Sales Agent
What it does
A Sales Agent qualifies inbound leads by analysing company data, engagement signals, and fit criteria. It drafts personalised outreach sequences, logs activity in your CRM, and surfaces deals that need attention. Teams use it to ensure no lead falls through the cracks while maintaining a personal touch at scale.
Common tools
How to build one
Document the current manual process step by step. Identify which steps are repetitive, rule-based, and high-volume — those are your automation targets.
Clean and structure the data the agent will need — CRM records, support tickets, or policy documents — so it can retrieve accurate answers.
Use RAG (Retrieval-Augmented Generation) to ground the agent's responses in your company's actual data rather than general knowledge.
Track resolution rates, response accuracy, and time saved. Use these metrics to justify expansion and catch quality regressions early.
Related lessons
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