Sales

Sales & Marketing

Agents prepare briefings, update records, and support outreach with better data. Close deals faster with AI-assisted workflow automation.

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What agents can do

Meeting preparation

Research prospects, compile relevant information, and prepare briefing documents before calls.

CRM maintenance

Update records automatically based on emails, calls, and meeting notes.

Lead research

Gather information about companies and contacts from multiple sources.

Outreach support

Draft personalized messages, follow-up reminders, and proposal sections.

Typical results

Less time on admin, more time selling

Better prepared for customer conversations

Cleaner CRM data with less manual entry

Faster response times to leads

Use case example

A sales team spends hours researching prospects before meetings. Agents compile company information, recent news, and relevant context automatically — giving reps 30 minutes back per meeting.