Create custom AI agents in minutes
Build and deploy AI agents that automate your processes end-to-end. Choose from our pre-built agents designed for specific challenges or create your own in minutes.
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Deal Driver
Tracks deals, flags risks, sends a weekly pipeline update and loops sales managers at key moments.
CRM Manager
Auto-creates and enriches accounts/contacts, updates fields, and creates deals based on qualification criteria.
Meeting Assistant
Automates meeting prep, live note-taking, assigns action items, and sends follow-up emails.
Researcher
Gathers company and contact intel, fills gaps, and builds an account map with a first touch.
Coach
Creates skill-gap maps per rep, prescribes micro-coaching tasks and tracks progress weekly.
Pipeline Tracker
Calls reps every evening to update their pipeline hands-free; syncs notes, dates, and stages back to CRM instantly.
Prospector
Does the deep research on your target accounts, showing you who to contact, what to say, and when to strike.
Portfolio Manager
Tracks CSM portfolios across implementation, onboarding, and success, ensuring smooth retention.
Retention Forecaster
Tracks renewals across portfolios, identifying risk factors to prevent churn before it appears on the radar.
Analyst
Answers strategic questions with curated datasets, visual dashboards and interpretive commentary.
Forecaster
Rolls up call, upside, commit, and best-case with AI notes on risks and changes.
Deal Assist
Tracks deals with a scorecard, sends context before meetings, and ensures next steps happen.
MAP Manager
Creates and updates Mutual Action Plans; nudges owners on dates and dependencies.
Case Builder
Creates ROI, payback, and value slides that update as the deal changes.
CRM Assist
Handles CRM hygiene: creates contacts/accounts, maintains deals, and closes admin gaps.
Territory Planner
Segments territory by TAM, intent, and whitespace; suggests a 90-day coverage plan.
Scenario Simulator
Lets you model win-rate, headcount, and budget changes—see impact in seconds.
Reactivator
Finds closed-lost and dormant opps; drafts revive emails and call scripts.
Follow-up Maniac
Generates multi-step, multi-channel follow-ups minutes after a call—personalized to attendees.
Handoff Hank
Builds clean SDR→AE and AE→CSM handoff packets with full context.
Relationship Manager
Drafts Monday keep-warm emails using past conversations and fresh company news.
Proposal Pro
Builds proposals/SOWs from templates and live deal data—scope and pricing included.
Signal Scout
Tracks funding, hiring spikes, and exec moves; drafts timely outreach with talking points.
Objection Whisperer
Catches objections live and surfaces tested replies and customer stories.
Demo Wizard
Designs demo flows from discovery notes so your demo stays tight and relevant.
Pricing Strategist
Suggests discount bands, packaging, and terms within margin guardrails.
Legal Liaison
Reads redlines, proposes friendly counter-clauses, and tracks issues to signature.
Health Monitor
Scores accounts on usage, tickets, and surveys; alerts before churn hits.
QBR Builder
Builds data-rich QBR decks—metrics, wins, roadmap, and peer benchmarks.
Compliance Sentinel
Monitors CRM and email for GDPR/CCPA issues; auto-redacts and alerts owners.
Cross-Sell Cat
Finds cross-sell plays from pains heard in MBRs/QBRs and recent call notes.
Battlecard Builder
Generates fresh, concise battlecards and pulls them into email on demand.
Data Cleanser
Removes duplicates, corrects fields, and fills in missing info weekly—no manual cleanup.
Collateral Curator
Recommends the right asset, slide, or case study for each persona and stage.
Playbook Author
Builds living playbooks that update when ICP, messaging, or product changes.
Event Scanner
Finds upcoming events and drafts pre-event outreach plus onsite meeting invites.
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