AI Sales Agents

Autonomous agents that handle prospecting, follow-ups, and more. 14 agents available.

Role:

Meeting Prep Agent

Autonomous agent that researches accounts, maps stakeholders, and generates complete meeting briefs before every call.

research

Lead Research Agent

Autonomous prospect research agent that enriches leads with firmographic data, buying signals, and personalized outreach angles.

researchprospecting

Competitor Watchlist Agent

Daily scan for competitor mentions, product launches, funding, and hiring patterns — delivered as a 5-minute morning brief.

researchanalytics

Buying Signal Detector Agent

Daily scan across job postings, funding events, tech stack changes, and executive moves to surface high-intent accounts worth outbound.

researchanalytics

Win/Loss Synthesis Agent

Monthly synthesis of won and lost deals — patterns, competitive themes, and specific changes to ICP, pricing, or messaging.

researchanalytics

Battlecard Refresh Agent

Weekly battlecard update using recent win/loss call data — refreshes objections, competitive differentiators, and proof points that actually work.

researchcoaching

Content Gap Agent

Extracts the specific "I wish we had X" moments from sales calls and routes them to the content team as structured Notion tickets.

researchautomation

Feature Request + VoC Agent

Dual-mode agent that extracts atomic feature requests from support tickets and community posts, then synthesizes themes monthly — never from call transcripts.

researchautomation

Competitive Intel Feed Agent

Routes every competitor mention from sales calls and CRM loss reasons to PMM as a structured intel item — not a wall of transcript clips.

researchautomation

Win/Loss Reason Tagger Agent

Tags every closed-lost deal with a product-relevant category — missing feature, UX friction, integration gap — and writes the tag back to Salesforce.

researchanalytics

Reference Customer Finder Agent

Surfaces the customers most likely to take a reference call — using NPS, recent CSM sentiment, public advocacy, and call-readiness signals.

researchpost-meeting

Beta Candidate Finder Agent

Surfaces customers whose use case fits an upcoming beta — drawn from CSM call notes, support history, and product-usage joins.

researchpost-meeting

SDR Daily Plan Agent

Morning brief for every SDR with the top 10 leads to call today, ranked by ICP score, fresh buying signals, and prior-touch context — delivered by 7:30 AM.

prospectingresearch

Sales Hire Sourcing Agent

Sources SDR and AE candidates from LinkedIn matching the company's ICP-of-hire and writes them into Greenhouse or Lever — owned by the VP Sales, not Head of People.

researchautomation