Ai Sales Engagement Agent WorkflowBlueprints

Inspiration for creating AI agent workflows for your buyer & customer journeys

Turn a conversation with our AI into custom agents

Generate custom AI agent blueprints specifically for your B2B

1. Call (813) 906-1084 2. Chat with our AI agent 3. Agent emails you agent blueprints
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent

Qualify Leads with Conversational AI Chatbot

Deploys an intelligent chatbot on high-intent pages to engage visitors, ask qualification questions, and route qualified leads to sales while providing resources to others.

Interactive Tool
Chat
Data
Event
Document

Schedule Sales Meetings

Automates meeting scheduling by detecting prospect interest, checking calendar availability, suggesting optimal slots, and dispatching invites.

Email
Data
Document

Prepare Sales Call Research Brief

Aggregates prospect data, summarizes key insights, and distributes a research brief for sales call preparation.

Workflow
Data
Document
Report
Email

Post-Call Summary Email

Automatically transcribes sales calls, extracts key points, and creates personalized follow-up emails to improve prospect engagement and documentation.

Document
Email
Data

Proposal Drafting Automation

Automates the creation of personalized sales proposals using AI to populate templates, generate custom content, and deliver polished documents ready for review.

Document
Email

RFP Response Automation

Extracts questions from RFP documents, generates tailored responses using AI and knowledge base content, and compiles complete proposals with minimal manual intervention.

Document
Data

Contract Review Assistant

Analyzes contracts to identify and classify changes, generate plain-language summaries, and suggest negotiation responses to streamline legal review processes.

Document
Report
Meeting

Deal Health Analysis & Re-Engagement

Leverages AI to analyze open opportunities on a schedule, predicting likely deal outcomes and flagging stalled deals. It delivers a deal health scorecard to reps and drafts personalized re-engagement emails for stalled or at-risk deals, helping sales teams proactively manage their pipeline.

Data
Analysis
Report
Email

Automate Sales Order Processing

Streamlines order fulfillment by automatically extracting purchase order details, verifying accuracy, creating records in your ERP, and alerting relevant departments.

Data
Workflow
Email

Turn a conversation with our AI into custom agents

Generate custom AI agent blueprints specifically for your B2B

1. Call (813) 906-1084 2. Chat with our AI agent 3. Agent emails you agent blueprints
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent
Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent