AI Sales Manager
SALESFinds prospects, researches accounts, prepares outreach, follows up and keeps your pipeline organized.
AI employees for your business
Hire an AI employee for your business.
Give it a role, your processes, your data and the tools it needs to work.
It researches, manages tasks, talks to your team and customers, works inside your business systems, and keeps going without waiting for someone to tell it what to do next.
Start with one job. Expand when it works.
AI Sales Manager
Responsibilities
Find prospectsResearch accountsPrepare outreachFollow upUpdate CRMReport pipeline
Right now
Meridian Trading LLCWaiting for approval
Today
- 12prospects researched
- 7follow-ups prepared
- 3replies waiting for approval
- 1meeting booked
Works inCRMEmailWebSlack
Roles
What would you hire an employee to do?
Give Agentic a role and let it handle the work around it.
AI Operations Manager
OPSCoordinates recurring work, monitors processes, follows up with people and keeps things moving.
AI Product Manager
PMTurns customer feedback and business requests into requirements, priorities and actionable tasks.
AI QA Manager
QATests products, tracks issues, verifies fixes and keeps quality processes running.
AI Researcher
RESMonitors markets, competitors, companies and topics, and turns information into useful reports.
Have another job in mind?
Give Agentic the job description.
Create an AI employee →How it works
From a job description to a working employee.
01
Give it a role
“You are our Operations Manager.”
02
Give it context
Company knowledge, documents, policies, databases and internal information.
03
Connect its tools
CRMEmailSlackWhatsAppSpreadsheetsAPIsInternal software
04
Define responsibilities
TasksPermissionsWorking hoursApprovalsEscalation rules
05
Let it work
ResearchesDecidesExecutesCommunicatesReports
06
Keep humans in control
Approve important actions, review results and change the role whenever you need.
Have a job in mind?
A real employee
Meet your AI Sales Manager.
Not a chatbot. Someone responsible for a job.
AI Sales Manager
Responsibilities
- Find and qualify potential customers
- Research target companies
- Prepare personalized outreach
- Follow up with prospects
- Update CRM
- Prepare weekly pipeline reports
Connected to
CRMEmailCompany knowledgeWebMessaging
Working now
- Research Gulf Logistics GroupDone
- Follow-up to Al Noor TradingSent
- Outreach to Meridian Trading LLCWaiting for approval
- Move 4 deals to Qualified in CRMWaiting for approval
- Weekly pipeline reportScheduled · Thu
Human approval required
- Sending external messages
- Changing important CRM stages
- Creating commercial proposals
Waiting for you
Outreach to Meridian Trading LLC
Hi Rania – saw Meridian just opened a second warehouse in Jebel Ali…
What changes when someone owns the work
Before
all by handLead arrives.
Sales person researches the company.
CRM is updated manually.
Sales person checks website and external sources.
Personalized outreach is prepared.
Manager reviews.
Follow-up is forgotten or delayed.
With an AI Sales Manager
one employee + one human checkLead arrives.
AI Sales Manager
Researches the company.
AI Sales Manager
Prepares and enriches the CRM record.
AI Sales Manager
Prepares a personalized message.
Human approves when required.
Message is sent.
AI Sales Manager
Follows up and tracks the conversation.
Qualified opportunity reaches your sales team.
Why owning the follow-up matters
Published industry research.
28%
of a sales rep's week is actually spent selling. The rest goes to admin, data entry and research.
Salesforce, State of Sales (5th ed.) – 7,775 reps across 38 countries7×
more likely to qualify a lead when it is contacted within the first hour than after it.
Harvard Business Review – analysis of 2.24 million leads21×
better odds of qualifying when the reply comes in five minutes instead of thirty.
Lead Response Management study, MIT / InsideSalesHave a job in mind?
Why not ChatGPT
Why not just use ChatGPT?
ChatGPT is something your employees use. Agentic is someone who works for your company.
| ChatGPT / Claude | Agentic |
|---|---|
| Ask a question | Give it a responsibility |
| Starts from the conversation | Keeps a persistent role |
| Produces an answer | Works through tasks |
| You operate the tools | It operates connected tools |
| You remember what needs doing | It manages ongoing work |
| One interaction at a time | Works continuously |
A chatbot waits for you.An employee has work to do.
Human control
You decide how autonomous it is.
An AI employee doesn't have to start with unlimited access. Give it more responsibility as it proves itself.
Every action gets one of four settings
Can observe
Read information and prepare recommendations.
Read the CRMDraft a proposal
Can execute
Perform routine tasks on its own.
Log a callSchedule a follow-up
Needs approval
Ask before sending, purchasing, publishing or changing important records.
Email a clientMove a deal stage
Always human
Actions the employee is never allowed to perform.
Sign a contractMake a payment
Have a job in mind?
Industries
Built for businesses where expertise is expensive.
01
Management Consulting
Your consultants should spend their time thinking, not searching, formatting and chasing people.
AI employees already support consultants with
Market and company researchProposal preparationClient reportingMeeting analysisResearch monitoringProject coordinationKnowledge management
02
Family Offices
Let AI prepare the information. Keep the decisions human.
AI employees already help family offices with
Company and market researchInvestment monitoringPortfolio reportingDocument analysisDue diligence preparationNews and event monitoringInternal knowledge management
The employee prepares the information. Investment decisions stay with your people.
03
System Integrators & Technology Consultancies
Ship more projects without turning every new contract into another hiring problem.
AI employees already take on
Requirements gatheringTechnical researchDocumentationQAProject coordinationPresalesProposal preparationCustomer supportInternal knowledge
Also worth exploring
Real EstateMarketing & CreativeRecruitment & HRHealthcareLogistics & Supply ChainConstruction & EngineeringFinanceRetailHospitality
Whatever the industry, it starts with a job description →The environment
Your employees, your systems, your processes.
An AI employee needs context to work, and controlled context to work safely.
Context & Control
Give each employee the knowledge, history and instructions the job needs, and nothing beyond it. Role-based access, approvals and an audit trail keep it inside those boundaries.
Knowledge
Your documents, databases, policies and company knowledge.
Tools
CRM, email, Slack, WhatsApp, ERP, spreadsheets, APIs and your own software.
Tasks
Recurring work, projects, requests and follow-ups.
Communication
The channels your people already use.
Permissions
Exactly what the employee can see and do.
Human workflows
Approvals, escalation and collaboration with your team.
Start small
Start with one employee.
You don't need an AI transformation project. Start with one role, one workflow and one real business problem.
- 01PilotOne role. One workflow. A real business task.
- 02EmployeeContinuous work across your systems.
- 03AI TeamSeveral employees working together.
Prove the economics before you scale.
We can run your employees for you, or hand them over for your team to manage.
Start here
Have a job description?
Give it to Agentic. We'll show you what an AI employee could actually do with it.
We come back with
- What it can take over
- What it needs access to
- Where a person signs off
There is probably a job in your company that should not require a full-time human.
Give us the job description. We'll show you what an AI employee could actually do with it.