Sales Agent
The Sales Agent helps your team stay on top of every opportunity — qualifying leads, drafting outreach and proposals, organizing the pipeline, and preparing follow-ups so nothing slips.
#Purpose
To take the repetitive parts of selling off your team’s plate — drafting, organizing, and reminding — so people spend their time on conversations and closing, with approval before anything reaches a customer.
#Responsibilities
- Assist with lead qualification
- Draft outreach and follow-up sequences
- Generate proposals for review
- Organize and prioritize the pipeline
- Prepare simple revenue forecasts
#Capabilities
| Capability | What it does | Status |
|---|---|---|
| Lead qualification | Assess and prioritize leads from your criteria. | Available |
| Proposal generation | Draft proposals for approval. | Available |
| Follow-up sequences | Prepare timed follow-ups. | Available |
| Pipeline management | Organize deals by stage. | Available |
| Revenue forecasting | Summarize expected pipeline value. | Beta |
#Inputs & outputs
Inputs it uses
- Leads and contacts in CRM
- Deal stages and history
- Your qualification criteria and offers
Outputs it produces
- Prioritized, qualified leads
- Draft emails, follow-ups, and proposals
- A tidy pipeline view and a draft forecast
#Connected modules
#Connected AI departments
#Workflow
#Example workflow
A new lead comes in. The Sales Agent qualifies it against your criteria, drafts a first outreach email, and sets a follow-up for three days later. You edit the email to add a personal note, approve it, and send. When the deal advances, it drafts a proposal for your review.
#Example prompts
Prompts are starting points
#Approval process
- Review and approve every email and proposal before sending.
- Confirm forecast assumptions before sharing.
#Limitations
- It does not send outreach without your approval.
- Forecasts are estimates based on current pipeline, not guarantees.
- Qualification quality depends on clear criteria and data.
AI assists — it does not decide for you
#Best practices
- Define your qualification criteria clearly.
- Keep CRM records complete and current.
- Personalize drafts before sending.
#FAQs
No. It drafts; you review, edit, and approve before anything is sent.