Prospecting agents
Research accounts and buying signals, identify relevant contacts and prepare context for outreach.
Explore prospecting →THE WORLD OF AI SALES AGENTS
AI sales agents.
Less busywork.
More selling.
Explore intelligent software agents that research prospects, qualify leads and move revenue workflows forward.
Prospecting · Lead qualification · Outreach · CRM automation
FROM RESEARCH TO REVENUE ACTION
Specialised agents.
Connected work.
AI sales agents combine instructions, business context and software tools to carry out defined sales tasks. Start with the workflow you want to improve.
Qualification agents
Gather information, assess fit against defined criteria and prepare a useful handover for a sales conversation.
Explore qualification →Revenue workflow agents
Prepare follow-ups, organise meeting context and help keep customer records and next steps current.
Explore execution →THE AI-AGENT CAPACITY PLANNER
Make the opportunity
measurable.
Model task volume, completion, review time and software cost. See how exceptions and oversight affect the capacity an AI workflow could release.
Build an AI-agent scenario →ILLUSTRATIVE MONTHLY INPUTS
1,000 workflow tasks80% completion*25% reviewed*
Modelled capacity released142 hours / month
*Editable assumptions. Example calculation, not a measured AI benchmark.
A WORKING PLANNING DEMONSTRATION
Give the agent
a clear job.
Choose a sales task, define its inputs and explore the handoffs. Our Workflow Studio builds an illustrative plan you can download.
Trigger
A new lead, an account signal or a completed meeting starts the work.
Context
The agent uses approved customer, product and account information.
Action
Research, qualification or drafting produces a defined output.
Handover
Review and exceptions go to a named owner before the next step.
RESEARCH & INTELLIGENCE
Understand the capability.
Check the evidence.
From a prompt to a sales workflow
What official agent documentation reveals about audience, context and permitted actions.
Read the field note →Context makes the difference
Why CRM records, product information and software connections shape an agent’s usefulness.
Read the field note →Measure the whole workflow
Count review time, exceptions and software costs alongside completed tasks.
Read the field note →EXPLORE YOUR AI SALES WORKFLOW
What could your
next sales agent do?
Create an agent workflow →Research the options. Test the assumptions. Build a clearer brief.