Sales Agent
Instant lead response, qualification, and scheduling.
Capabilities
- Reply in email and chat
- Qualify with rules
- Book meetings
- Sync to CRM
Setup
- Connect inbox/chat
- Add calendar
- Map CRM fields
KPIs: reply time ↓90%, no-show ↓25%, qualified leads ↑30%.
HubSpotPipedriveSalesforce (webhook)Google CalendarOutlook CalendarCal.com
FAQ
Can we keep the human in the loop?
Yes. The agent can hand off with transcript any time.
Will it write to our CRM?
Yes—map fields and it will create/update leads as configured.
How do meetings get booked?
Connect a calendar; the agent proposes times and books.