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Sales Agent

The first business to reply usually wins the job. The Sales Agent answers new enquiries within minutes, asks your qualifying questions, books the call and keeps following up until the lead replies, so no lead goes cold because someone forgot.

LEAD-ACTIVITY.TXT
Pipeline: new leads (example)
Period: today

NEW LEADS  14
REPLIED    all 14, within minutes
QUALIFIED 9 answered your questions
BOOKED    4 calls on your calendar
FOLLOWING 6 waiting on a reply

Needs you (2): a quote for a large order, a lead asking for a discount
ILLUSTRATIVE EXAMPLE, NOT A CLIENT REPORT

What it does

Six jobs it takes off your plate.

Replies in minutes

Every new enquiry gets a personal answer, at any hour.

Asks your questions

Qualifies leads with the questions you would ask, and notes the answers.

Books the call

Offers times from your calendar and confirms the booking.

Follows up

Keeps in touch until the lead replies, in your voice and on your schedule.

Updates your CRM

Logs every message, answer and booking without anyone typing.

Tells you what’s hot

Alerts you the moment a lead is ready to talk.

Where it fits

Used in these solutions.

Most engagements combine two or three workers. This one is part of:

You stay in control

You choose how much freedom it gets.

Every worker runs in one of three modes, set task by task. Everything it does is logged, and you can pause it at any time.

Draft

It prepares the work and hands it to you. Nothing goes out without your say-so. Every new build starts here.

Approve

It does the task after your one-click OK. You review a short list in minutes.

Autopilot

It handles the task on its own, inside limits you set. Anything unusual still comes to you.

No rip and replace

Works inside the tools you already use.

Plus your industry software and almost anything with an API. How we handle access and data.

HubSpotSalesforcePipedriveGoHighLevelGmailOutlookGoogle CalendarTwilio

FAQ

Questions about the Sales Agent.

Will leads feel they’re talking to a robot?

Messages follow your tone and wording, and you review them first in Draft mode. We adjust until they sound like your team.

Does it respect opt-outs?

Yes. Anyone who asks to stop is left alone, and your contact rules are built into the worker.

Who sends the quote?

You do. The Sales Agent can prepare it, but quotes wait for your approval before they go out.

Ready when you are

Put the Sales Agent inside your process.

We’ll map where it fits, connect it to your tools and test it on live work, with you approving every step.