Sales
Lead Intake & Qualifier
Checks each new enquiry and prepares a brief so your sales team can decide who should follow up.
CrewSource
Use cases · GTM Ops
Agents run your outbound and follow-ups. Your reps take the calls.
Leads go cold while your sales team juggles everything else. AgentWorks agents research each new lead, write a personal first email, follow up until they book or say no, and change the approach when replies drop.
How this team runs on agents
A goal on top. Agents doing the work. People approving what matters.
Goal Illustrative
“Book 5 qualified demos a week”
Booked this week4 of 5
Agents own the target end to end. Every day the number is checked and what is not working gets changed.
Flow
New lead → first email
Research the company, pick the trigger, write a personal first email, follow up until they book or say no.
Crew
Sales expert
Answers reps and prospects: pricing, case fit, "do you integrate with our CRM?", checked against your policy.
People
Approve the exceptions
Key accounts and discounts come to the founder or head of sales for one-tap approval.
Everyone’s personal AI connects in, through AgentBridge
Claude CoworkChatGPTThe head of sales asks Cowork or ChatGPT "who replied this week?" and approves a discount from the same chat.
Claude CodeCodexCursorA rep’s coding agent pulls the account notes from the Sales expert before a call.
SlackWhatsAppEveryone else asks and approves where they already talk.
- 01Leads wait hours for a replyBy the time someone answers, the lead has booked a call with a competitor.
- 02Follow-ups fall throughThe third and fourth touch never happens, so most of the pipeline goes quiet.
- 03Nobody knows what worksSubject lines, timing and messages change by feel, not by results.
Example goal
Book more sales demos
Primary metricDemos booked per week
6
target 5. Illustrative numbers.
Premade agents
Start from agents that already know the job.
Each one comes with its goal, its tools and its guardrails. We set up the first one with you.
Sales
Sales Follow-up Coordinator
Prepares a follow-up for your review, or flags when the team should leave a lead alone.
CrewSource
Sales
Account Researcher
Gathers the facts about a prospect into a short brief with sources for your sales team.
CrewSource
Sales
Inbound Lead-to-Meeting Review
Checks new enquiries, prepares a meeting invitation for review and tracks confirmed bookings.
GoalSource
Sales
Pipeline Health to Owned Action
Checks why a deal has stalled and prepares a next step for the salesperson responsible.
GoalSource
Works with Gmail, Slack, your CRM through MCP, and any website through its own browser. See connectors →
How it works
You set the target. The agents keep working until it's hit.
Set the goal
Pick a premade agent or describe the outcome, then agree the metric and target with us.
Run
Agents work through your tools on a schedule. You choose which actions run on their own and which wait for a person; we agree those rules during setup.
Measure
Every run records what it did and what it moved, so you see progress, not activity.
Review each run, improve the next
What broke gets fixed, what didn't work gets dropped, and the next idea gets tried.
FAQ
Questions, answered.
Will it send emails without me?
Not unless you allow it. By default every outbound email waits for your approval, and you can raise the limit once you trust it. The Docs guide "Approvals and autonomy" explains the four levels.
Does it work with our CRM?
Yes, through MCP or the CRM's website in the agent's own browser. HubSpot, Notion and Airtable are common starting points.
How is this different from a sales sequencer?
A sequencer sends what you wrote on a schedule. AgentWorks works toward a goal: it measures bookings, drops what doesn't work and tries what might.
More use cases
Other goals agents can own.
Shopify OpsOrders, returns, stock and support, run by agents.Growth & Customer AnalyticsAsk why a number moved. Get the evidence.Engineering OpsRelease checks, incidents, security and cloud cost.Customer supportFast first replies, sensitive ones handed to you.Finance & billingChase invoices, recover payments, weekly numbers.Marketing & growthSEO, AI search visibility and conversion.
Start with one goal. We'll set it up with you.
Book a short call. We connect your tools, pick the agent and agree the metric together.