Sales agents
built where reps actually work.
We have shipped one or more sales agents at enterprise customers — usually a single workflow first, wired into the CRM and tools the team already uses. Not a suite pitch. Each build starts where the friction is highest and expands only when the first agent earns trust.
Five agents. Deployed selectively — connected in the demos.
In the field we typically stand up one or two of these first. The interactive demos below walk through a connected story arc so you can see how handoffs work when you are ready to expand. Each card is a pattern we have built — not a promise of a full stack on day one.
Account Research Agent
Ranks named accounts from public and third-party signals. Surfaces briefs with "why now" — not another spreadsheet.
- 10-K, hiring, technographic, and intent signals in one score
- Tiered account briefs on a recurring cadence
- Handoff context for outbound or AE outreach
- Reasoning trace on every prioritization call
Outbound Sequencing Agent
Designs and runs multi-touch sequences from account context. Intercepts replies before the next touch fires.
- Channel mix and timing from brief signals
- Personalized openers and follow-ups with guardrails
- Reply triage and meeting-booking handoff
- Context pack for the next agent in the chain
Call-to-CRM Agent
Listens on discovery calls and fills the fields reps skip. Coaching on gaps — Champion, economic buyer — while the call is still warm.
- Live transcription with MEDDIC / framework extraction
- Follow-up email draft staged for AE review
- CRM field updates with audit trail
- Risk flags posted to pipeline monitoring
Deal Desk Agent
Classifies contract redlines against playbook fallbacks. Escalates the one non-standard ask — counters the rest.
- Clause-by-clause analysis with precedent lookup
- Auto-counter within approved fallback ranges
- Legal / security routing when policy requires it
- Deal timeline and risk updates back to CRM
Pipeline Health Agent
Ingests from the other agents and scans in-flight deals. Weekly narrative for sales leadership — prescriptions back to the field.
- Cross-agent context on every open opportunity
- Risk flags surfaced before the QBR conversation
- VP-ready briefing in prose, not another dashboard
- Coaching loops back to AEs and operational agents
About the demos: The five simulations share a fictional account storyline so you can follow handoffs end to end. At customers we more often deploy a subset — one agent, one team, one measurable workflow — then expand. Browse all demos →
Agents are the visible layer. Integration is the hard part.
Sales stacks are already fragmented — CRM, conversation intelligence, email, LinkedIn, contract repositories, BI. Agents fail when they cannot read and write cleanly across those systems. We design around your existing estate and the governance your RevOps and IT teams require, not a rip-and-replace platform.
Shared context between agents. Account briefs, call summaries, redline history, and stage criteria defined once — so an outbound agent and a pipeline agent do not contradict each other on the same opportunity.
Common first deployments — not a mandatory sequence.
Engagements differ. Some teams need call follow-up yesterday; others need account prioritization before planning season. These are patterns we have shipped — one or more at a time — not a checklist every customer runs through.
Call → CRM hygiene
Discovery and demo calls transcribed, MEDDIC fields filled, follow-up drafted. AE reviews before send. Often the fastest path to measurable rep time saved.
Account prioritization
Named-account scoring from public and purchased signals. Weekly briefs for AEs and SDRs with explicit reasoning — replaces manual research sprints.
Contract triage
Redlines classified against playbook, counters drafted in-policy, edge cases routed to Legal. Especially valuable during quarter-end push.
Outbound with guardrails
Sequence design and execution from account context, with reply interception and human approval on high-stakes touches.
Pipeline narrative
Leadership briefing composed from CRM and agent outputs — risk flags, coaching prompts, and prescriptions back to the field.
Connected handoffs
When the first agent is trusted, adjacent workflows plug into the same deal context layer. The demos show what that looks like — customers expand at their own pace.
One agent at a time. Co-built with your team.
We are not selling a six-month transformation mandate. Most conversations start with a single workflow — scoped, measured, and owned by your RevOps or sales ops team when we step back.
Discover
Map the workflow, the systems involved, and where reps lose time today. We look for one agent-sized problem with a clear before/after metric.
Design
Agent spec, integration plan, approval gates. Reviewed with RevOps and IT before build starts — especially for CRM write-back and customer data.
Pilot
One team, one workflow, production integrations. Co-built with your team so they can operate and extend it — not a black box handoff.
Expand
Adjacent agents or teams when the pilot earns trust. No expansion pitch if the first one is not working — we would rather fix or stop than stack more software.
Curious if one of these fits your stack?
Thirty minutes with our team. No deck — we'll walk through your CRM landscape, where an agent might help, and what a realistic first pilot looks like.
Book 30 minutes