AI Agents Library · Series B · 01/06

AI Sales Copilot

Research, CRM updates and call prep done for every rep — their time goes to closing. Accounts researched, records enriched, calls briefed, activity logged.

Deploy this agent

For: CRO · VP Sales · RevOps
2–6 weeks to production
$120K–300K est. annual savings

5–30 hrs

saved per rep

$120K–300K

est. annual savings

2–6 wks

setup time

200–500%

ROI range, year one

Pipeline scales with headcount instead of with the product.

Every rep spends only 30–40% of the week actually selling — the rest goes to research, CRM entry and admin.

How it works

The copilot beside every rep.

Research, drafts, routing and briefs run behind the rep — so the calendar stays for selling.

Research agentResearches accounts and contacts; enriches CRM records.

Drafting agentDrafts personalized outreach in each rep's voice.

Routing agentScores inbound leads and routes them to the right owner.

Briefing agentPreps the call brief before each meeting; logs activity after.

Your repSpends the day closing — admin already handled.

Representative workflow — CRM fields, scoring and voice are configured to your sales org during deployment.

What this agent does

The admin work, off every rep's plate.

The copilot works beside each rep — so selling is the only thing left on their calendar.

Research & enrich

Researches accounts and contacts, and enriches CRM records automatically.

Draft the outreach

Drafts personalized outreach for every rep in their own voice.

Score the inbound

Scores and routes inbound leads to the right owner.

Brief every call

Builds a call-prep brief before each meeting.

Log the activity

Logs activity so reps stay in the flow of selling.

Business outcomes

What changes for your sales org.

Half a day a week back, per rep

Selling time recovered for every rep on the team.

Weeks shorter ramp

New reps become productive weeks sooner with copilot support.

A CRM you can forecast from

Cleaner records make pipeline reviews and forecasts reliable.

What we need from you

Deploys on the stack you already run.

01CRM access (Salesforce / HubSpot) at scale
02Sales Nav + enrichment (ZoomInfo / Apollo)
03ICP + historical won / lost data
04Top-rep SME time to tune messaging

Next step

Give every rep back half a day a week.

The Sales Copilot does the research, the CRM hygiene and the call prep — so your team

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