Sales
Event-driven
Sales Reply Triage Agent
Give every reply a next step.
Sort prospect replies and draft the next response, including requests to stop contact.
Read Asha's reply and draft a response that respects her request for an example.
- Read the request and supporting information
What it does
Understand what the prospect wants before responding.
Sort prospect replies and draft the next response, including requests to stop contact. Built for sales representatives.
Understand the immediate reply
Provide the reply, earlier messages and relevant account notes. The full conversation and existing next steps can make replies more accurate.
Respect contact preferences
Identify what the prospect is asking for and suggest the appropriate response or owner.
Prepare the next action
Get a reply summary, a draft response and any follow-ups that should be paused.
How it works
Sort prospect replies and draft the next response, including requests to stop contact. Built for sales representatives.
- Approved documents and context
- Give unsubscribe and substantive replies precedence over scheduled outreach. Respect explicit contact preferences and separate proposed next action from completed CRM state. Links to the original information and the date it was checked Optional: the relevant conversation thread and already-booked meetings, to interpret short replies and avoid duplicate invitations. Optional: approved answers to common commercial questions and current account restrictions, to draft a useful next response.
- Understand what the prospect needs
- See the request and contact preferences without rereading the whole exchange, including follow-ups that should be paused.
- Reduce time from reply to next step
- Review a response draft and proposed next action suited to the prospect's message.
- Gmail · Read authorized reply and thread (read)
- Use exact wording and context.
- HubSpot · Read contact and sequence state (read)
- Avoid duplicate or inappropriate follow-up.
- Slack · Prepare owner handoff (draft)
- Route a reviewable response to the salesperson.
- Human review and permissions
- Sales representatives review the reply summary and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from Gmail, HubSpot, Slack.
02Check what matters
Identify what the prospect is asking for and suggest the appropriate response or owner.
03Prepare the result
What the prospect wants and any contact preferences the team must respect. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Sales representatives review the reply summary and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
Gmail
Microsoft Outlook
CRM
HubSpot
Salesforce
Team chat
Slack
Microsoft Teams
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Act on prospect replies sooner, with the intent, response draft and follow-up changes prepared for the sales owner.
- Understand what the prospect needs
- See the request and contact preferences without rereading the whole exchange, including follow-ups that should be paused.
- Reduce time from reply to next step
- Review a response draft and proposed next action suited to the prospect's message.
More for sales teams
Meeting Prep & Follow-up
Prepare for a sales meeting, then turn the notes into a follow-up email and suggested CRM updates.
Account Research
Turn company information and sales notes into a short brief before contacting an account.
Inbound Lead Qualification
Review new enquiries against your ideal customer criteria and suggest the next step.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.