FOR SALES TEAMS

High-conversion sales operations, powered by agents

Auto-qualify every lead, respond in real time, and continuously coach reps with agentic workflows across inbound, outbound, and sales QA
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29% Increase in pipeline velocity
From teams automating follow-ups, deal insights, and decision support.
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What should reps focus on today?

Agentic Products for Sales

Four-step sales process illustration: Lead Intake capturing inbound interactions, Noise Filtering removing junk and duplicates, Intent Classification identifying sales intent, and Sales Handoff delivering only qualified leads to reps.
Agentic Lead Qualifier
Problem

Inbound leads across channels are cluttered with junk, duplicates, vendors, and job seekers, delaying sales response.

Agentic Workflow

Agent screens, deduplicates, and classifies every inbound interaction in real time before human handoff.

Impact

Only qualified, high-intent leads reach sales, cutting junk to under 10% and freeing reps to sell.

Four-step sales process: Lead Arrival with inbound leads detected, Instant Engagement with real-time responses, Detail Collection gathering missing information, Meeting or Handoff booking leads or routing to sales.
Lead Engagement Specialist
Problem

Sales teams struggle to respond quickly to inbound volume across web, WhatsApp, email, and calls.

Agentic Workflow

Always-on agent responds instantly, answers FAQs, collects missing details, and books meetings into CRM.

Impact

Faster first response, lower drop-offs, and more leads progressing to sales-accepted opportunities.

Four-step process flow with icons and text: Question Intake - Sales questions are captured; Data Unification - CRM and interaction data connect; Insight Generation - Funnel gaps and drivers surface; Decision Support - Recommendations guide action.
Sales Business Analyst
Problem

Sales leaders lack a unified, real-time view of funnel quality, rep productivity, and missed opportunities.

Agentic Workflow

Agent synthesizes CRM, telephony, and communication data to surface insights and recommendations.

Impact

Evidence-based decisions on channel spend, capacity, training, and pipeline optimization.

Four-step sales process with labeled blocks: Context Intake — Account and interaction history load; Signal Detection — Upsell and cross-sell cues appear; Offer Recommendation — Next-best actions are suggested; Revenue Capture — Reps act with confidence.
Agentic Upsell & Cross-Sell
Problem

Reps miss contextual upsell and cross-sell signals buried in past interactions and notes.

Agentic Workflow

Agent analyzes conversation history and account data to suggest next-best offers in real time.

Impact

Higher revenue per customer and improved product penetration without increasing headcount.

Four stacked rounded rectangles with icons and text describing sales support steps: Call Capture, Quality Assessment, Pattern Detection, and Coaching Delivery.
Sales Audit and Sales Coach
Problem

Traditional QA samples too few calls, missing patterns that affect conversion and compliance.

Agentic Workflow

Agent audits 100% of calls for quality and compliance, feeding insights to a personalized sales coach.

IMpact

Targeted coaching for every rep, consistent messaging, and continuous conversion improvement.

Flowchart showing four business steps: Query Intake capturing rep questions, Knowledge Retrieval surfacing product and policy content, Scenario Guidance supporting live selling scenarios, and Rep Enablement improving confidence and accuracy.
Personal Coach for Product and Policy
Problem

Reps struggle to stay current on new products and policies, leading to errors and hesitation.

Agentic Workflow

On-demand coach answers questions, simulates scenarios, and reinforces key messages during live selling.

IMpact

Faster ramp-up, fewer errors, and greater confidence in customer conversations.

Flowchart showing four steps: RFI Intake with central request capture, Context Assembly loading deal and product context, Draft Generation preparing responses for review, and Submission Support speeding RFIs.
RFI Manager
Problem

Manual RFI handling is slow and inconsistent, causing delays and lost momentum in deals.

Agentic Workflow

Agent drafts precise, context-aware RFI responses from CRM and knowledge bases for review.

Impact

Faster, higher-quality responses that improve win rates and stakeholder confidence.

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INTEGRATIONS

From lead chaos to controlled, high-intent selling

A large insurer received heavy inbound volume across web, WhatsApp, email, and call centers—nearly 70% junk.

A multi-agent workflow qualified every interaction before human handoff and paired reps with 100% call audit and coaching. Sales teams focused only on high-intent leads, improving speed and conversion quality.
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70→10%
Junk leads eliminated before handoff