Built on the same agentic foundation as our healthcare AI, the Sales Agent automates multi-step revenue workflows. It enriches leads, drafts and sequences outreach, logs every interaction to your CRM, and hands off to your reps at the right moment — never sending anything outside your guardrails.
Pull firmographic and contact signals to prioritize the accounts most likely to convert.
Draft and sequence email and message outreach tailored to each prospect's context.
Log every touch, update fields, and keep your pipeline accurate without manual entry.
Coordinate calendars and book qualified meetings straight into reps' schedules.
Every send and commitment passes through your approval rules and guardrails.
Surface stalled deals, next-best actions, and forecast signals for your team.
Identify repetitive sales tasks and the highest-value automation opportunities.
Define agent roles, messaging, tools, and escalation rules.
Integrate CRM, email, and calendar with guardrails and human review.
Run the agent in production with monitoring and continuous tuning.
