Sales
Sales guides focus on turning inbound demand, account research, and follow-up work into repeatable agent workflows.
Guides
| Guide | Best fit |
|---|---|
| SDR that books meetings from inbound email | Qualify inbound email, enrich context, and hand off booking work. |
| RFP responder | Use product and security knowledge to draft RFP responses. |
| Lead qualifier | Score and route new leads with structured output. |
| Account research brief | Create a pre-call brief from web and workspace context. |
| Weekly pipeline digest | Send a scheduled summary of pipeline movement and risks. |
Common setup
Most sales guides need an agent with clear qualification criteria, a knowledge base for product and pricing material, and a channel such as chat, Slack, email, or a website embed.