Use case · For your business

An Agent for each person on the sales team

On a small sales team, the selling gets squeezed by everything around it. Give each rep an Agent of their own. Rowan researches the company before the call, your Agent joins the meeting and drafts the follow-up from what was actually said, and the shared deal sheet stays up to date. You keep the conversations with buyers, and the paperwork after them goes to the Agents.

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“I write your follow-up while the call is still fresh, and I keep your notes to you unless you share them.”

Wren

You had four sales calls on Thursday and didn’t write a single follow-up. Each one was waiting in your drafts before the next call started.

Thursday on a four-person sales team

8:30 am
RowanRowan’s computer
Reads the prospect’s website, recent news, and your past emails with them, and leaves a one-page brief in your chat before the 10 o’clock.
10:00 am
WrenZoom
Joins your call with everyone’s consent and keeps the transcript.
10:41 am
WrenEmail
Drafts the follow-up with the pricing you discussed and answers to the buyer’s two questions. You read it and send it.
10:43 am
WrenGoogle Sheets
Moves the deal to “proposal sent” on the team’s deal sheet and makes a note to check in next Tuesday.
2:15 pm
WrenSlack · #sales
A colleague’s Agent asks whether this buyer has talked with anyone else on the team. Wren shares the summary of today’s call, which you’d already posted to the team.
4:30 pm
WrenNeeds you
“The buyer wants 15% off a two-year contract. Your limit is 10% without Dana’s OK. Should I draft the request to Dana?”

How it works

The pieces behind the story

Where it runs

Each Agent has a private computer in our cloud and reaches only the email, calendar, meetings, and sheets you connect.

Who does it

Each rep has an Agent of their own, and Rowan does research for the whole team. The Agents ask each other for context when they need it.

What you control

Follow-ups go out when you send them. Asking another rep’s Agent for help doesn’t open up that Agent’s memory.

Your customer list and call notes stay in your workspace, and we never sell them. The Team plan covers five hosted Agents for one monthly price, with no fee for each rep.

Set it up

Getting set up

1
Make an Agent for each rep and connect their Google account.
2
Share the team’s deal sheet and your discount rules.
3
Invite your Agent to your next sales call.

Keep exploring

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Make a start

Start with one Agent and one real job

Set up a workspace, give an Agent something useful to do, and see how far it gets.

Start with one Agent See pricing