Interactive case study
AI Sales Agent
Engage inbound prospects quickly and route the right opportunities to sales.
Watch AI enrich a prospect, evaluate intent and fit, prepare outreach, and keep low-confidence decisions under human control.
Interactive case study
Qualify an inbound prospect
Choose a prospect profile and follow qualification to the next action.
Inbound prospect
We need workflow automation for 300 employees across three regions this quarter.
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- Source
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- AI analysis
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- Confidence
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- Decision
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Result
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Illustrative demo only - no real customer data is used.
01
Strong prospects cool down while sales reviews every lead manually.
Reps spend time researching and sorting leads before knowing which conversations matter.
02
A controlled AI sales workflow
AI prepares context and outreach while transparent rules determine ownership and action.
Capture lead
Collect form, email, campaign, and consent data.
Enrich
Add approved company and CRM context.
Qualify
Assess intent, fit, urgency, and completeness.
Route
Choose sales, nurture, or clarification.
Engage
Draft outreach and create the CRM action.
03
Qualification and outreach remain governed
Consent, account ownership, confidence, and message approval rules prevent unsafe outreach.
04
Expected sales impact
Sales reaches high-intent prospects sooner without manually researching every request.
Adapt the agent to your sales motion
Connect website forms, email, CRM, enrichment sources, calendars, and team notifications.