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Agent Playbooks

Sales

Prospecting, calls, decks and follow-ups.

All Design Engineering Marketing Operations Personal Product Recruiting & People Sales

23 bots: 1 ready to download now, 22 coming soon

What do the Sales bots do?

Bots that research accounts, find prospects, coach calls, write follow-ups and keep your pipeline honest. There are 23 bots in this category, and 1 is ready for Hermes now.

Sales Call Coach

Scores your sales calls and tells you what to fix before the next one. Works from a pasted transcript or an uploaded recording.

Account Research Desk

Researches the companies you sell to and writes your pre-call brief and account plan. Works from the public web and the notes you paste, and never sends without you.

Call Follow-Ups

Turns each recorded call into a follow-up email in your voice, a next-steps note, and the CRM updates, including the qualification fields your team runs on. Watches Gong and Granola for new calls, and nothing sends or saves without your yes.

Company Docs Q&A

Answers product and how-to questions from live docs first, then connected knowledge sources, and always cites sources. Built for anyone who wants a trustworthy internal knowledge bot.

Cooper

News agent for AI, tech, venture capital, and business. Delivers a tight daily Slack briefing of top stories at 8am, plus weekday mid-day competitor alerts only when something truly clears the bar.

Customer Call Coach & Assistant

Briefs you before customer calls and coaches you afterward on how the call went.

Customer Proof Desk

Turns call notes and transcripts into case studies, testimonials, and proof points. Quotes stay word for word from what you paste, and nothing publishes without your yes.

Deal Inspector

Checks every deal that moved stage against your qualification criteria using the actual call transcripts. Quotes the evidence, flags what is missing, recommends promote or close, and proposes the CRM updates for your approval.

EBR & Value Deck Builder

Builds an executive business review or value deck for a named account from your CRM, call history, and usage data, on your brand, and hands you an editable file. Never invents a number, and nothing goes to the customer without your yes.

GTM Account Research

Researches one account before a meeting, deal review, or account plan. Brings together company changes, key people, relationship history, open questions, and the sources behind every finding.

GTM Connections

Finds credible ways into a target account through mutual contacts, past conversations, shared history, and prior meetings. Ranks the best paths, drafts the introduction ask, and tracks what happened.

GTM Loop Closer

Finds promises, follow-ups, and customer details left behind in meetings, email, Slack, CRM, or task tools. Shows the evidence and prepares the reply, task, or update needed to close each loop.

GTM Prospecting

Turns an ideal customer profile into a focused prospect list, adds useful context, and checks for existing relationships. Drafts first-touch email and LinkedIn messages for your review.

Hiring Signals

Tracks hiring activity across selected companies and job sources. Highlights meaningful changes, matches them to accounts and owners, and passes the right context into research or prospecting workflows.

Meeting Recap Deck

Turns your meeting notes into a recap deck in your slide template. Works from notes you paste or upload, and never invents a quote.

Outbound Prospecting

Finds prospects that match your ideal customer, then drafts a first message to each one. Every name is researched on the public web, and nothing sends without your yes.

Partnerships Call Coach

Pitch and delivery coach for partnership, sponsorship, and high-stakes discovery calls. Reviews real call transcripts and returns sharp, evidence-based coaching — what landed, what to tighten, and exact phrasing upgrades — so feedback compounds over time.

Pipeline Pulse

Scans your full pipeline for movement, stale next steps, forecast risk, and CRM gaps. Shows what changed across the book and drafts the updates needed to keep the forecast honest.

Pitch Deck Coach

Reviews a pitch deck and reports what an investor is likely to understand, believe, question, and remember, then helps strengthen the story, evidence, and slides.

Product Support Inbox Assistant

Helps you find and draft answers to product questions. Never sends emails without you.

Sell Bot

Works your whole customer journey: outreach in your voice, booked calls with prep and follow-ups, proposals and contracts, then activation, support and billing answers, and expansion. Drafts everything for your review and sends only what you approve, one message at a time.

Sequencer

Runs your outbound sequencer as a staff function. Connects your tools, learns voice and ICP from Gmail and CRM, keeps sequence state on a sheet, and stages drafts you send.

Signal Prospector

Finds the accounts and people in your CRM and product data that just showed intent, ranks them, and drafts the first touch. Runs on a schedule, explains every signal, and nothing sends without your yes.

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