AI Sales Agent
A first line for your sales team: it answers every inbound lead instantly, qualifies it with the questions your team defines, logs the outcome in your CRM, then routes ready buyers to the right rep — across your website, WhatsApp and email.
Where the agent works in your sales cycle
- 1
Instant pickup
Answers every inbound enquiry from your site, WhatsApp or email the moment it lands — no waiting for business hours.
- 2
Qualification
Asks the qualifying questions you define (need, budget, timeline, decision authority) inside a natural conversation.
- 3
CRM logging
Creates or updates the lead record and writes the conversation summary and answers into the right fields.
- 4
Routing or booking
Hands qualified buyers to the right rep with a clear summary, or books a meeting on the calendar directly.
- 5
Follow-up
Follows up with unresponsive leads under rules you set, and stops as soon as a rep steps in.
Lead qualification on your own rules
There is no single qualification model that fits every business. You write your criteria in plain language and the agent applies them in every conversation: what counts as qualified, which questions are mandatory, and which cases must be escalated to a human immediately.
Consistent qualifying questions
Budget, need, timeline and decision authority — in the order and wording you choose.
Clear classification
Every conversation is classified against your criteria with a written summary explaining why.
Boundaries and escalation
Explicit rules for what must go to a rep immediately, with the full transcript handed over.
Grounded in your product
Answers from your documents, pricing and approved policies — not generic information.
CRM and sales tool integration
An agent that does not write into your systems is just a conversation. Connect it to your team's tools so it updates lead records, books meetings, and logs every step where it belongs.
Browse all supported integrations on the platform.
Sales agents for different sales motions
A sales cycle differs between products, services and subscriptions. Browse the sales agent family and pick the closest fit for your model.
Frequently asked questions
What is an AI sales agent?
An AI sales agent works inside your sales cycle: it picks up an inbound lead the moment it arrives, asks the qualifying questions your team defines, records the answers in your CRM, then either continues the conversation or hands over to a human rep based on your rules.
How does it qualify leads?
You define your qualification criteria — budget, company size, timeline, decision authority — and the agent asks them naturally in conversation, scores the lead from the answers, and writes a clear handover summary for the rep.
Does it integrate with our CRM?
Yes. The agent can be connected to systems such as HubSpot and Salesforce, along with the other integrations available on the platform, to create or update the contact record and log the conversation.
When does a human rep take over?
You set the boundaries: which request types, deal sizes or sensitive questions must be escalated immediately, with the full conversation history passed to the rep.
Which channels does the sales agent work on?
It runs on the channels you connect — your website, WhatsApp and email — using the same instructions and knowledge across all of them.
Start qualifying your leads automatically
Describe your sales cycle and qualification criteria, connect your CRM, then launch the agent.