AI Sales Agents

A 21-agent
command center.

Twenty-one specialized AI workflows across prospecting, calling, sequencing, presentations, meeting notes, and follow-up. Availability, integrations, approval rules, and limitations are listed below.

Deploy Your First Agent
21
specialized workflows
11
supported languages
Per user
connected accounts
ILLUSTRATIVE AGENT ACTIVITY
4 agents online
AI Sales Rep booked a demo
Harlow Freight · Thu 10:30 with Jenna K.
just now
AI Receptionist qualified an inbound call
Signal Kite · routed live to Sam
2m
Meeting Notes Agent logged a call summary
Bluepine Labs · action items synced to CRM
11m
Email Sequencing personalized 42 sends
Fintech segment · step 2 of 5
18m
AI Marketing Studio Agent created a presentation
Whitfield Logistics · ready for review
26m
The roster

Specialized agents for every lane.

Four of the twenty-one agents in the command center — each owns a stage of your funnel, all share one memory.

Agentic AI Sales Rep

Outbound calling

A governed voice rep that runs configured outbound calling campaigns and can transfer live buyers to your team.

Available with Twilio

Sales Development Agent

Training & roleplay

Generates a complete company-specific sales training program — modules, lessons and quizzes — plus live AI roleplay practice graded against your chosen sales methodologies.

Trains and grades your reps

Lead Search & Enrichment

Data & research

Finds leads that match your ICP and enriches them when reliable contact and company evidence is available.

Source-backed results

AI Receptionist

Inbound calls

Handles calls to an enabled inbound line, qualifies callers, books meetings, and routes prospects using your configured policies.

Available when configured
Supported-agent matrix

Availability, requirements, and limits.

Each workflow is labeled so you can see what is available, what is still beta or partial, and what must be connected or approved.

AI Personal Assistant
Assists with user-authorized work across connected platform data
availableRequires: Varies by action
Actions depend on the user’s connected services · Configurable per action
AI Ads Agent
Creates and manages reviewed Google and Meta ad workflows
betaRequires: Google Ads or Meta Ads
Provider access and review are required · Campaigns start paused
Advanced Call Analysis
Analyzes available recorded calls for signals and coaching
availableRequires: Calling provider
Requires an accessible recording and transcript · Read-only analysis
Agentic AI Sales Rep
Runs governed outbound calls with optional live transfer
availableRequires: Twilio and voice AI
Calling hours, consent, and provider limits apply · Configurable; consequential calls are governed
AI Marketing Studio Agent
Creates reviewable presentations, brochures, ads, and newsletters
availableRequires: None for drafting; channel provider for publishing
Publishing requires the relevant provider · Review before publication
AI Receptionist
Handles configured inbound calls, qualification, booking, and routing
availableRequires: Twilio and calendar
Requires an enabled inbound number · Configured routing policy
AI Webinar Studio Agent
Creates AI-narrated webinar workflows with registration and replay
availableRequires: Email/calendar for delivery
Delivery depends on connected services · Review before scheduled delivery
Demo Personalization Agent
Prepares prospect-specific demo material from available context
partialRequires: CRM optional
Source quality determines personalization quality · Human review required
Multi-Channel Campaign Agent
Builds governed campaigns across configured channels
availableRequires: Depends on selected channels
Each channel must be connected and eligible · Configurable per step
Email Agent
Drafts and sends through the owning user’s Outlook or Gmail connection
availableRequires: Outlook or Gmail
Requires a healthy user-owned mailbox · Configurable; exact payload approval supported
Email Sequencing
Runs multi-step email sequences with reply detection
availableRequires: Outlook or Gmail
Mailbox health and sending limits apply · Launch approval and stop rules
Lead Search & Enrichment
Finds and enriches leads using source-backed evidence
availableRequires: Varies by enrichment source
Results depend on available public/provider evidence · Review before CRM writes
LinkedIn Campaign Agent
Prepares and queues LinkedIn actions for extension-assisted execution
partialRequires: LinkedIn browser extension
Execution is manual and subject to LinkedIn limits · Explicit approval required
Meeting Notes Agent
Stores call summaries and action items when source data is available
availableRequires: Meeting/calling source; CRM optional
Requires an accessible transcript · Reviewable before external CRM sync
Newsletter Workflow
Produces and sends reviewed newsletters to selected lists
availableRequires: Outlook or Gmail
Recipient consent and sending limits apply · Review before send
Post-Call Follow-Up
Prepares follow-ups and next steps from completed calls
availableRequires: Calling source and mailbox
Requires a completed call and healthy mailbox · Configurable before send
Pre-Call Workflow
Prepares briefs and research before scheduled calls
availableRequires: Calendar; CRM optional
Uses only accessible connected context · Read-only unless follow-up actions are selected
Persona Selling Agent
Suggests messaging adapted to configured buyer personas
partialRequires: None for drafting
Persona inference requires review · Human review required
Sales Development Agent
Builds training programs with graded AI roleplay
availableRequires: None
Training quality depends on supplied company material · Manager review recommended
Sales Rep Digital Twin Agent
Generates reviewable selling guidance from approved rep material
betaRequires: Calling/mailbox depending on use
Does not independently inherit a rep’s authority · Approval required for external actions
Social Content Studio Agent
Creates and schedules reviewed social posts
availableRequires: Selected social account
Publishing requires a healthy user-owned account · Explicit publication approval
Full transparency

Watch every move.
Approve any step.

The Agent Console shows every action, draft and decision in real time. Run agents fully autonomous, or keep a human approval gate on any step you choose.

Playbook training on your calls, docs & wins
Human-in-the-loop approvals per action type
Guardrails: tone, claims, discount limits
Full audit trail synced to the CRM timeline
Agent console
How it works

From cold name to booked call, with governed execution.

01

Find & Enrich

Lead Search & Enrichment builds and verifies account lists matched to your ICP.

02

Engage

Email, LinkedIn and outbound calling agents run personalized outreach.

03

Qualify

Receptionist and calling agents qualify buyers and transfer hot prospects.

04

Close & Follow Up

Pre-call briefs, notes, presentations and follow-up stay CRM-logged.

One command center, shared memory

21
specialized workflows in the command center
User-scoped
connections and operating context
Evidence-backed
trace for Studio agent actions
AGENTS ACT ACROSS

Open the command center.

Start free, connect your CRM and inbox, and run your first agent on real leads today.

Sign Up
Free Plan Available · No Credit Card Required · Cancel Anytime