Every one of them works inside Slack or Microsoft Teams, alongside the reps you already have. Nothing about how your team sells has to change. Open any one to see the problem it solves and what you get instead.
These are the building blocks, not a menu you have to pick from. We start with the ones aimed at where you are losing the most deals, and build from there.
Turn every rep into your best rep.
73% of sales managers spend less than 5% of their time coaching reps
Consistent sales coaching brings 32% higher win rates and 28% higher quota attainment
Listens to every sales call and provides detailed feedback to reps, and summarizes key points for the sales manager. Flags critical moments (missed steps, important deals where the manager might need to step in, missed opportunities). Sends post-call summaries to Slack/Teams. Each summary highlights what the rep did well and one specific area to improve.
Reps message it with any objection or prospect question and get the best answer. Trained on the team's best answers to the most common prospect questions and objections. Gives reps the highest-converting response instantly.
A deep knowledge base on the product/service that reps can query anytime. Useful for existing reps who need a quick refresher during calls and for new reps ramping up during onboarding. Covers features, benefits, use cases, pricing, competitive differences, and technical details. Eliminates the 'I'll get back to you on that' problem.
Roleplays with reps using scenarios based on actual calls they take with real leads. Throws objections at them based on what leads actually say so practice is hyper-relevant. Also listens to live roleplays and roleplay recordings and gives detailed feedback. The most realistic, on-demand training partner a rep can have.
Coaches reps in real-time during live sales calls. The rep sends the lead's name, the agent listens live and suggests what to say, what questions to ask, and how to handle objections as they come up, like having the best sales manager whispering in their ear.
Reviews reps' emails, follow-ups, and messages before they're sent, checking tone, clarity, personalization, and whether they actually advance the deal. Catches the lazy 'just checking in' follow-ups before they go out.
Analyzes text-based sentiment (email tone, chat messages) and basic voice tone analysis (pace, energy, hesitation). Also flags when a lead's tone shifts negative across communications or when a rep's energy/enthusiasm is dropping across their calls throughout the day.
Full visibility over your team, without micromanaging.
55% of sales leaders don't have high confidence in their own forecast accuracy
B2B companies with data-driven sales visibility report 15 to 25% increases in EBITDA
Top salespeople follow proven routines and fundamentals that maximize productivity and revenue. This agent monitors whether each rep is following those routines and best practices. As soon as it detects a rep deviating, skipping steps, dropping habits, it alerts the rep and the sales manager.
Plugs into training platforms (Kajabi, Teachable, etc.) and monitors who is consuming training content, how much, and how often. Flags reps who aren't training so the manager can intervene early.
A comprehensive, real-time dashboard giving the sales manager full 360° visibility over the entire team. Every rep's activity, call outcomes, objections received and how they handled them, pipeline, conversion rates, speed to lead, follow-up cadence, cash collected, metrics per lead source, per rep, and for the whole team. Zoom into any rep for granular detail. See expected cash collected by end of month. Common patterns between closed and lost deals. Plus daily performance reports pushed to the manager. Everything a sales manager needs in one place.
If different reps have different selling styles and follow-up approaches that work for them, this agent learns each rep's individual best practices and ensures they follow their own winning playbook, not a one-size-fits-all process.
Predicts revenue based on pipeline health, lead volume, rep activity, and historical patterns. Spots potential slow months before they happen so you can act early instead of reacting late.
Analyzes patterns across won and lost deals, lead source, timing, objections, competitors involved, deal size, rep behavior. Goes beyond best practices to answer 'why do we win and why do we lose?' at a systemic level. Turns losses into lessons at scale instead of relying on reps to self-report why deals died, and feeds insights to both the manager and the reps.
Prepares the sales manager for 1-on-1s, team meetings, and pipeline reviews. Pulls per-rep data, coaching points, deal updates, and agenda items automatically. The manager walks into every meeting fully briefed instead of scrambling.
Tracks how quickly each rep responds to new leads from the moment they come in. Speed-to-lead is one of the highest-leverage metrics in sales, the difference between responding in 2 minutes vs. 20 can be the difference between closing the deal and never hearing back. This agent monitors response times across the team, alerts reps the moment a new lead is waiting, and flags the sales manager when response times are slipping. Gives full reporting on average speed-to-lead per rep, per lead source, and per time of day, so the manager knows exactly where the bottleneck is.
The manager asks it about any specific deal and gets an instant strategic breakdown, where the deal stands, what's been said on calls, what risks exist, and what the best next move is. Like having a deal desk analyst for every deal in the pipeline.
No lead forgotten. No deal slipping through the cracks.
44% of executives say their company is ineffective at managing their sales pipeline
Companies that master pipeline management see 28% higher revenue growth
Checks if reps updated the CRM properly, filled forms, and completed their admin. Flags inconsistencies, missing fields, and things reps overlooked. A 24/7 accountability police so you don't have to chase reps yourself.
Updates the CRM automatically after calls and activities, logging calls, updating deal stages, adding notes, so reps spend less time on admin and more time selling.
Reps can ask questions about their own leads, pipeline, and deals, "which leads haven't been followed up?", "what's my pipeline value this month?", "which deals are closing this week?" Instant, accurate answers about their book of business.
Continuously audits the pipeline to ensure no lead falls through the cracks. Checks that every lead has an owner, every deal has a next call booked, key follow-ups haven't been missed, and nothing promised to a lead has been left unsent. Catches the mistakes before they cost deals.
Surfaces leads showing strong buyer signals so reps reach out immediately. Alerts the team when a hot lead replies, a new high-quality lead comes in, or someone shows signs they're ready to move forward. Prevents missed opportunities and slow response times.
Scores every incoming lead before a rep touches it, based on firmographics, behavior, lead source, and historical close rates. Helps reps prioritize who to call first and helps managers route the best leads to the best closers.
Assesses the health of active deals based on engagement patterns, stakeholder involvement, competitor mentions, stalled momentum, and how the deal compares to won/lost patterns. Flags at-risk deals before they go cold and recommends what the rep should do to get them back on track.
More conversations. Better follow-ups. Faster replies.
50% of leads are never called a second time
93% of leads that eventually convert are reached by the sixth contact attempt
Researches leads and companies before every sales call. Gives the rep everything they need to walk into the call prepared.
Revives old and ghosted leads. Analyzes why leads went cold, what happened (or didn't happen) in the sales process that caused them to disengage. Recommends the best re-engagement approach and identifies patterns to prevent ghosting in the future.
A suite of agents for outbound prospecting, cold email sequences, cold LinkedIn outreach, multi-channel campaigns. Multiple specialized agents, each optimized for a specific channel and approach. Handles the volume work so reps focus on live conversations.
Crafts personalized follow-up messages based on the full context of prior conversations, the lead's situation, objections raised, and where they are in the sales process. Every follow-up feels personal and relevant.
A rep gives it a lead's name and the agent recommends the most relevant testimonials and social proof to send. Knows which proof converts best. Also detects when a new testimonial should be captured and adds it to the database automatically.
Instant answers. No waiting for the manager.
Salespeople and other knowledge workers spend nearly 20% of the week looking for internal information
A searchable store of internal knowledge could cut that search time by 35%
A digital clone of the sales manager that reps can go to for quick answers, guidance, and coaching when the real manager isn't available. Trained on the manager's knowledge, decision-making, philosophy, and how they'd handle specific situations. Reps get quick answers anytime, nights, weekends, and when the manager is in meetings. The manager's brain, available 24/7.
Same concept as the manager clone but trained on the founder's product knowledge, vision, and selling approach. Especially useful for companies where the founder is still the best seller.
Reverse engineers every closed deal to find common patterns that led to the close, what reps said, when they followed up, how they handled objections, what content they sent, so every rep can follow the path that actually leads to closed deals.
Monitors competitors' pricing, features, positioning, and recent changes. Arms reps with battle cards and real-time responses when a prospect mentions a competitor. Especially valuable when reps keep losing deals on price, this agent helps them sell value instead of discounting.
Hire faster. Ramp reps in days, not months.
61% of companies need seven months or more to get a new rep to full productivity
Replacing one salesperson costs $97,690 on average
A suite of agents that supercharge sales hiring. An AI sourcing recruiter reaches out to candidates via LinkedIn, WhatsApp, email, and SMS. Engages candidates, guides them to apply, scrubs their info against the job description, creates an AI match score, and prioritizes best-fit candidates. The recruiter just builds the lead list, reviews top-scored profiles, and hops on calls, dramatically faster hiring of top talent.
Agent that helps onboard new reps quickly so they can start selling ASAP. Walks them through product knowledge, the sales process, tools, CRM, objection handling, and everything they need to ramp up in a fraction of the normal time.
Automate the admin. Free up reps to sell.
Sales reps spend only 28% of their week actually selling, the other 72% goes to admin, proposals, scheduling, and internal coordination
High-performing sales reps spend 20 to 25% more time with customers than their lower-performing peers
After a deal closes, compiles everything the onboarding/fulfillment team needs, call summaries, client expectations, commitments made, key details, and delivers a clean handoff. No more "what did the sales rep promise them?" confusion, and eliminates the messy handoff that causes churn.
Reports lead quality, conversion data, objection trends, which lead sources convert best, what messaging resonates, common disqualification reasons, and deal outcomes back to marketing so they can generate better leads (or more of the good ones). Ends the blame game between sales and marketing.
After a discovery call, this agent auto-generates a proposal or quote tailored to the prospect's needs, pain points, and budget discussed on the call. Pulls from templates, pricing rules, and the call notes. Takes reps from "I'll send that over" to having the proposal ready within minutes.
Handles the back-and-forth of booking meetings, finding availability, sending calendar invites, handling reschedules, and sending reminders. Especially useful for multi-stakeholder deals where you need to coordinate multiple calendars. Reduces no-shows and the "let me check my calendar" time sink.
Gives each rep real-time visibility into their commissions, deals closed, projected payouts, distance to quota, bonus thresholds. Reps are motivated by money, and when they can see exactly how close they are to a bonus tier or what one more close means financially, they push harder. Also reduces back-office "how much am I getting paid?" questions.
Automatically books or reschedules calls the moment a lead engages. Ensures the fastest possible response time on new leads and makes sure no scheduling back-and-forth slows down the sales cycle.
For teams with discount approval workflows, custom pricing, or contract negotiations, this agent handles the approval routing. Rep wants to offer a 15% discount? The agent checks if it's within their authority, and if not, routes it to the right approver with full deal context so approvals happen fast. Removes pricing bottlenecks.
Keep clients longer. Grow revenue from your existing base.
Acquiring a new customer costs 5 to 25x more than retaining an existing one
A 5% increase in customer retention can increase profits by 25 to 95%
Monitors customer signals post-sale and predicts when someone is likely to churn. Alerts the right person on the team early enough to intervene and solve the problem before the customer leaves.
This agent watches for positive signals, positive results, usage milestones, positive sentiment, contract renewal windows, team growth at the client, and flags upsell/cross-sell opportunities to the rep or account manager at the right time.
Not sure which of these your team needs? That is what the diagnostic call is for.