DP-04 Revenue ops

Sales Agent

Most pipelines don't die from lack of leads. They die from silence — the follow-up that never went out, the inbound reply that sat for three days, the qualified lead nobody logged. The Sales Agent exists to make silence impossible.

Where it fits · used in

Revenue ops

Put the Sales Agent in your process See how we work

INBOUND-LEAD-2291.LOG

Source: Website quote form · Tue 9:12 PM
Lead:   R. Okafor — Facilities Manager, Harbor Medical Plaza
Status: QUALIFIED — site visit booked

Hi Ruth, thanks for the request. A maintenance plan for
three rooftop units across two buildings is right in our
wheelhouse. To quote accurately we'd walk the site first
(about 45 minutes). Would Thursday at 10:00 or 2:00 work?

→ Sent 4 min after the form came in (reply template approved by you).
→ Qualified: commercial, inside service area, 3+ units.
→ Reply next morning. Site visit booked Thu 10:00; CRM updated.

Sample output

Job Description

What the Sales Agent does all day

Speed-to-lead responseAnswers every inbound lead within minutes with a relevant first reply in your voice.
Lead qualificationScores and qualifies every lead and reply against your criteria before it reaches your calendar.
Relentless follow-upRuns multi-step follow-up until a lead replies or opts out, so warm leads don't go cold.
Meeting bookingHandles the back-and-forth and books qualified calls or site visits into the right calendar.
CRM loggingLogs every touch, reply, and outcome to your CRM without being asked.
List outreachDrafts personalized outreach to lists you already own, always in Approve mode.

Integrations

Works inside the systems you already run

We connect it to your systems during the build, including tools that aren't on this list. Don't see your tool? Ask us.

Gmail / Outlook
HubSpot
Pipedrive
Salesforce
Calendly
Slack

You Hold the Leash

Oversight, built in

First replies and follow-ups start in Approve mode: each waits for your one-click sign-off until you trust the voice, then individual message types move to Autopilot. Qualification rules are yours, and it only books meetings that match them.

How Draft / Approve / Autopilot modes work

FAQ

About the Sales Agent

Will it sound like a robot?

No. We train its voice during the build using real emails you've sent. In Approve mode you edit anything before it goes out, and a sequence moves to Autopilot only when you're happy with it.

Where do the leads come from?

Your website forms, inbound calls and emails, and lists you already own. It works your leads; it doesn't sell lead lists.

Can it handle replies?

Yes. It classifies replies, answers common questions, handles scheduling back-and-forth, and escalates anything unusual to you with full context.

What do I see each week?

A pipeline digest: what moved, what stalled, and which leads need you.

Works Well With