💼
Revenue

Sales Agent

Close more deals without adding headcount.

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The Sales Agent works your pipeline around the clock — qualifying inbound leads, sending personalised follow-ups, booking meetings, and keeping your CRM synced. It handles the volume so your reps can focus on closing.

CAPABILITIES

What it does

Lead Qualification

Scores every inbound lead against your ICP criteria. High-quality leads get fast-tracked; low-quality leads get nurtured or filtered out automatically.

Automated Follow-ups

Sends personalised, contextual follow-up emails and messages on behalf of your reps — at the right time, with the right tone.

Meeting Scheduling

Handles back-and-forth scheduling by checking availability and booking meetings directly into your calendar.

CRM Sync

Keeps your pipeline stages, contact records, and activity logs updated in real-time — no manual data entry.

TASK PRICING

What it costs to run

Each task below consumes a fixed number of credits when it executes. You only pay for what runs.

TaskDescriptionCreditsFrequency
Lead qualificationScore and categorise an inbound lead against ICP criteria3Per lead
Follow-up emailGenerate and send a personalised follow-up email2Per send
Meeting schedulingHandle scheduling and send calendar invite4Per booking
CRM record updateUpdate pipeline stage, notes, and contact fields1Per update
Deal summary reportGenerate a weekly pipeline summary report6Per report
Lead enrichmentEnrich a lead record with company and contact data3Per lead

Credits are consumed only when a task executes. Unused credits never expire on Pro plans.

INTEGRATIONS

Works with your stack

🟠HubSpot
☁️Salesforce
📧Gmail
📅Google Calendar
💬Slack
🔵LinkedIn

EXAMPLE WORKFLOW

How it runs in practice

1

Lead arrives

A new lead submits a form or enters your CRM.

2

Qualification

Agent scores the lead against your ICP and assigns a priority tier.

3

Follow-up sent

A personalised email goes out within minutes of the lead arriving.

4

Meeting booked

If the lead responds, the agent handles scheduling and sends a calendar invite.

5

CRM updated

Pipeline stage and activity log updated automatically — rep gets a Slack notification.

RELATED AGENTS

Often deployed together

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