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Documentation Index

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The Sales agent handles outbound sequences and inbound reply triage for brands running a B2B or higher-touch motion. It connects to your CRM (today: HubSpot) and your sending domain.

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What it does

The Sales agent reads your pipeline state from your CRM, watches inbound replies on outbound threads, and drafts the next-step touchpoint. It runs in two modes: scheduled outbound (drafting today’s sends against an ICP target list) and reactive (drafting follow-ups when a lead replies, books a meeting, or goes cold).

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What it proposes

  • Draft outbound — email or LinkedIn touch against a target list, tuned to the brand voice from Memory.
  • Draft follow-up — when a reply lands, the agent classifies intent (interested / objecting / out-of-office / unsubscribe) and drafts the matching follow-up.
  • Book meeting — when an intent classifier hits “wants to meet”, drafts a calendar-link or meeting-offer reply.
  • Mark deal at risk — when a deal in your pipeline goes quiet past its expected next-touch window, flags it for your attention.

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What you approve

Every drafted send (email or LinkedIn) goes through the Inbox before it leaves your domain. You approve, edit, or reject. Approved sends write back through your CRM so the activity is logged where the rest of your sales motion lives.

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What the Brain learns

Reply-rate patterns by send time, subject-line shapes that get opened, classifications that the operator overrode (which retrains the classifier), and ICP signals worth re-using.
Sales agent depth varies by workspace. If you’re not running a B2B outbound motion today, the agent stays dormant — no proposals, no usage.

Open the Sales surface

See your pipeline.