AI Agents for Sales
Give your sales team an AI worker that can take action
Build a Sales Agent around your business, products, goals and sales rules. Give it the business functions and tools it needs, connect your platforms, and control how it handles each task. Use it to support: • Lead engagement • Lead qualification • Customer questions • Product information • Follow-ups • Appointment coordination • Sales research • Proposal and quote support Your Agent can use connected tools and business functions instead of being limited to conversation alone. Sales, proposals, quotes, contracts, pricing and customer-management functions are represented in the Agent business-function catalogue.
Explore AI AgentsWorkflows for Sales Operations
Automate what should happen after every sales event
Build repeatable sales processes without manually moving information from one step to another. Add conditions so different leads follow different paths. Transform information between steps when systems expect different fields. Test connections before trusting them with live data.
Explore Chain WorkflowExample workflow
For example:
Result
Respond sooner, follow up consistently, and let salespeople spend more time closing opportunities.