AI digital worker · Sales

Illustrated persona of the AI sales worker

Vanessa

Sales development rep

Does the prospecting groundwork. Leaves the selling to your reps.

Vanessa studies your target accounts, finds the people who matter, and writes first touches that show the homework was done. Vanessa works in your CRM and inbox, follows up on schedule, and hands every interested buyer to a rep with the full context.

Book a demo What Vanessa does

Modes

CopilotAutopilot

Reports to

Your sales lead

Works in

SalesforceHubSpotGmail

Draft first email

Illustrative example

Waiting for approvalCopilot

Lena Brandt, Head of Operations, Halvorsen Freight

From

Sam Ortiz, approved rep mailbox

Subject

Shift planning for the new Leeds site

Hi Lena,

I read that Halvorsen is opening a second warehouse in Leeds this spring. Adding a site often pushes shift planning back into spreadsheets for a while.

We help operations teams plan shifts across sites in one place. Would a short call next week be useful?

Best,

Sam

Why this email

Second warehouse opening in LeedsCompany news

Lena runs site operationsLinkedIn Sales Navigator

No open opportunity and no past contactSalesforce

Rep can:Approve and sendEditSend back with a note

Nothing is sent until your rep approves it.

Names, companies and figures are fictional.

See Vanessa at work

Names and glyphs are personas for software agents. They help your team know who handles what.

The job

The job description

Six tasks Vanessa takes on, inside the systems your team already uses.

Research accounts

Studies target accounts and buyers before any outreach goes out.

Build prospect lists

Finds the companies and people that match your ideal customer profile.

Write first emails

Drafts personalized first emails and follow-ups in your team's voice.

Qualify inbound leads

Checks new leads against your criteria and routes them to the right rep with notes.

Book meetings

Puts meetings on reps' calendars and sends a short brief before each call.

Keep the CRM clean

Logs activity, fills missing fields and merges duplicates.

Two ways to work

Vanessa drafts or finishes. You set the line.

We recommend starting every task in copilot and moving it to autopilot once your team is happy with the results.

Copilot

Vanessa prepares. A person approves.

First emails to new target accounts

Waiting for approval

Vanessa researches this week's new target accounts and drafts a first email for each.

Your rep reads, edits and approves every one before it is sent.

Rep can: approve · edit · send back

Autopilot

Vanessa finishes the job, inside your guardrails.

Inbound demo requests

Done

When a demo request comes in, Vanessa checks it against your criteria.

It replies within your rules and books the meeting on the right rep's calendar.

Requests that don't fit your criteria go to a person.

You choose the mode for each task, and can change it anytime.

CopilotAutopilot

A week on the job

A week with Vanessa

MonWedFri

Monday

Researches the new account list and queues first emails for rep approval.

Copilot

Every day

Replies to inbound demo requests that meet your criteria and books the meeting.

Autopilot

Midweek

Follows up on open threads and books the meetings buyers agreed to.

Autopilot

Friday

Tidies CRM records and posts a short pipeline note to the sales channel.

Autopilot

An illustrative week. The real one depends on your tools, your volume and the rules you set.

Vanessa prepares. A person approves.Illustrative example, not a customer result.

Guardrails

What Vanessa won't do without you

Vanessa follows these rules on every task. Add your own on top, and every action is logged.

How oversight works

Approved mailboxes and messaging

Sends only from approved mailboxes, using messaging your team has signed off.

Opt-outs and sending limits

Respects opt-outs, do-not-contact lists and the daily sending limits you set.

No pricing talk

Never discusses pricing, discounts or contract terms. Those go straight to a rep.

Tools

Where Vanessa works

Vanessa works inside these systems, with the access you grant. Your team keeps its tools, and the work shows up where it always has.

Each connection is set up with you during onboarding, and availability varies by system, so we confirm yours before you commit.

Product names are trademarks of their respective owners.

See all integrations

SalesforceHubSpotPipedriveLinkedIn Sales NavigatorGmailOutlookSlack

FAQ

Before you hire Vanessa

Still have a question? Talk to us

That's your decision, and Vanessa follows it. Emails go out from your approved mailboxes, in messaging your team has signed off, and in copilot mode a rep approves each one before it is sent. If your policy, or the rules where you sell, call for a disclosure line, we set it up with you during onboarding.

Yes. Vanessa drafts from the messaging your team has signed off: how you describe what you sell, the points you lead with, and the phrases you avoid. Each draft is personalized with research on the account and the buyer. In copilot mode, reps edit and approve every email, and you can update the guidance anytime.

Vanessa writes email and sends it from the approved mailboxes you set up in Gmail or Outlook. It researches in your CRM and LinkedIn Sales Navigator, books meetings on reps' calendars, and posts updates to your sales channel in Slack. Need another channel? Ask us, and we'll tell you plainly whether it's supported today.

The conversation and the deal. Vanessa never discusses pricing, discounts or contract terms, so those go straight to a rep. Reps approve outreach in copilot mode, run every call and decide the next step. Vanessa does the groundwork: research, first drafts, follow-ups, booking and CRM upkeep, and hands each interested buyer over with the full context.

The team