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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.