Sales AI Agent
An agent for each stage, not one bot
From first touch to renewals, the Sales AI Agent works your CRM data, talk tracks, and playbooks across voice, email, and chat.
Capture
Inbound forms, chat, and missed calls become structured leads.
Qualify
Lead qualification and ICP scoring before a rep spends time.
Engage
Outbound sales calls, product recommendation, and campaign calls.
Advance
Appointment scheduling, quote follow-up, and CRM enrichment.
Expand
Customer reactivation, renewals, and upsell triggers.
What the agent actually does
Sequence with judgment
Lead qualification, outbound sales calls, campaign calls, and quote follow-up — stops when a human replies.
Instant response
Answers product questions from approved collateral, then books meetings or routes hot leads.
Clean notes, every time
Lead routing, CRM data enrichment, deal desk automation, and structured next steps in Salesforce / HubSpot.
Content when it matters
Battlecards, proposal & RFP assist, objection handling, and case study finder for live deals.
Busywork off the AE’s plate
Lead routing & assignment
Score, enrich, and assign to the right owner with SLA clocks started.
Quote-to-contract
Move from quote to signed paperwork with validation and reminders.
Campaign approval
Route creative and copy through the right approvers before launch.
Renewal & upsell triggers
Surface expansion signals and book the right conversation in time.
Sales speed without brand risk
Approved claims only
Pricing, discounts, and promises locked to your current offer sheet.
Opt-out & quiet hours
Respects preferences, DNC lists, and regional outreach windows.
Human takeover
One click for reps to seize the thread with full conversation history.
Native to your revenue stack
Works with Salesforce, HubSpot, Dynamics 365, Zoho, and the channels your SDRs already live in.
Salesforce
HubSpot
Dynamics 365
Zoho
Odoo
Twilio
Microsoft Teams
Google Workspace
Slack
Zapier