Sales Development

The Sales Development agent researches prospects, drafts outreach and prepares notes for your sales follow-up.

Starter workflows

When an owner or admin hires it from Agents -> Hire an agent, it brings these workflows as drafts that you turn on one by one in Agent Builder:

• Research a prospect (Ask me to): fit, likely pain points, buying signals and two outreach hooks for one company, with a source for every claim.
• Draft outreach to a prospect (Ask me to): a short, personal first email to one contact, grounded in what company memory knows about your offer. You approve the exact message before it is sent from the connected mailbox.
• Weekly pipeline notes (Runs automatically, every Monday at 08:00 Helsinki time): the prospects touched last week, replies owed and follow-ups due, delivered to the Inbox.

What it works from

Company memory, public web pages and recent work. The outreach send uses a connected Google Workspace mailbox. Logging to a CRM is planned for this role and is not available yet.

What needs approval

No email leaves without a person approving the exact message, whatever trust level the send action has. You name one approver when you hire the agent.