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The Sales Agent

What the Sales Agent watches, what it prepares, and what it does on its own.

Sales Agent & ApprovalsUpdated 3 min read

The Sales Agent watches your open leads and opportunities, prepares the work, and asks before anything leaves the building.

The Sales Agent page with its recent work, what is waiting for approval and a context summary.

What you'll see

  • Recent work: each review the Agent completed. Select View context to see what it looked at, What I noticed and its Proposed actions.
  • Waiting for you: proposals that need your approval.
  • Ask the Agent: ask a question, for example which opportunities are at risk this week.

What it may do

Can do on its own lists low-risk actions the Agent performs without asking, such as creating a task. Requires your approval lists what it prepares and waits for you on, such as a personal email to a customer.

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Approvals

Review what the Agent or an automation prepared, then approve, edit, ask again or decline.

How automations work

A trigger, optional conditions and a wait, and the ordered actions EVORIV takes.