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Sales agent

Finds quotes that went quiet, drafts the follow-up, and sends it when you approve.

Open quotes and new leads

Fictional. Work one and the agent drafts it for your approval.

  • Renee CastellanoCrawl space cleanout +2 · Walnut Creek$8,45013d since reply · Email
    quiet · Quote sent
  • Sam OkaforInsulation replacement · Pleasanton$6,20021d since reply · Text
    quiet · Quote sent$300 off approved
  • Dev IyerCrawl space cleanout +1 · Hayward$4,8507d since reply · Email
    quiet · Quote sent
  • Mei NakamuraRodent exclusion · DanvilleNo quote yet1d since reply · Text
    New lead
  • Owen BrennanSump pump +1 · Livermore$5,3002d since reply · Email
    Verbal yes
  • Grace HollowayInsulation replacement +1 · San Ramon$9,90026d since reply · Text
    quiet · Negotiating
  • Theo RhodesCrawl space cleanout · DublinNo quote yet2d since reply · Email
    New lead
  • Nadia FerreiraCrawl space cleanout · Castro ValleyNo quote yet4d since reply · Text
    Inspection scheduled
  • Hugo SandovalDehumidifier · Walnut Creek$2,6508d since reply · Email
    quiet · Negotiating

Pipeline by stage

Open quotes $37,350

5 quotes with no reply in 7+ days: Renee, Sam, Dev, Grace, Hugo.

  • New lead2
  • Inspection scheduled1
  • Quote sent3
  • Negotiating2
  • Verbal yes1
crm.northbaycrawl.com/pipeline/agent

Sales agent

Finds quotes that went quiet, drafts the follow-up, sends it when you approve.

ReadsPipelineDeal historyApproved discounts
ActsSend follow-upsMove stagesLog notesSchedule follow-ups

Morning, Dana. Ask which quotes went quiet, pull up a deal, or pick one on the left and I'll draft the follow-up and queue it for your approval. Prices come only from the deal record, and no discount goes out unless it's approved in the notes.

Ask
Do
Enter to send · Shift+Enter for a new lineReady

In a real build

The agent would connect to the team's own CRM, inbox and texting tool, and work from their real quotes and notes. The rule stays the same: it drafts, you approve, and only then does anything go out. Stage changes and notes are logged so the team can see what it did.

About this sample

A sample sales agent, built on the same approve-before-it-acts pattern as our client agents.

  • This is a sample built for this site, not a client build. It uses the same approve-or-reject pattern as Aingel's client agents.
  • Works a small fictional pipeline: lists the deals, finds the quotes with no reply in a set number of days, and pulls up one deal with its full history.
  • Drafts each follow-up or first reply from the deal record, and sends it by email or text only after you approve it. Decline and nothing goes out.
  • Only uses prices from the written quote. It never offers a discount unless the deal notes say one is approved, and new leads get a free inspection, not a price.
  • Marking a deal Won or Lost waits for your approval. Other stage moves, notes and next follow-up dates are low risk, so it just does them and logs each one.

A sample built for this site, not a client build. Everything on this page runs on fictional sample data.

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