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Documentation Index

Fetch the complete documentation index at: https://docs.meshpilot.app/llms.txt

Use this file to discover all available pages before exploring further.

The Sales surface shows the operator’s pipeline and the Sales agent’s outbound activity. It mirrors enough of your CRM (today: HubSpot) to answer the daily question — is my pipeline moving? — without bouncing to the source tool.

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The KPI strip

Open pipeline value

Deals at risk

Meetings booked / replies

Pending sales proposals

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Secondary modules

  • Pipeline view — stage-by-stage rollup of your active deals.
  • Deals table — sortable, filterable, with an Open in HubSpot link-out on every row.
  • Recent Sales-agent actions — drafted emails, drafted LinkedIn touches, proposed follow-ups, classified replies.

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How the Sales agent uses this surface

The Sales agent drafts outbound touchpoints (email and, optionally, LinkedIn), reads inbound replies, and proposes follow-ups. Everything it drafts lands in the Inbox before it leaves your CRM.
Sales agent depth varies by workspace. If you’re not running outbound today, the surface still loads — it just shows empty states until a Sales workflow is configured.

Open Sales

See your pipeline.