Agents built for Sales teams

Marketing agents write posts, run campaigns, and drive insights while your team can focus on strategy.

Account Scout Agent

Account Scout Agent

AI agent templates built for real use cases — connected to the work your team already does.

Agents
Sales

Account Scout Agent

2.8k uses

I will scan your account list and flag which accounts are ready to expand, need attention, or should be watched closely.

Skils and tools
Smart web research
Executive summary
Partner Priority Agent

Partner Priority Agent

AI agent templates built for real use cases — connected to the work your team already does.

Agents
Sales

Partner Priority Agent

2.8k uses

I'll score and prioritize your partners so you can focus on the accounts with the highest revenue impact.

Skils and tools
Smart web research
Executive summary
Account Sync Agent

Account Sync Agent

AI agent templates built for real use cases — connected to the work your team already does.

Agents
Sales

Account Sync Agent

2.8k uses

I'll keep a Salesforce account record synced with your tracking board every week for a specific product or service line.

Skils and tools
Build & Manage Projects
Executive summary
Account Signal Agent

Account Signal Agent

AI agent templates built for real use cases — connected to the work your team already does.

Agents
Sales

Account Signal Agent

2.8k uses

I will monitor your key accounts and surface timely signals so you can act on expansion opportunities and churn risk before they slip by.

Skils and tools
Project risk insights
Donor Enrichment Agent

Donor Enrichment Agent

AI agent templates built for real use cases — connected to the work your team already does.

Agents
Sales

Donor Enrichment Agent

2.8k uses

I'll research your donors and suggest a fundraising target for each one, refreshed automatically every quarter.

Skils and tools
Executive summary
Promotion Eligibility Agent

Promotion Eligibility Agent

AI agent templates built for real use cases — connected to the work your team already does.

Agents
Sales

Promotion Eligibility Agent

2.8k uses

I'll track your highest-value open deals and remind reps to apply an active promotion before it expires.

Skils and tools
Executive summary
Outbound Sequencing Agent

Outbound Sequencing Agent

AI agent templates built for real use cases — connected to the work your team already does.

Agents
Sales

Outbound Sequencing Agent

2.8k uses

I'll send personalized outreach emails to your leads and follow up automatically until they reply.

Skils and tools
HTML Email builder
Account Outreach Agent

Account Outreach Agent

AI agent templates built for real use cases — connected to the work your team already does.

Agents
Sales

Account Outreach Agent

2.8k uses

I'll draft personalized outreach emails for your target accounts so your reps always have something ready to send.

Skils and tools
HTML Email builder
QBR Prep Agent

QBR Prep Agent

AI agent templates built for real use cases — connected to the work your team already does.

Agents
Sales

QBR Prep Agent

2.8k uses

I will prepare a full quarterly business review package, health score, and outreach email for every account you own.

Skils and tools
Executive summary
Deal Prep Briefing Agent

Deal Prep Briefing Agent

AI agent templates built for real use cases — connected to the work your team already does.

Agents
Sales

Deal Prep Briefing Agent

2.8k uses

I'll prepare a complete discovery and demo brief for each deal so you walk into every call with full context and sharp questions ready.

Skils and tools
Executive summary
SDR Research Agent

SDR Research Agent

AI agent templates built for real use cases — connected to the work your team already does.

Agents
Sales

SDR Research Agent

2.8k uses

I will research, score, and build outreach for every account on your target list so you always know who to contact next and what to say.

Skils and tools
Executive summary
Sales ROI Agent

Sales ROI Agent

AI agent templates built for real use cases — connected to the work your team already does.

Agents
Sales

Sales ROI Agent

2.8k uses

I'll build a boardroom-ready ROI business case for each deal by combining call intelligence, benchmarks, and case studies into one document.

Skils and tools
Build & Manage Projects
Seat Expansion Agent

Seat Expansion Agent

AI agent templates built for real use cases — connected to the work your team already does.

Agents
Sales

Seat Expansion Agent

2.8k uses

I will spot accounts that have outgrown their license and prompt timely expansion conversations.

Skils and tools
Executive summary

Don't see what 
you need? Build it.

AI agents and custom apps, ready to use, built into the work your team already does.

Strategy Agent
Exec
Strategy

Identifies growth and efficiency opportunities and generates structured action plans with clear next steps and impact.

Org Health Agent
Exec
Analytics

Scans company data to detect revenue risks, cost leaks, and underperforming initiatives in real time.

Operator Agent
Exec
Productivity

Prepares agendas, summarizes context, and tracks decisions and follow-ups so leaders stay focused on priorities.

Scheduling Agent
HR
Ops

Coordinates interviews by syncing availability. Handles booking, reminders, and rescheduling without manual effort.

Screening Agent
HR
Recruiting

Evaluates applications against role criteria, filters non-fits, and highlights top candidates for faster hiring decisions.

Sourcing Agent
HR
Recruiting

Sources and ranks candidates across channels. Initiates personalized outreach and improves based on recruiter feedback.

Incident Agent
IT
Incident

Detects and classifies incidents, alerts the right teams, and tracks resolution. Ensures post-mortems are completed and learnings captured.

Knowledge Agent
IT
Knowledge

Audits content quality, identifies gaps from ticket trends, and updates knowledge base articles using real resolution data.

Triage Agent
IT
Support

Classifies, prioritizes, and routes tickets automatically. Sets SLAs and resolves common issues using knowledge base data.

Drafting Agent
Legal
Docs

Uses templates and past documents to generate accurate drafts. Applies company policies to produce documents ready for legal review.

Legal Intake
Legal
Ops

Captures requests, asks follow-ups, flags duplicates, and routes work automatically. Surfaces existing answers to reduce repetitive requests.

Spec Agent
Product
Execution

Converts product decisions into detailed specs with requirements, edge cases, and acceptance criteria so teams can execute without ambiguity.

Feedback Agent
Product
Insights

Synthesizes feedback from support, sales, and usage data. Identifies patterns and recommends what to build next with clear evidence.

Page Optimization
Marketing
CRO

Analyzes user behavior, identifies drop-offs, and deploys improvements to increase conversions. Continuously tests and applies learnings across pages.

Content Agent
Marketing
Content

Generates and adapts content for different channels and audiences. Learns from engagement signals to refine messaging and improve performance over time.

Performance Marketing
Marketing
Paid
Growth

Plans, launches, and optimizes campaigns across channels. Allocates budget dynamically and connects performance to revenue data so teams can scale what drives pipeline.