Sales operations
AI Sales Agents
Research, qualify and prepare the next sales action, with your team in control of every prospect-facing message.
What it does
Account research
Build source-linked account briefs from approved business information. Missing evidence stays unknown.
Qualification & routing
Apply agreed qualification criteria and prepare the right owner, next step and meeting context.
Outreach preparation
Draft tailored messages for individual human review. Approval is required before a prospect receives AI-generated outreach.
How we deliver
- 1
Phase 1
Map your pipeline stages, qualification rules and approved data sources.
- 2
Phase 2
Configure agent tools, record access and mandatory message-review checkpoints.
- 3
Phase 3
Start with a bounded account set under an embedded AI developer on a one-year engagement, then evaluate accuracy and handoff quality.
What you receive
- Pipeline workflow and ownership map
- Agent configuration and approved integration scope
- Qualification rubric and outreach-review process
- Engagement evaluation and operating handover
How we measure success
Track research completeness, qualification accuracy, review turnaround and meeting conversion against your baseline.
Built-in boundaries
No autonomous prospect messaging, fabricated contact details or unsupported revenue projections. CRM and email connections are scoped to the engagement.
Common questions
Straight answers before you book.
Let's scope your ai sales agents.
Bring your workflow. We map where AI fits, what it takes to build and what it could cost.