AI sales agent automation that answers while the lead is still warm
Most inbound goes cold in the gap between the form submission and the first human reply. A sales agent closes that gap: it qualifies against your criteria, enriches from sources your team already trusts, books the meeting, and gives the rep a briefing rather than a lead ID.
Example agent run, run · inbound-qualification-agent. plan: 4 steps identified. tool call: hubspot.get_contact(id="8842"). result: ICP match, 62 employees, no owner. approval: send outreach?. approved: by sales@client.com. tool call: calendar.propose_slots(...).
How this work happens today
The first reply arrives the next morning
A form comes in at four in the afternoon. It gets picked up the following day, by which point the buyer has filled in two other forms and spoken to whoever answered first. The lead was not lost on quality, it was lost on latency.
Enrichment is a browser tab problem
A rep opens the company site, then LinkedIn, then the CRM to check whether anyone has spoken to this account before. It takes eight minutes per lead and gets skipped entirely on a busy day, which is exactly when volume is highest.
The handoff loses the context
What reaches the rep is a name, a company and a form field. Everything learned during qualification stays in the qualifier’s head, so the first call starts by asking the buyer questions they have already answered.
What a sales agent actually does
It works the top of your funnel on your rules, at the speed inbound actually arrives, and it stops before anything reaches a customer unreviewed.
Qualify against your criteria, not a generic score
You define what a good fit looks like in plain language: company size, sector, the phrases that signal real intent, the ones that signal a student project. The agent applies those consistently at two in the morning and at two in the afternoon.
Enrich from sources your team already trusts
The agent gathers what a rep would gather, from the same places, and cites where each fact came from. If a claim is not supported by a source, it says so rather than filling the gap with something plausible.
Check whether you already know this account
Before anything goes out, the agent looks for existing contacts, open deals and past conversations. Nothing is worse than cold outreach to a company your colleague is already mid negotiation with.
Book the meeting without the scheduling loop
It proposes times that work against real calendar availability and ownership rules, then confirms. The back and forth that usually takes three emails takes one.
Hand the rep something worth reading
The briefing says who the company is, what they asked for, what the agent verified, what it could not verify, and the two questions worth opening with. Reps use it because it saves them the eight minutes they were going to spend anyway.
Nothing reaches a customer without a person seeing it
Outbound messages are the irreversible action in a sales workflow, so they sit behind an approval gate like any other write. The agent drafts, the gate holds, a person reads and sends. Teams that start here almost always relax the gate for one specific message type once they have watched a few hundred drafts, and keep it for everything else. That decision stays yours, and it is a config change rather than a rebuild.
How approval gates workWhat it connects to
Connectors ship behind feature flags, staged and reversible. Everything runs end to end in demo mode before a single live key is issued.
- HubSpot
- Salesforce
- Pipedrive
- Google Calendar
- Outlook
- Slack
- Gmail
- Webhooks
Where to go next
Questions about this
Will it send emails pretending to be a person?
Not unless you ask it to, and we would push back if you did. Our default is that a named person sends every message after reviewing it. Buyers work out what is automated faster than most teams expect, and recovering from that costs more than the time it saved.
How does it handle a lead it is unsure about?
Does this replace our SDRs?
Can it work with our existing CRM fields?
Show us an hour of your inbound
We will walk through what an agent would have done with each lead, including the ones it should refuse to touch.