Use case · AI Sales Agent
Score and route inbound leads
New leads arrive faster than anyone can research them. The AI Sales Agent looks each one up, scores it against your criteria and suggests who should own it.
Last updated 6 October 2026
The problem
The best leads go cold while they wait in a list, and reps waste time on leads that were never a fit.
How the AI Sales Agent does it
- 01
A lead arrives in the CRM
From a form, a demo request or an import.
- 02
It researches the company
Size, industry and recent signals from the web, with sources.
- 03
It scores the fit
Against the ideal customer profile you write down.
- 04
It suggests the owner
The routing change waits for your sales manager's approval.
Example
“Score this morning's leads.”
AI Sales Agent
Fabrikam (300 people, SaaS): strong fit, suggest Alex. Solo consultant: weak fit, nurture.Guardrails
- Scores show their reasons and sources.
- Owner changes are approved by a person.
Works with
HubSpotSalesforceWeb searchSlack
See the AI Sales Agent do this with your own tools.
Book a demoQuestions
Does it buy contact data?
No. It uses your CRM and the public web.
Related
A brief before every sales call
Every morning the AI Sales Agent writes a brief for each external meeting: who's attending, the deal history from your CRM, recent news with sources, and questions to ask.
Keep the CRM up to date without the admin
The AI Sales Agent proposes CRM updates from meeting notes, fills missing fields, creates next-step tasks and flags deals that have gone quiet, with the deal owner approving each change.
Meet the AI Sales Agent
Account research, lead qualification, CRM upkeep and follow-up drafts for your reps.
Hire your first AI employee
Tell us which team needs one, and we'll show you how it works with your tools.