Roles
Use Cases
Data Analysis Agent
Query your data warehouse from Slack
Meeting Prep Agent
Get context before every meeting
Competitor Analysis
Track competitors across every channel
SEO Automation
Automate every SEO workflow
Lead Qualification Agent
Qualify and route inbound leads
Ad Campaign Management
Audit accounts and optimize ad spend
Content Creation
Agents for your content workflows
Support Agent
Triage tickets through natural conversation
CRM Agent
Keep your sales pipeline up to date
Call Analysis Agent
Insights from every sales call
Lead Generation Agent
Find, enrich, and prioritize every lead
Shopify Stores
AI agents for Shopify merchants
Sell more, type less.
Your Account Executives spend hours mapping territories, logging notes in Salesforce, and digging up pre-call intel. Agent7 connects to your CRM, email, and LinkedIn to do the prep work automatically, so your team spends their time on revenue-generating calls.
Without Agent7
Reps live in Salesforce, not with customers
- Reps spend 30% of their day manually logging calls and emails.
- AEs go into discovery calls blind because they didn't have time to research the account.
- Territory mapping takes days of crunching ZoomInfo data in spreadsheets.
- Handoffs from SDR to AE lose crucial context in the CRM abyss.
- Sales leaders can't trust pipeline numbers because CRM hygiene is terrible.
With Agent7
Automate the busywork, focus on the deal
- Calls and emails are automatically logged and summarized in the CRM.
- Agent7 drops a personalized intel brief in Slack 15 minutes before every meeting.
- Map territories in seconds by cross-referencing industry data with your ICP.
- SDR to AE handoffs are smooth, with automated deal context summaries.
- CRM hygiene is perfect because the agent updates fields and next steps for you.
From cold prospect to closed won on autopilot
Step 01
Connect your CRM and tools
Link Salesforce, HubSpot, LinkedIn, and your calendar. Agent7 authenticates securely and understands your custom fields.
Step 02
Pre-call research in seconds
Before a meeting, the agent scans the prospect's LinkedIn, recent company news, and past CRM touchpoints to build an intel brief.
Step 03
Draft targeted outreach
Based on the context, Agent7 drafts highly personalized cold emails or follow-ups. You just review and hit send.
Step 04
Automatic CRM logging
After the call, Agent7 parses the transcript, updates the opportunity stage, logs notes, and sets the next action date.
What you can delegate today
Stop doing data entry and manual research. Let the agent handle the heavy lifting of your sales process.
“Find 20 AI startups in SF that recently hired a VP of Eng, and draft a cold email for each.”
“Summarize yesterday's discovery call with ACME and update the Salesforce opportunity.”
“Map my territory: show me all healthcare companies in Texas with 500+ employees.”
“Who are the key decision makers at Stripe, and what's the best angle to reach them?”
“Draft a follow-up email to Sarah based on our last meeting notes, mentioning the discount.”
“Update the close date to next month for the TechCorp deal and add a note about budget.”
Plugs into your sales stack
Agent7 reads from your data providers and acts across your CRM and communication tools.
Intelligence & CRM
Outreach & Action
Gated actions for outreach. Agent7 will never send an email without your explicit OK.
Read-only CRM access by default
It can read contacts and deals freely, but structural changes require approval.
Approval gates on outreach
Drafted emails are queued for your review. Nothing sends automatically.
Full audit trail
Every message drafted and CRM field updated is logged in your history.
Close more deals, do less admin
Set up your AI sales assistant in five minutes. Empower your AEs to focus purely on revenue-generating conversations.