Prep without the scramble
A short brief on every account before the meeting, built from your CRM, email and notes.
AI agents for Sales
Walk into every call ready.
Agents research accounts, keep the CRM current and draft proposals. Reps sell, and nothing reaches a customer without review.
More time selling, less time updating.
A CRM people trust
Notes, next steps and stage changes are logged after each meeting, and every change is visible.
Proposals with guardrails
Discounts above your threshold and anything sent to a customer wait for a sales leader.
Account briefs before every call
Before a meeting, an agent pulls the account history, open deals, recent emails and notes into one short brief in a shared thread.
- History, contacts and open deals
- Recent emails and call notes
- Ready before the meeting starts
PR RR FN LG
PR
Procurement
Compare the new renewal against last year and flag anything risky.
RR
Renewal agent
I found pricing, legal, and support deltas. Evidence is attached.
FN
Finance
Approved if the expansion stays below the budget cap.
SW
System
External send is waiting for final approval.
CRM updates after every meeting
After a call, the agent logs notes, next steps and stage changes in the CRM. The run trace shows exactly what changed.
- 09:41 Request classified
- 09:43 Scope checked
- 09:48 Evidence gathered
- 10:02 Approval waiting
Artifacts Contract delta.pdf Spend summary.csv Recommendation.md
Proposal drafts with approval
The agent assembles a proposal from your approved templates and pricing. Discounts above the limit and external sends pause for a sales leader.
Approval required
Send renewal recommendation to vendor owner
Includes business context, evidence, risk flags, and action history.
Customer-impactingExternal communicationFinancial threshold
Approve Edit Escalate
Follow ups that never slip
Scheduled tasks check for deals with no next step and draft the follow up, so nothing goes quiet.
Mon Tue Wed Thu Fri
Daily Executive brief
Runs, pauses for review when needed, and ships an artifact.
Weekly Pipeline review
Runs, pauses for review when needed, and ships an artifact.
Event Renewal risk alert
Runs, pauses for review when needed, and ships an artifact.
Template library
Start from a Sales template.
Ready made workflows for Sales teams. Each one comes with its steps, an agent setup, approval rules and the skills it needs.
- Sales template
Account brief before calls
- Workflow steps
- Agent setup
- Approval rules
- Skills
A person approves: nothing sent externally
- Sales template
CRM update after meetings
- Workflow steps
- Agent setup
- Approval rules
- Skills
A person approves: stage changes logged
- Sales template
Proposal with discount check
- Workflow steps
- Agent setup
- Approval rules
- Skills
A person approves: discounts above threshold
Getting started
How Sales teams get started.
-
Pick one workflow
Start with a real sales workflow that repeats every week.
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Connect your tools
Agents work inside Salesforce, HubSpot, Gmail, Google Calendar and Slack.
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Set the rules
Choose what the agent may do alone and what waits for a person.
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Start with review
A person checks the work at first. Give the agent more room as it earns trust.
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Expand what works
Add the next workflow, or bring the same setup to another team.
Every feature runs inside the same six controls.
Identity, access, approvals, supervision, audit and policy apply to every agent and every run, whichever part of the workspace it happens in.
See governance and audit- Identity
- Access
- Approvals
- Supervision
- Audit
- Policy
Built for every team
FAQ
AI agents for Sales: questions and answers
Short answers to what sales teams ask before they start.
Contact us directlyWill the agent email prospects on its own?
Only if you allow it. Most teams start with drafts that a rep reviews and sends, then let routine follow ups go out once they trust the agent.
Can it update our CRM?
Yes, inside the permissions you set. Every field it changes is recorded in the run trace.
What always stays with a person?
Pricing exceptions, discounts above your threshold and anything sent to a customer. You can add more rules at any time.
Which tools does it work with?
Common tools for sales teams include Salesforce, HubSpot, Gmail, Google Calendar and Slack. Ask us about the tools your team uses.
Do we need engineers to set this up?
No. During early access we configure and deploy your first workflows directly with your team.
The multiplayer workspace for humans and AI agents is how teams move beyond prompting and safely hand AI real work. It gives people one place to plan, approve, and oversee execution, so they can run work with AI agents they can govern and trust.