Leads arrive qualified
New leads land scored and enriched from your connected sources, with the reasoning attached — reps start with the who, why, and what-next already drafted.
AI for Sales teams
Pipeline that moves — with the CRM kept honest.
The Sales pack qualifies and enriches leads, answers product and pricing questions from approved material, and drafts the follow-ups — writing every update back to the CRM under rules your ops team sets.
Connects to Salesforce · HubSpot · Gong — plus anything with an API
Workflow Builder
automation ▸ steps · branches · approvals · timers
Day one
What sales teams see when they log in.
Not a blank canvas — a working role with default goals, allowed tools, and the guardrails already on.
Answers that match the deck
Product and pricing questions get answered from approved material only — no invented discounts, no stale feature claims, every answer traceable to its source.
Follow-ups that write themselves back
The agent drafts follow-ups in your voice and logs activity to the CRM — governed writes, so ops decides which fields an agent may ever touch.
Skills invoked · governed by policy & licensing
crm.enrichcrm.next_best_actionknowledge.searchcomms.draft_response
Systems
SalesforceHubSpotGong
In the pack
The Sales Agent ships ready to work.
Prepares CRM enrichment analysis, recommends a next action, and drafts follow-up copy; it does not update CRM records. Installed from the library, wired to your systems, and run through the same 8-gate chain as everything on Cortex.
- Prepare contact or account enrichment
- Recommend a next sales action
- Search approved product knowledge
- Draft follow-up copy for review
Governed for this role
Fast on follow-ups. Locked on discounts.
Sales agents accelerate the motion without owning the terms: pricing exceptions and quote approvals stay with the humans your policy names.
- Discounts beyond list pend for approval — the agent proposes, sales leadership disposes
- CRM field writes are allowlisted per agent
- Outbound drafts carry your compliance footer and claims rules
- Every touch logged — pipeline reviews audit the agent like a rep
audit/verify
ok: true
verifyChain ▸ chained SHA-256 · signed receipts
FAQ
What sales leaders ask.
Can the agent offer discounts?
It can propose within the rules you encode; anything beyond list pricing pends for human approval through policy-as-code. Every proposed exception is logged with its justification.
Which CRM fields can the agent update?
Only the fields you allowlist. Agent writes are typed actions against your CRM connector — ops configures the writable set per agent, and the ledger records every change.
Does it work with our existing CRM?
Salesforce and HubSpot drivers ship in the connector catalog, alongside a certifiable generic REST driver and OpenAPI import for anything else in the stack.
Keep exploring
Where to go next.
Agent Library
Every Sales agent and skill, filterable across the 21,500+ item catalog.
All roles
Ten more enterprise role packs — from Service to Field Operations.
Agent Studio
Extend the pack or build your own role — no code, full governance.
Pricing
Individual, Team, and Business — governance included on every plan.
Put a governed Sales to work this week.
Start a free trial, install the pack, and connect your systems — or bring us one workflow and we'll demo it end to end.