AI AE Agent

Keep deals moving after the first meeting.

The AI AE Agent works the sales side once a meeting is booked, inside your CRM, email and calendar. Anything risky waits for you.

Works in your CRM, email and calendarRisky actions wait for your approvalBuilt and run for you

The problem

Good first meetings go quiet.

After a promising first meeting, the follow-up work lands on the same few busy people. Deals wait until someone has time.

“We had a great call, and then nothing happened for two weeks.”

What it does

Sales work that keeps going after the meeting.

  1. 1

    Picks up from the booked meeting

    Takes over where the AI SDR Agent, or your team, hands over.

  2. 2

    Shaped around how you sell

    We agree on the call which sales tasks it takes on, so it fits your process instead of changing it.

  3. 3

    Works where your team works

    Inside your CRM, email and calendar. Nothing new for your team to learn.

  4. 4

    Asks before anything risky

    Anything risky waits for a person on your team to approve.

Built to be safe

It works for you, and you stay in control.

Works inside your tools

The agent connects to the CRM, email, calendar and other tools you already use. Your team doesn't learn a new platform.

You approve what's risky

Routine work happens on its own. Anything risky waits for a person on your team to approve.

Your system, your data

The agent runs in your own cloud account. You own the system and the data, and you can see what it's doing.

How it works

We do the building. You get an agent that works.

  1. 1

    Step 1

    Discovery call

    We learn how your business runs, show you the agent and agree what it should do with your tools.

  2. 2

    Step 2

    Setup

    We connect the agent to your tools, set it up in your own cloud account and test it with your team.

  3. 3

    Step 3

    Go live

    The agent starts working, and anything risky waits for your approval.

  4. 4

    Every month

    We run it for you

    Monitoring, fixes, updates and small changes, so it keeps working as your business changes.

What you get

Set up once. Run for you every month.

There's a one-time setup and a monthly fee for running it. We'll walk you through pricing on the call.

Setup

  • A discovery session on how your business runs
  • Connection to the tools you already use
  • Set up in your own cloud account
  • Testing with your team and training

Every month

  • Monitoring, so problems are caught early
  • Fixes and updates
  • Small changes as your business changes

You pay for hosting and AI usage directly on your own accounts.

FAQ

Questions we get on every call.

It works the sales side after a meeting is booked. The exact tasks depend on how you sell, so we agree them with you on the discovery call before setup starts.

See what the AE Agent can do for your deals.

Book a discovery call. We'll look at how you sell, show you the agent and walk you through pricing.