AI-Agents for Sales
Agents help Sales teams track deals and prepare customer commitments.
Add cited funding briefs to company watchlists for prospecting.
Your watchlist gains a sourced funding brief when you add a company, with the latest announced round and gaps flagged for review.
Answer prospect texts and flag questions for the lead owner.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
Draft replies to buyer questions using approved details.
Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.
15 toolsSend due prospect texts and leave results on reps' task lists.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.
4 toolsSend approved customer agreements for signature and confirm when sent.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
6 toolsAdd verified prospects from saved profiles to the outreach list.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.
Book ready prospects with their assigned reps and confirm by email.
Ready prospects get time with their assigned representative and a confirmation email. Your team sees the booking on the lead.
Draft prospect replies without making unsupported promises.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
Save prospect reply drafts for salespeople to review.
Get a sales email reply draft beside the prospect's message, shaped by your notes and ready for your review.
Send dated prospect check-ins and tell reps when prospects reply.
Your promised sales follow-ups go out on the dates prospects choose, and you hear whether they answer.
Send approved sales agreements with a signing deadline.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
Build sourced account lists for reps to review before outreach.
Get a B2B sales lead list built around your sector and buyer profile. Review fit reasons and source links before outreach.
