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Sales Agent

An always-on SDR that qualifies inbound leads against your ICP, scores them 0-100 with reasoning, drafts tailored outreach, and sends it (and logs the contact to HubSpot) when connected.

View in marketplace Open dashboard

Sales Agent is an outcome-driven sales development rep that turns a raw inbound lead into a qualified, scored, ready-to-act opportunity. It researches the lead and their company on the web, judges fit against the ICP you configure, assigns a transparent 0-100 score, and writes a personalized first-touch message plus a suggested next step. If the lead has an email it sends the outreach via your connected Gmail/Outlook (or the platform mail service); otherwise it hands you a polished draft. When HubSpot is connected it also upserts the lead as a contact.

What it does

Sales Agent compresses the manual SDR loop — research, qualify, score, write, send, log — into a single automated run. Each run takes one inbound lead, researches the prospect and their company using web search and page fetches, and qualifies them against the ICP you set. It returns a 0-100 fit score with explicit reasoning (so you can trust or override it), a tailored outreach message, and a recommended next step such as booking a discovery call. The value is speed-to-lead and consistency: every inbound gets the same disciplined triage within minutes instead of sitting in a queue, and the rep never goes off-shift.

Operationally it runs on a fixed toolset (web_search, web_fetch, send_email, hubspot_upsert_contact, record_output) with a cap of 6 turns per run. Sending is conditional and safe by default: if the lead has an email it sends via your connected Gmail/Outlook, or via the platform mail service; if no email is available it drafts for your approval instead of sending. When HubSpot is connected the qualified lead is written back as a contact (email plus optional name and company). Every run ends by recording one deliverable — the qualification, score, and outreach (sent or drafted) — which surfaces as a one-line summary in the dashboard feed with the full detail attached.

How it works

Your Business
1
Ingest lead
The run starts from a single inbound lead — either pasted into the 'Inbound lead (for test runs)' config field for a test run, or delivered on demand. The agent reads it together with your configured ICP.
2
Research
It researches the prospect and their company using web_search to find sources and web_fetch to read specific pages, pulling live facts to inform qualification. This step is optional when the lead is already well-described.
3
Qualify & score
It judges fit against your ICP and assigns a 0-100 score with explicit, transparent reasoning that cites the lead's signals (role, company size, intent like viewing pricing/security).
4
Draft outreach
It writes a tailored first-touch message referencing specific details about the prospect, plus a concrete suggested next step (typically booking a discovery call).
5
Send or draft
If the lead has an email, send_email sends via your connected Gmail/Outlook — or via the platform mail service if no mailbox is connected. With no email (or if sending fails), it returns the draft for approval instead.
6
Sync to CRM
If HubSpot is connected, hubspot_upsert_contact upserts the lead as a contact (email plus optional name/company) so the qualified lead lands in your pipeline.
7
Record output
It calls record_output exactly once with the qualification, score, and outreach (sent or drafted). This becomes the dashboard feed summary with full detail attached.
Outcomes delivered

Setting it up — owner / admin

  1. 1
    Deploy from the marketplace
    After subscribing to Sales Agent, deploy it from your dashboard. The deployment gets its own detail page at /dashboard/agents/[id] where you configure, run, and review it.
  2. 2
    Connect tools (optional but recommended)
    Connect Gmail or Outlook so the agent can send outreach (without a mailbox it still sends via the platform mail service, or drafts). Connect HubSpot so qualified leads are upserted as contacts. These connections are auth'd at the org level and the agent gracefully degrades to drafting if they're absent.
  3. 3
    Fill the two config fields
    On the deployment page under 'Configure', set 'Your ICP' (who's a great fit — e.g. mid-market B2B SaaS) and 'Inbound lead (for test runs)' (paste a sample lead to dry-run). Click 'Save configuration'.
  4. 4
    Understand triggers
    Sales Agent is designed to fire in real time on each new inbound lead (webhook) or run on demand. Note: this agent's config has no built-in schedule field — it is event/on-demand driven rather than cron-scheduled, so wire your inbound lead source to it for live triage.
  5. 5
    Do the first run
    With a sample lead and ICP saved, click 'Run now' on the deployment page. The page polls every few seconds and shows status, token usage, and tool-call count as it completes.
  6. 6
    Review and verify the output
    Check the Execution history card for the recorded deliverable (the one-line summary plus full qualification, score, and outreach). Confirm the score reasoning matches your expectations and that email/HubSpot actions happened as intended before pointing live inbound at it.

Using it day to day — your team

  1. 1
    Send leads in
    As inbound leads arrive (or are routed to the agent), each one triggers a run. Day to day there's nothing to do manually — the agent picks up the lead and processes it.
  2. 2
    Read the score and reasoning
    Open the deployment's Execution history at /dashboard/agents/[id] to see each lead's 0-100 score with reasoning, so you can prioritize the strongest fits first.
  3. 3
    Review or send the outreach
    If a mailbox is connected the tailored outreach is already sent. If it was drafted, copy the message and send it yourself, or edit before sending.
  4. 4
    Act on the suggested next step
    Follow the recommended next step — usually booking a discovery call — and pick up the conversation when the prospect replies.
  5. 5
    Find the lead in your CRM
    When HubSpot is connected, the qualified lead appears as a contact in HubSpot with email and any captured name/company, ready for your normal pipeline workflow.

Use cases

Inbound triage
Score and route every new lead instantly against your ICP, so reps work the highest-fit prospects first instead of triaging by hand.
Speed-to-lead
Reply to hot inbound within minutes, not hours — the agent drafts or sends tailored outreach the moment a lead arrives.
Meeting booking
Turn pricing/security-page interest into booked discovery calls by drafting outreach with a clear next step and full qualification context.
Consistent qualification
Apply the same disciplined ICP scoring and reasoning to every lead, removing rep-to-rep variance and giving managers a transparent audit trail.

What to expect

  • A 0-100 qualification score with written reasoning for every inbound lead
  • Tailored first-touch outreach, sent automatically (Gmail/Outlook or platform mail) or drafted for approval
  • A suggested next step (e.g. book a discovery call) attached to each lead
  • Qualified leads upserted as HubSpot contacts when HubSpot is connected
  • A recorded deliverable per run, visible as a summary in the dashboard feed with full detail
  • Faster speed-to-lead and more booked meetings with full context

Metrics to watch

  • Speed-to-lead: time from lead arrival to outreach sent/drafted
  • Score quality: how often the agent's 0-100 score matches reps' own assessment of fit
  • Send vs draft rate: share of leads emailed automatically vs handed off as drafts (depends on email + mailbox availability)
  • Reply rate on agent-sent outreach
  • Meetings booked from agent-qualified leads
  • Run success rate and tool-call/turn counts (stays within the 6-turn cap)

FAQ

Does it email leads automatically?
Only when the lead has an email address. It sends via your connected Gmail/Outlook if available, otherwise via the platform mail service. If there's no email — or you'd rather approve first — it returns a polished draft instead of sending.
How is the score calculated?
The agent qualifies the lead against the ICP you configure plus the lead's own signals (role, company size, intent like viewing pricing or security docs), and returns a 0-100 score with transparent written reasoning you can review or override.
Do I need HubSpot connected?
No. HubSpot is optional — when connected, the agent upserts the qualified lead as a contact (email, plus optional name and company). Without it, the agent still qualifies, scores, and drafts/sends outreach; the lead just isn't written to a CRM.
Can I schedule it to run on a timer?
This agent is event/on-demand driven rather than cron-scheduled — its configuration exposes only the ICP and a sample-lead field, with no schedule selector. It's meant to fire in real time on each new inbound lead (webhook) or via 'Run now' for test batches.
How do I test it before going live?
On the deployment page (/dashboard/agents/[id]), set 'Your ICP', paste a sample lead into 'Inbound lead (for test runs)', save, and click 'Run now'. The Execution history shows the qualification, score, and outreach so you can validate behavior before pointing live inbound at it.