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Sales Team

Agents that coordinate lead qualification and follow-up

A team of agents coordinated by a team management agent to qualify leads, schedule meetings, and keep the CRM updated within the permissions you define.

Goal: Create and follow up on qualified sales opportunities

Agents in this team

  • Team Management Agent
    Organizes team priorities and assigns tasks to the right agents.
  • Market Research Agent
    Gathers company and lead information before outreach.
  • Lead Qualification Agent
    Filters and scores every new lead on arrival.
  • Outreach Agent
    Starts first contact and proposes suitable times.
  • Follow-up Agent
    Re-engages leads who haven't responded with tailored messages.
  • CRM Update Agent
    Updates the opportunity record after every interaction.

How this team works

Team Management Agent receives the request and coordinates the specialized agents to reach the result, within the permissions you define.

Business requestTeam Management AgentSpecialized agentsConnected tools & dataActions & approvalsResult

What this team can do

  • Qualify new leads
  • Schedule sales meetings
  • Follow up on cold leads
  • Update CRM records

Example workflow

Trigger

A new lead submits the contact form on your website.

  1. 1The Lead Qualification Agent scores the lead against your criteria and flags it as qualified.
  2. 2The Market Research Agent gathers basic company information to give context for outreach.
  3. 3The Outreach Agent drafts a first message and proposes meeting times, sent via WhatsApp or email within the permissions you've set.
  4. 4If the lead responds, the Team Management Agent hands off to the Follow-up Agent to continue the conversation.
  5. 5The CRM Update Agent logs every step in HubSpot or Salesforce.
Approval: You can require human approval before any outbound message sends, or let qualified outreach run automatically — your choice.
Result

A qualified meeting is booked on your calendar, and the CRM record reflects the full interaction history.

Metrics you can monitor

  • Qualified leads created
  • Meetings booked
  • Follow-up response rate

Results vary based on agent configuration, data quality, and connected applications.