AI sales agent

Understand the lead before your team calls back.

Shape an AI sales agent around how your business qualifies inquiries. It can collect caller needs, timeline and budget, save a tagged contact and hand the next step to your team.

Set up your workspace

Write your qualification workflow

Define the questions to ask, services to discuss, objection handling and criteria for involving a person. Supply accurate prices and policies in your business knowledge. The agent is instructed to avoid inventing availability, offers or promises.

Capture actionable leads

The capture sales lead action saves a Contact and an actionable follow-up, including the caller’s need, timeline, budget and volunteered email. Repeating the handoff during the same call updates the existing follow-up instead of creating another copy.

Combine roles and actions

Lead capture can be enabled on any custom agent role. Combine sales qualification with message-taking, caller lookup, customer-care cases or transfers when that fits your workflow. Disable actions that the agent should not perform.

Control outreach and escalation

A live agent can be selected for an outbound call or assigned an inbound routing slot. Owners control greetings, duration, voicemail behavior and transfer destinations. Sending texts or emails requires the caller’s agreement; actions succeed only when their tools confirm them.

Questions, answered

Where do AI sales leads go?
Sales leads are saved to Contacts with a sales-lead tag. The accompanying follow-up appears in Voicemail & follow-ups so your team can act on the conversation.
Can the sales agent book an appointment?
It can request an appointment or callback and record a preferred time. The team must confirm the appointment; the supported callback action does not book an external calendar.
Can I customize the sales script without affecting live calls?
Yes. Save changes as a draft, preview the instructions in text and publish explicitly when ready. Duplicate and JSON import/export help reuse a configuration.