Sales use cases

Sales teams can use Agents to prepare for conversations, organise account information, draft responses, and identify follow-up work. The output should support a salesperson’s judgment, not make commitments on their behalf.

Account preparation

Give the Agent the account brief, approved CRM notes, relevant meeting summaries, and a review date. Ask it to separate confirmed facts from gaps and return stakeholders, open questions, recent decisions, risks, and next actions. Check account names and dates against the source before a customer meeting.

Prospect questions and RFPs

Provide the approved product, security, and pricing material. Ask for a draft answer with a citation for each claim and a separate list of questions the sources cannot answer. A salesperson or subject-matter owner should approve any security statement, price, roadmap commitment, or contract language before it is sent.

Meeting notes and follow-up

Supply a transcript or notes that may be used for this purpose. Ask for a concise summary, customer-stated needs, commitments made by each side, unresolved questions, and proposed owners. Keep direct quotations distinguishable from the Agent’s summary. Create follow-up tasks only after a person confirms the owner and due date.

Personalised outreach and coaching

For an email draft, provide the relevant relationship context and an approved example. Ask for a specific, respectful draft that avoids claims not found in the source. For coaching, ask the Agent to compare a transcript with the team’s rubric and cite the moments behind each observation.

Suggested request

Prepare me for the next call with this account using the approved account notes and the two latest meeting summaries. List confirmed facts, open questions, and follow-ups separately. Cite the source and date for each item; do not invent commitments or pricing.

Before sharing the result, verify every customer-facing claim and remove information outside the intended audience.