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Sales Agent

SALES AGENT

Every rep, your best rep.

Nothing kills a deal quicker than walking in with incomplete or innaccurate information. Equip your reps with the information they need to pursue and bid confidently, minimizing the reliance on a few key individuals.

Overview

The Sales Agent's Edge

Sales teams lose 32% of winnable deals to faster competitors because technical questions take an average of 1.5 days to escalate and resolve. The Sales Agent collapses that loop.

Trained on your full product catalog, SKU specifications, pricing logic, and historical quote data, it gives every rep — from week-one hire to senior account director — a unified source of truth. Answers land in under two minutes, citations attached.

8.5x

Reduction in technical response time

Common use cases

Where teams put it to work.

01

24/7 project support

Reps query the agent with all of their customer's technical inquiries and get cited technical answers without slowing down the deal.

02

Deal briefings

Reps receive project briefings delivered to their inbox in minutes - who is who, what's our closed won/lost history, preferences, and objections.

03

RFIs, quotes, & submittals

Reps forward project documentation when they land in the inbox or portal. The agent parses and outputs structured RFIs, quotes, and submittals to sales, engineering, and estimating.

04

Pricing

The agent reinforces real-time pricing and estimating standards. Eliminate margin bleed or re-quotes due to outdated pricing information across the field.

Knowledge base

What this agent has access to.

Full product catalog

Product certifications

Pricing tiers + discount logic

Historical quotes

CRM activity history

Sales playbooks

Inputs & outputs

How work flows through the agent.

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SALES AGENT

Every rep, your best rep.

Nothing kills a deal quicker than walking in with incomplete or innaccurate information. Equip your reps with the information they need to pursue and bid confidently, minimizing the reliance on a few key individuals.

TECH SERVICE AGENT

24/7 application support.

Scale your technical service function by unlocking 75% more capacity to focus on consultative, engineered solutions for your customers.

SUBMITTALS AGENT

Auto-generated packages.

75% reduction in the time sales reps spend parsing and structuring bid package documentation, going back and forth with your estimators, and preparing the final documentation.

See the sales agent in action.

See Hazel in Action