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Sales
Sales Bot Roles that research prospects, qualify leads, prep meetings, draft proposals, and keep the CRM clean. Start a Staffing Plan.
Sales Development Bot
Find, research, qualify, and engage outbound prospects so SDRs spend time on live conversations.
Lead Qualification Bot
Score inbound leads and recommend routing so the right human takes the right conversation.
Meeting Prep Bot
Create account briefs, attendee research, risks, and talking points before every important call.
Proposal Bot
Draft proposals, scopes, summaries, and next-step packages from CRM and discovery notes.
CRM Hygiene Bot
Find stale data, duplicates, missing fields, and follow-up gaps before they poison forecasts.
Log Every Mailing List Signal
When a prospect list sends news, a launch, a hire, or an event, log a short fielded note to the CRM or brain with a link back to the message.
Surface Timely List Mail in Batches
Have the bot hand you a small checked batch of timely list signals. You decide whether to reach out. The bot never sends outreach on its own.
Using Email and Mailing Lists with Your Bot (November 2026)
A practical how-to for giving a bot its own inbox, subscribing it to prospects' newsletters and mailing lists, logging the signals those lists send, and surfacing timely ones in small checked batches for a human to act on.
Using Your Bot to Mine Your CRM (November 2026)
A practical how-to for having a bot mine your CRM: read-only access first, pipeline reviews, stale deal sweeps, account research, data hygiene lists, cited summaries, small checked batches, and a human who clicks Send.
Run a Weekly Stale Deal Sweep
Write down what stale means, have the bot list every stale deal with owner and last activity, and let the owner decide what happens next.