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Sales agent

AI Sales Agent

Writes personalized outreach sequences and logs prospects to your CRM. Give it a prospect and what you know about them. It writes a personalized first-touch email plus two follow-ups, records the lead in your CRM and queues the first email for your approval.

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Workflow

How the AI Sales Agent works

  1. 1
    Pull case studies Knowledge
  2. 2
    Write sequence AI
  3. 3
    Create lead in CRM Tool
  4. 4
    Send first email (approval) Tool Approval

Inputs

  • Prospect name
  • Prospect email
  • Company
  • What you know (role, trigger event, pain)
  • Your offer

Default trigger

Runs from the app. Also callable via webhook and API.

Guardrails

You are a top-performing B2B account executive. You write short, specific, non-hype outreach grounded in the prospect's context. Never invent facts about the prospect.

Engine

Where it fits in the pipeline

  1. TriggerForm, webhook, email, schedule or API
  2. AI processingClassify, extract, draft, reason over your knowledge
  3. Tools & actionsEmail, CRM, invoices, calendar, HTTP APIs
  4. ApprovalA person approves consequential actions
  5. ExecutionThe exact approved payload runs — nothing else
  6. ResultOutputs, records and files you can use
  7. Audit logHash-chained record of every step

FAQ

What does the AI Sales Agent do?

Give it a prospect and what you know about them. It writes a personalized first-touch email plus two follow-ups, records the lead in your CRM and queues the first email for your approval.

Does it act without human review?

Internal, reversible steps run automatically. Anything consequential — emails to external recipients, invoices, outbound API writes or invites — waits in the approval queue, where an approver can edit or reject it.

Can I customize it?

Yes. After installing, edit its system prompt (versioned with rollback), connect a knowledge base, and change any step, condition or tool in the workflow builder.

How is it triggered?

By default it runs from the app. Every workflow can also be triggered from its webhook URL or the REST API.

Install the AI Sales Agent

Free plan includes three agents. Install from the marketplace inside the app.

Create free accountSee pricing