Sales Automation AI agents

concept brazil Updated Aug 4, 2026 1 min read sales-automation-ai-agents-overview.md
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The following AI agents are available for Sales Automation.

  • Lead outreach AI agent
    This AI agent sends outreach and follow-up emails to new leads on behalf of sales agents. It selects the email template based on how many emails the lead has already received, and disqualifies the lead when three emails go unanswered.
  • Appointment management AI agent
    This AI agent manages appointments with leads on behalf of sales agents. It reads lead emails, checks the lead owner's availability, and either books an appointment or proposes two open time slots. It also cancels appointments when a lead asks and sends a confirmation email.
  • Lead disinterest AI agent
    This AI agent handles lead disqualification and opt-out requests for sales agents. After the sales agent confirms, it cancels the lead's upcoming appointments, closes the related tasks, and disqualifies the lead.
  • Inbound email AI agent
    This AI agent analyzes the latest email that a lead sends in response to outreach and helps sales agents decide how to move forward. It classifies the response and then books a demo, disqualifies the lead, cancels the appointment, or drafts answers to the lead's questions.
  • Opportunity AI agent
    This AI agent helps the user read, create, update, and summarize opportunities and their related records, such as accounts, contacts, touchpoints, opportunity tasks, line items, and meetings. It previews changes to opportunities, accounts, contacts, and line items and makes them only after the user approves.

Parent Topic:Sales CRM AI agents

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