Agents
Sales&RevenueAgents
From the moment a lead hits your funnel to the moment they close, these agents work alongside your sales team. Lead scoring, call summaries, proposal drafting, and pipeline analytics that keep your pipeline moving.
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Capabilities
AvailableConfigurations
Example Use Cases
A SaaS company with 500+ monthly demo requests uses the agent to ask budget, timeline, and company-size questions before routing. Sales reps now spend 80% of their time on qualified opportunities instead of 30%.
A roofing company deploys the agent on their website to collect project scope, timeline, and location data, then automatically routes qualified leads to the nearest sales rep with full context.
Example Use Cases
A B2B SaaS company equips their 20-person sales team with the copilot. Reps get real-time objection handling suggestions during calls and auto-generated follow-up emails. Deal velocity increased by 28%.
An insurance agency uses the copilot to help agents quickly compare policy options, generate personalized quotes, and draft proposal documents during client meetings, cutting proposal time from 2 hours to 15 minutes.
Example Use Cases
A CEO uses the agent to ask questions like 'What were our top 5 products by margin last quarter?' and gets instant charts and breakdowns. No more waiting for the finance team to pull reports.
A marketing director uses the agent to analyze campaign performance across channels, asking questions like 'Which campaigns had the best CAC-to-LTV ratio this month?' and getting visualizations in seconds.
Example Use Cases
A SaaS company uses the dashboard to compare AI agent performance against their human support team on resolution time, customer satisfaction, and cost per ticket, demonstrating 3x cost efficiency.
An e-commerce brand tracks which chatbot conversations lead to purchases, measuring the agent's contribution to revenue and identifying the most effective qualification questions.
UseCases
Inbound Lead Scoring for Agencies
A digital agency deployed our lead qualification agent on their website. It engages visitors, asks qualifying questions, and routes hot leads to the right account exec in under 60 seconds.
Sales Call Intelligence for B2B
A B2B company uses our sales copilot to summarize every sales call, extract action items, update CRM fields, and flag at-risk deals based on sentiment analysis.
Revenue Analytics for SaaS
A SaaS startup uses our data analyst agent to query their billing and usage data in plain English, generating churn risk reports and expansion revenue forecasts on demand.
Pipeline Forecasting for Private Equity
A PE-backed portfolio company uses our analytics agent to consolidate deal data across 6 portfolio companies. Partners get weekly pipeline health reports with close probability scores.
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Sales Process Mapping
We document your current qualification criteria, deal stages, and sales team workflow to design agents that fit naturally into your process.
Agent Development
We build and train your lead qualification agent, sales copilot, or analytics agent with your CRM data, scoring criteria, and team preferences.
CRM & Tool Integration
We connect agents to your CRM (HubSpot, Salesforce, Pipedrive), calendar, email, and communication tools for seamless data flow.
Team Training & Launch
We train your sales team on working with the AI agents, set up dashboards, and monitor performance through the first sprint.
FrequentlyAskedQuestions
No. These agents augment your team by handling repetitive tasks like qualification, data entry, and reporting. Your reps spend more time selling and less time on admin.
We integrate with HubSpot, Salesforce, Pipedrive, Close, and any CRM with an API. Custom integrations typically add 2-3 days to the timeline.
We work with your team to define scoring criteria based on your ideal customer profile, then the AI learns from conversion patterns to refine scores over time.
Readytosolvewhat'sholdingyouback?
Tell us what’s holding you back. We’ll diagnose the root cause, design the right solution, and deliver real, measurable results.
We take on 4–5 new projects per month to maintain quality.
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