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SOLUTION · SALES

Sales AI Agents

Agents that research leads and accounts, qualify them against your criteria, and keep the CRM current — so the sales team spends its time selling.

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  1. Research
  2. Qualify
  3. Record
  4. Route

The work

Most of the work around a sale is research and record-keeping: finding out who an account is, whether it fits, and writing it down where the team will see it.

A sales agent does that work continuously and consistently, against criteria your team defines, and leaves the conversations to people.

What it does

  • Lead research
  • Lead qualification
  • Sales research
  • CRM automation
  • Sales operations
  • Account intelligence

A run, step by step

From request to result.

  1. 01

    Research

    Gather what is known about the lead and the account.

  2. 02

    Qualify

    Score it against your own criteria.

  3. 03

    Record

    Update the CRM with what was found.

  4. 04

    Route

    Pass the qualified lead to the right person.

Where it connects

  • CRM
  • Search
  • Browser tools
  • Internal data
  • APIs

Controlled authority

  • Write access to the CRM limited to defined fields
  • Qualification criteria owned and reviewed by your team
  • Every CRM change traced to the run that made it

What we measure

  • Task completion
  • Accuracy
  • Grounding
  • Cost per task