AI-Agents for Sales

Agents help Sales teams track deals and prepare customer commitments.

Send Sales Follow-Up Emails

Send due prospect follow-ups and flag conversations needing a rep.

Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.

Works with19 tools
Reconcile Lead Ad Inquiries

Add new ad leads to the team's list and flag contacts needing review.

Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.

Works with36 tools
Update First-Email Status

Show which leads need personal follow-up or send review.

Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.

Works with34 tools
Send Meeting Times

Offer prospects meeting times with an available regional host.

Give colleagues meeting choices within the guest's local hours, with a host and booking link for every time, right in the chat thread.

Works with8 tools
Choose Booking Links

Choose the right discovery or demo link for a prospect.

Your colleagues get a clear answer about which booking link to share, based on your meeting guide and current meeting pages.

Works with8 tools
Answer Pipeline Questions

Share current deal counts and amounts by pipeline stage.

Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.

Works with34 tools
Find Shared Meeting Times

Find prospect call times when the full sales team can attend.

Get meeting times your whole host team can offer, with booking links ready to share in the same chat thread.

Works with7 tools
Share Booking Links

Share a checked booking link for a prospect to meet the right host.

Your team gets the right host's direct booking link in chat, with a short note they can pass to an invitee.

Works with9 tools
Send LinkedIn Replies

Send approved replies to sales questions sent to another team's contact.

Keep misdirected LinkedIn questions moving without writing the same response again. Your team reviews the reply before it goes out.

Works with5 tools
Add Video Meeting Links

Add joining links to prospect meetings and update guests.

Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.

Works with5 tools
Set Up Video Meetings

Add video links to prospect meeting invitations and update guests.

Your guests receive a calendar update with a joining link when you mark an invitation “Video meeting” and choose a supported video service.

Works with
Attach Approved Scope

Add the approved client scope to the draft quote for the deal.

Your draft quote carries the scope version your team signed off, so approvers can review the right file.

Works with15 tools
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