AI Lead Qualifier
pairs naturally for inbound
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AI Sales Agent
The pipeline closer. Manages your active deals, drafts personalised replies, books calls, keeps the CRM honest. Stops your pipeline leaking through the cracks.
What this agent does
The job description
- Manages your active sales pipeline across CRM stages
- Drafts personalised replies to prospect questions in your voice
- Books discovery and demo calls into your calendar
- Sends well-timed follow-ups so deals don't go cold
- Updates CRM records after every interaction (no more stale data)
- Generates daily or weekly pipeline digests so you know what needs your attention
- Surfaces deals that need a human touch and stays out of the way on those
Skills
What this agent is good at
Reading and writing professional sales correspondenceReading and updating CRM records via APIRecognising buying signals and intent shifts in conversationCalendar coordination across time zonesDrafting from your templates while personalising per prospectIdentifying when to escalate to a human
Capabilities
Inputs, outputs, decisions, limits
- Inputs
- prospect emails, CRM webhook events, calendar updates, manual instructions
- Outputs
- drafted replies, scheduled meetings, updated CRM records, pipeline reports
- Decision logic
- scores prospect engagement, prioritises responses by deal stage and value, flags atypical signals for human review
- Limits
- does not send emails or make commitments without your approval (configurable per customer; default is review-then-send)
Integrations
Where this agent plugs in
Email (Gmail, Outlook, custom SMTP)CRM (HubSpot, Salesforce, Pipedrive, Twenty, Odoo)Calendar (Google, Outlook, NextCloud, Cal.com)Messaging (Slack, Teams, WhatsApp Business)Document tools (Google Docs, Notion, PandaDoc)
Custom integrations to other tools are scoped during discovery.
"47 prospects landed in my inbox this morning. Twelve of them got drafts back before you finished your first coffee. Three of them needed your eyes - I flagged them at the top of your daily digest. The other 32 went into the follow-up rotation with the right cadence. Pipeline is clean, CRM is current, your day is yours."
Who hires this
Who this fits
- B2B founders selling services or products with a meaningful sales cycle
- Service business owners who are also their own sales department
- Agencies needing pipeline coverage faster than they can hire
- Companies with a CRM degraded into a graveyard of stale records
Honest limits
What this agent does not do
- Does not make pricing or contractual commitments without your approval
- Does not negotiate complex deals on your behalf
- Does not assess legal or compliance implications of customer agreements
- Does not handle disputes, refunds, or escalated complaints (route to Customer Success)
- Does not place phone calls (uses messaging and email only)
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