CUSTOM AI AGENTS · Sales & business development
Sales intelligenceas part of your team.
Group opportunities. Analyze patterns. Prepare commercial hypotheses.
Explore this agent for my team ↗01 · THE WORK, STEP BY STEP
How the task moves forward.
We organize research, proposals and follow-up around your sales process so the team can approach each opportunity prepared.
- 01
Group opportunities
Organizes accounts and opportunities using sales-defined criteria.
- 02
Analyze patterns
Compares compatible segments and periods, identifying underlying data sources.
- 03
Prepare commercial hypotheses
Formulates questions and opportunities the team can investigate commercially.
02 · ILLUSTRATIVE EXAMPLE
A situation that may feel familiar.
A distributor compares regional demand before planning visits.
Illustrative scenario, not a customer case study or measured results.
GmailExampleCapture the brief and its conditions.
ClayExampleCheck the brief against the available references.
Signs and priorities
| Data item | Status or Value |
|---|---|
| Signal sought | Commercial recruitment |
| Date and source | They have to be verified |
| Sources .example | Illustrative; not valid for prospecting |
| Actual prioritization | Awaiting verified sources |
ClayExampleDistinguish completed actions from those still pending.
Signs and priorities
Sales team
- ✓Signal criteria defined
- ○Check announcement and date at actual source
- ○Prioritize only verified signals
GmailExampleExplain the result and what is still pending.
03 · YOUR WAY OF WORKING
Fits the business you already have.
Context and tools
We start with your current documents, systems and channels. We assess feasible connections and define the permissions required for this specific task.
Improves with your feedback
Approved corrections are incorporated into instructions, examples or knowledge sources. We review changes before expanding the agent’s scope.
A clear way to evaluate
We agree on a representative sample and measure review time, errors, exceptions and output quality against the current workflow. Feasibility is decided using that evidence.
04 · COMMON QUESTIONS
Before getting started.
What information does this agent need?
Sales data, market information and segmentation rules. We review quality, currency and access before connecting the workflow. You do not need to replace all your tools to begin.
What will my team receive?
Signal and opportunity report for sales. We agree on the format and delivery channel during setup, together with cases that need review.
Which decisions remain with people?
Pricing, terms, outbound contact and commercial commitments follow agreed approvals.
Can it coordinate with other agents?
Yes. We define what this agent hands to the next one and who handles exceptions. It can interact through Slack, WhatsApp, email or Microsoft Teams, depending on the integration and permissions we configure.
RELATED AGENTS
A team that works together.
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Reviewable CRM changes and follow-up tasks.
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Commercial draft with reviewable scope and terms.
See tasks and example ↗START WITH ONE TASK
How would this fit your business?
Tell us how you do it today. We will define the scope, tools and controls with you.