Sales Agent

The Sales Agent manages leads, qualifies opportunities, and automates sales follow-ups.

Available on Growth and Scale plans.

Capabilities

  • **Lead Qualification** — Scores and prioritizes incoming leads
  • **Pipeline Management** — Tracks opportunities through your sales stages
  • **Automated Follow-ups** — Sends timely follow-up emails
  • **Meeting Scheduling** — Coordinates meeting times with prospects

    • Governance

  • Send follow-up email: Auto-approve
  • Update lead status: Auto-approve
  • Create discount offer: Requires approval