Managed agent profile

Sales agent

Qualify inbound demand, prepare responses and keep the CRM current.

Operating principle

Faster follow-up with human approval before every external commitment.

Core workflows

Qualify inbound leads

Research account context

Draft responses and proposals

Keep pipeline data current

Mandatory approvals

Quotes and commercial commitments

Outbound email

Discounts or non-standard terms

Typical integrations

CRM

Microsoft 365

Google Workspace

Calendar

Product systems

Designed around your policy

Adapt this profile to your systems and risk boundaries.