Can the AI agent update records in my CRM automatically?

Yes. Using AI Actions, the agent connects to Salesforce, HubSpot, Pipedrive, or any CRM with an API. It can check if a visitor is already in your system, create a new contact, update lead status, attach conversation notes, and push qualification data, all automatically during the chat.

Can the AI agent book meetings for my sales reps?

Yes. Connect Calendly, Cal.com, or any booking tool via AI Actions. When the agent determines a prospect is qualified for a demo or discovery call, it offers to book directly in the chat. The rep gets the calendar invite with the full conversation context and qualification notes already attached.

When does the AI agent hand off to a human sales rep?

You control the handoff rules. Common triggers: the visitor meets your qualification threshold, they ask to speak with someone, they mention a competitor by name, or they're from a high-value account. When the handoff triggers, the rep gets a notification in Teams, Slack, or Google Chat with everything they need to take over the conversation.

Does it work with paid traffic from Google Ads or LinkedIn?

Yes. You can trigger the AI agent specifically for visitors from paid traffic sources using UTM parameter targeting. Show a customized greeting and qualification flow for visitors coming from Google Ads, LinkedIn campaigns, or any paid channel, so your ad spend gets the follow-up it deserves.

Your Autonomous SDR, Available 24/7

AI Agent for Sales

An AI agent does more than qualify leads) it creates the CRM record, books the demo, and sends the confirmation, all inside one conversation. Your reps don't get involved until a prospect is warm, qualified, and booked. The handoff arrives in Teams, Slack, or Google Chat with everything they need to close, not just a name and email.

Start Free Trial See AI Actions

60%

Less SDR Time Per Lead

24/7

Pipeline Activity

2x

More Demos Booked

100%

CRM Records Updated

Full Autonomous Workflow

What Your AI Sales Agent Does Autonomously

Every step from visitor arrival to qualified pipeline (without a rep involved until they're needed.

1

Greet & Engage

Proactively engages visitor based on targeting rules) page, source, behavior, or time on site.

2

Qualify

Asks your qualification questions (budget, company size, use case) naturally in conversation.

3

CRM Update

Creates or updates the lead/contact in Salesforce, HubSpot, or your CRM (automatically.

4

Book Meeting

Offers to book a demo or call via Calendly) directly in the chat, no email back-and-forth.

5

Handoff to Rep

Routes hot lead to your rep in Teams or Slack with full context (they take over when it matters.

Your AI Sales Agent's Full Capability

Autonomous Qualification

Define your ICP criteria. The agent applies them to every visitor) budget, firm size, intent (without rep involvement.

CRM Create & Update

Auto-creates leads, contacts, and opportunities in Salesforce, HubSpot, or Pipedrive mid-conversation.

Calendar Booking

Books demos and discovery calls via Calendly or Cal.com integration, no email chain needed.

Account Intelligence

Checks whether a visitor is already a customer, their tier, and previous interactions, before the rep gets involved.

Smart Rep Alerts

Reps get pinged in Teams or Slack with qualification summary, CRM record link, and full chat, at exactly the right moment.

Paid Traffic Targeting

Trigger a custom agent flow for visitors from Google Ads, LinkedIn, or any UTM source, to maximize ROI on ad spend.

Frequently Asked Questions

An AI sales agent handles everything before the rep needs to get involved: greeting the visitor, qualifying them with your criteria, answering product questions, checking the CRM for existing account data, booking a discovery call, and pushing the qualified lead with full context to the rep in Teams or Slack. It's like a tireless SDR who works 24/7.

A chatbot answers questions and captures contact info. An AI sales agent does all that AND takes action: it creates a lead in your CRM, looks up whether the visitor is an existing customer, books a meeting on the rep's calendar, and sends follow-up context. The difference is action, not just conversation.

Yes. Using AI Actions, the agent connects to Salesforce, HubSpot, Pipedrive, or any CRM with an API. It checks if a visitor is already in your system, creates a new contact, updates lead status, attaches conversation notes, and pushes qualification data, all automatically during the chat.

Yes. Connect Calendly, Cal.com, or any booking tool via AI Actions. When the agent qualifies a prospect, it offers to book a demo or discovery call directly in the chat. The rep gets the calendar invite with the full conversation context and qualification notes already attached.

You control the handoff rules. Common triggers: visitor meets your qualification threshold, asks to speak with someone, mentions a competitor, or is from a high-value account. When triggered, the rep gets a notification in Teams, Slack, or Google Chat with everything they need to take over.

Yes. Use UTM parameter targeting to show a custom agent flow for visitors from Google Ads, LinkedIn campaigns, or any paid channel. Tailor the greeting, qualification questions, and routing rules so your ad spend gets the follow-up it deserves.

Basic deployment (team platform connection, qualification questions, widget embed) takes about 30 minutes. Adding CRM integration and meeting booking typically takes a few more hours. Most teams have their full AI sales agent running the same day they start.

Deploy Your AI Sales Agent, Free

Connect your CRM. Configure your ICP. Let your AI agent qualify, update, and book) while your reps focus on closing.

Start Free 14-Day Trial Explore AI Actions

Plans from $39/month · Unlimited agents · Cancel anytime