Role context
Built for teams running sales workflows at speed with accountability.
AI Sales Rep
Lead qualification, CRM updates & outbound sequences
About this agent
The AI Sales Rep keeps your pipeline full and your CRM clean. It scores and qualifies inbound leads against your ICP, crafts personalised outbound email sequences, updates Salesforce or HubSpot after every interaction, and produces competitive-analysis briefs so reps walk into every call prepared. Follow-up never falls through the cracks.
Best for
Teams that need consistent execution for Qualify inbound leads against ICP criteria without adding headcount.
What changes after rollout
Repetitive work shifts to this role, while your core team focuses on high-value planning and decisions.
Typical first week with this agent
Day 1
Connected and configured
Connected to your Salesforce stack with role-specific settings.
Day 2
First execution run
Completed an initial Qualify inbound leads against ICP criteria run with review-ready output.
Day 3-4
Feedback loop
Incorporates team comments and adapts behavior to your standards.
Day 5-7
Production rhythm
Consistent task throughput with measurable hours saved.
What it handles
- Qualify inbound leads against ICP criteria
- Draft personalised outbound email sequences
- Update CRM records after every touchpoint
- Produce competitive analysis briefs before calls