Sales automation
AI agents that work across your sales process
What can AI sales agents do?
AI sales agents can handle more than a single sales task.
They understand the prospect, use your CRM and move each opportunity to its next step.
Qualification
Team size20 people
NeedSupport tickets
StatusQualified
Qualify leads automatically
Ask the questions your sales team needs, understand fit and intent and identify which prospects are ready to move forward.
New inbound lead
ArrivedJust now
ChannelWeb chat
StatusIn conversation
Respond to new leads immediately
Engage inbound opportunities as soon as they arrive instead of waiting for a sales representative to become available.
Prospect question
TopicIntegrations
Yes, it connects to your CRM and helpdesk.
Answer sales questions using your business knowledge
Give prospects accurate information about your products, services, availability and processes using the knowledge you make available to the agent.
Follow-up
Last contactQuote sent
Next stepFollow up today
Follow up with prospects
Continue conversations after an inbound request, previous interaction, quote, demo or other sales touchpoint.
Calendar
RepAnna
MeetingBooked
Book meetings and trigger next steps
Connect calendars and workflows so qualified prospects can move directly to the next stage of the sales process.
CRM record
OutcomeInterested
Next stepDemo
RecordUpdated
Update your CRM automatically
Record qualification data, conversation outcomes and next steps without requiring manual CRM updates.
Benefits of AI sales agents for sales teams
AI-powered sales agents help sales teams handle more opportunities while reducing repetitive work.
Respond to every lead in seconds, qualify them all the same way and spend less time updating your CRM.
AI agents across the sales journey
An AI agent for sales supports every stage of the journey, not a single task.
It captures, qualifies, engages, advances and hands off, using the criteria your team defines.
Capture
Engage leads entering through your website, WhatsApp, email, phone or other connected channels.
Qualify
Understand need, fit and buying intent using the qualification criteria defined by your team.
Engage
Answer questions, continue the conversation and provide the information the prospect needs.
Advance
Book a meeting, update your CRM, trigger a follow-up or move the opportunity to the appropriate next step.
Hand off
Bring a human salesperson into the conversation when negotiation, judgment or relationship-building matters.
Omnichannel
One AI sales agent across your customer channels
Your sales AI agent works across web chat, WhatsApp, email, Instagram, voice and your helpdesk with the same knowledge.
Web chat
Answer questions and resolve requests directly on your website.
WhatsApp
Resolve requests inside the same conversation with a WhatsApp AI agent.
Email
Read, understand and resolve every message with an AI email agent.
Instagram
Answer DMs and resolve requests with an Instagram AI agent.
Voice
Answer and make calls with AI voice agents connected to your systems.
Your helpdesk
Resolve tickets inside Zendesk, Freshdesk, Intercom or Zoho Desk with AI ticketing agents.
The channel changes. The conversation continues.
AI sales agent use cases
Put the AI on the stages of the sales process that repeat every day.
Qualification, follow-up, scheduling, reactivation, recurring questions and CRM updates, handled by your AI sales agent.
New web leadIn chat
Inbound lead qualification
Engage new leads, understand what they need and determine whether they match your sales criteria.
Demo follow-upIn chat
Sales follow-up
Re-engage prospects after forms, demos, quotes or previous conversations.
Meeting requestIn chat
Meeting scheduling
Check availability and move qualified prospects directly to a booked conversation with your team.
Older leadIn chat
Lead reactivation
Revisit older opportunities and identify which prospects are ready to restart the conversation.
Prospect questionIn chat
Product and service questions
Answer recurring commercial questions using accurate information from your business.
After the chatIn chat
CRM updates
Capture qualification data and conversation outcomes as part of the workflow instead of leaving admin work to your reps.






