Sales Assistant Agent
Pipeline and follow-up specialist
Qualifies inbound leads against your criteria, keeps pipeline records current and drafts the next follow-up for a rep to send.
A sample-data demonstration workflow is available. Live execution needs more configuration.
What this agent is for
Keep the pipeline clean and the follow-up cadence consistent without letting an agent send external messages on its own.
Capabilities
- Lead qualification against written criteria
- Pipeline hygiene and stage recommendations
- Follow-up email and call-note drafting
- Account research briefs before a call
- Win/loss pattern summaries
Inputs it needs from you
- Lead or account record
- Qualification criteria
- Recent activity history
Outputs it produces
- Lead score with reasoning
- Suggested next step
- Draft follow-up message
- Pipeline change list
Industries
- Professional services
- Retail
- Technology
- Logistics
- Manufacturing
- Real estate
How This AI Agent Works
The published process for this agent: what triggers it, what it validates, which approved tools it calls, where a human approves and what it delivers.
Lead qualification and outreach workflow
From a new lead to an approved outreach message and a CRM update.
Saved with the run so the recorded execution trail shows what was asked. Demonstration runs use sample data. They do not touch your systems.
Public visitors can preview the structure and inspect every node. Labelled demonstrations and live runs require a signed-in account with configured providers.
Workflow summary as a text list
- 1. New lead: Trigger. A lead arrives from a form, import or CRM webhook.
- 2. Validate contact: Validation. Check required fields, duplicates and consent status.
- 3. Enrich lead: Approved tool. Look up firmographic context from approved research sources.
- 4. Score opportunity: AI agent. Rank fit and intent with an explainable score.
- 5. Draft outreach: AI agent. Write a personalised first message and follow-up sequence.
- 6. Salesperson approval: Human approval. The owning salesperson approves or edits before anything is sent. Human approval required.
- 7. Send message and update CRM: Action. Send the approved message and write the activity back to the CRM.
- 8. Pipeline update: Output. Scored lead, approved message and CRM activity record.
- 9. Track response: Monitoring. Watch replies and stage changes for the sequenced lead.
Approval gate: Salesperson approval. Deliverable: Table.
Workflow audit for this page
| Template ID | Nodes | Approval node | Output type | Preview | Demo | Live | Mobile test |
|---|---|---|---|---|---|---|---|
| sales-assistant | 9 | Yes. Policy: always | Table | Available | Available (signed in) | Available via Studio · requires ai_provider | Verified at 390px |
Demonstration runs are stored and replayed from recorded events. Live runs execute server-side in the Studio and only start when the listed integrations report healthy.
Ask this agent team a question
Ask the live agents
Describe the problem in your own words. We classify the industry, assign specialist agents, and you watch the workflow run and produce the visual deliverables — maps, dashboards, charts, tables and reports — instead of one block of text.
Demo mode uses clearly labelled sample data — never presented as verified.
Assigned specialists
Industry detected from your wording
- Requirement validation agent
- Analysis agent
- Quality and citation reviewer
Deliverables planned
Workflow the run follows
- 1. User request
- 2. Requirement validation
- 3. Industry classification
- 4. Specialist agent selection
- 5. Data and file collection
- 6. Tool authorisation
- 7. Execution plan
- 8. Multi-agent collaboration
- 9. Analysis or generation
- 10. Quality validation
- 11. Human approval
- 12. Visual deliverables
- 13. Monitoring and audit
Ready to scope your AI initiative?
Share your objective and constraints. A specialist reviews every request before any recommendation is issued.