmail

Schedule

Re-touches dormant deals, flags at-risk ones to the rep, writes a one-line note on every move.

Schedule

Nightly · 10:00 PM PT

Salesforce HubSpot

A playbook bundles the prompts your Sales team uses every week. Templated in plain English. Version-controlled. Shared with the people who need them.

Sales · Playbook

9 prompts

Each prompt runs on its own, inside an agent, or from a trigger. Every run honors the same governance and lands in the audit log.

Search the Sales playbook…

Draft campaigns in your brand voice, triage inbound leads, and brief the team before every account call.

Keep pipeline clean, route every new opp, and surface renewal risk weeks before the renewal.