Sales agents
Give every opportunity consistent follow-up.
Agents call, email, qualify, follow up and book meetings using real customer context and clearly defined commercial boundaries. What they cannot do is negotiate, discount beyond a limit, or commit the company to anything — and when a conversation reaches one of those, a person gets it with everything already established.
Agents handle the repetition. People handle the relationship.
The work worth removing is research, admin, remembering and routine follow-up. The work worth protecting is judgement, negotiation and the relationship itself — and this product is designed around that split rather than around replacing anybody.
Authority is enforced by the platform, not the prompt
“Never offer more than 5%” in a system prompt is a preference. The refusal has to happen at the point the offer is made, or it is not a limit.
A handoff carries everything
The transcript, the browsing history, the competitor quote, what was already offered and declined. A person picking up a conversation should never have to ask a customer something the customer has already said.
In this area
6 pages under AI sales agents.
Each one is its own surface in the product, and each one is here because it does something the others do not.
Agent profile
What it may say, offer and commit to — on one page.
ReadHuman handoff
Everything discussed transfers with the conversation.
ReadCommercial authority
Standard pricing, a discount ceiling, and a hard stop.
ReadApprovals
A discount request with the reasoning attached.
ReadCommunication policy
Hours, disclosure, attempts, opt-outs, consent — enforced.
ReadCommercial promises
“I'll send that tomorrow”, captured and tracked.
ReadThe rest of the platform
This is one part of one loop.
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
Agents identify themselves on every call · Nothing commits without you · [email protected]