CUSTOM AGENT EXAMPLES

AI Sales Agents

AI agent examples for sales workflows

Use these examples to show us what you have in mind. We then customize the agent around your company, systems and operating rules.

L

✓ Agent exampleSales

LeadForge AI

Lead Generation Agent

Researches target companies, structures lead lists and prepares enrichment tasks.

Lead researchICP matchingCompany research

Customized for your workflowLearn More

S

✓ Agent exampleSales

SDRPilot AI

AI SDR Agent

Plans personalized outbound sequences, qualification steps and follow-up tasks for sales teams.

ProspectingQualificationSequence drafting

Customized for your workflowLearn More

A

✓ Agent exampleSales

AccountIntel AI

Sales Research Agent

Creates account briefs, buying-signal summaries and stakeholder research for sales teams.

Account researchStakeholder mappingBriefing

Customized for your workflowLearn More

F

✓ Agent exampleSales

FollowUp AI

Sales Follow-Up Agent

Tracks next actions and prepares timely context-aware follow-ups for open opportunities.

Follow-up planningDraftingTask reminders

Customized for your workflowLearn More

P

✓ Agent exampleSales

Pipeline AI

CRM Operations Agent

Keeps sales records structured, summarizes activity and identifies missing next steps.

CRM hygieneOpportunity summariesNext-step checks

Customized for your workflowLearn More