The Sales Agent. Lead to payment, one thread.

Generic LLMs can't do this.

What it actually does.

Real work the agent does end-to-end. Every step is auditable, every consent gate logged, every escalation routed to a named human.

1. 01

   Inbound web-form qualification

   Replies to a "request a demo" form in under 30 seconds and books the meeting before the lead tabs away.

   • Greet the lead on web chat the instant the form posts.
   • Enrich the email against ZoomInfo and firmographic data.
   • Ask three BANT-adjacent questions tied to the lead's industry.
   • Score propensity (fit plus intent plus on-site behaviour) and route.
   • Drop a Calendly slot for an AE if the score clears MQL.
   Consent gateGDPR/CCPA notice at form submit. Marketing consent stored with timestamp and policy version.

   Human in the loopThe AE owns discovery and pricing.
2. 02

   Outbound WhatsApp re-engagement

   Reopens dormant pipeline through templated WhatsApp messages and threads any reply back to the original deal.

   • Pull closed-lost or stalled opps over 60 days old.
   • Send a Meta-approved template message to the contact.
   • On reply, the 24-hour session window opens and free-form chat begins.
   • Run an updated propensity score against current intent signals.
   • Promote to SQL or close-lost-final based on the reply intent.
   Consent gateWhatsApp Business Platform requires explicit channel-specific opt-in, recorded separately from email consent.

   Human in the loopAccount executive owns any re-opened deal over $25k ACV.
3. 03

   Multi-channel SDR cadence

   Runs a sequenced email, SMS, and WhatsApp cadence on cold leads with full opt-out plumbing.

   • Build the list from Apollo / Clay enrichment against the ICP.
   • Send day-1 email with one-click unsubscribe and a physical address (CAN-SPAM).
   • On open or click, escalate to SMS only if prior written consent is on file.
   • Pause the cadence the moment any STOP / unsubscribe arrives, across all channels.
   • Promote engaged contacts to the human SDR queue with a propensity score attached.
   Consent gateTCPA prior express written consent for SMS, plus the April 2025 opt-out rule. Revocation honoured within 10 days, one clarification reply only.

   Human in the loopSDR runs live discovery calls. AE closes.
4. 04

   Quote-to-payment for low-ACV product

   Sends a quote, answers objections, and takes payment without a human in the loop for self-serve tiers.

   • Confirm the buyer's company, billing email, and tax jurisdiction.
   • Generate a quote PDF from a CPQ rule set.
   • Answer pricing and contract objections from a vetted knowledge base.
   • Issue a Stripe Payment Link or run Agentic Commerce Protocol checkout in-thread.
   • Trigger CRM stage change, send the receipt, and provision the account.
   Consent gateClick-through terms acceptance logged with IP, timestamp, and contract version. PCI scope stays inside Stripe.

   Human in the loopAny deal above the self-serve ceiling (Scale tier default $5k ACV) routes to a human AE.
5. 05

   Event and webinar lead capture

   Follows up every event lead within 5 minutes and qualifies before the next-day drop-off hits.

   • Ingest the attendee list with consent metadata from the event platform.
   • Send a same-day recap on the channel the attendee opted into.
   • Ask one qualifier and one CTA per message.
   • Score against pre-event ICP fit and live session attendance.
   • Hand any score over the SQL threshold to the named AE within the hour.
   Consent gateEvent-platform opt-in scope is verified before any outbound. Secondary marketing consent prompted on first reply.

   Human in the loopDemo, technical Q&A, and procurement conversations.
6. 06

   Account-based pursuit on intent surge

   Reacts inside 48 hours when 6sense or Bombora flags a topic surge on a target account.

   • Listen for surge events on accounts in the named-account list.
   • Identify the buying committee members already in CRM.
   • Personalise an email with the surge topic and a relevant case study.
   • Open WhatsApp or SMS only on contacts with prior opt-in on that channel.
   • Brief the AE with a one-page account dossier: surge topic, fit score, prior touches.
   Consent gateLawful basis logged per contact: legitimate interest for B2B email in the EU, prior consent for SMS/WhatsApp.

   Human in the loopStrategic outreach, executive sponsorship, and commercial terms.

Phase by phase.

The end-to-end path the agent runs. Every phase logs what it captured, what consent applies, and where a human gates the next step.

1. 01

   Anonymous visit

   Agent tracks page path, dwell time, and referrer. Cookie banner sets consent state before any identifier is written.

2. 02

   Identification

   Visitor submits a form or pings chat. Email is enriched, firmographic data joined, marketing-consent flag stored with policy version and timestamp.

3. 03

   Qualification

   Agent asks two to four ICP-shaped questions. Fit score, behavioural score, and third-party intent combine into a 100-point propensity number.

4. 04

   Routing

   MQL goes to a human SDR queue. Self-serve fit goes straight to checkout. Cold leads stay in nurture.

5. 05

   Multi-channel nurture

   Agent sequences across the channels the lead has opted into, threading every reply back to the same CRM record. STOP on one channel pauses the rest.

6. 06

   SQL conversion

   Agent books the demo on the AE's live calendar, sends prep notes, and writes a pre-call brief.

7. 07

   Proposal and checkout

   For self-serve tiers, agent issues a Stripe Payment Link or in-thread Instant Checkout, accepts terms-of-service click-through, and stores the signed record.

8. 08

   Payment and handoff

   Stripe webhook flips CRM stage to closed-won, provisions the account, kicks off onboarding email, and pages the CSM. Consent ledger is frozen and archived for audit.

The non-negotiables, spelled out.

Consent, security, accuracy, and residency. Explicit, auditable, and the same line items your CISO or GC already asks about.

What the numbers look like.

Figures we can point at. Every one carries a source you can verify.

What it replaces. What it augments.

How the Sales Agent works a lead

One threaded conversation from first touch to onboarded, across every channel your customers use.

The numbers, up front.

The Starter tier at $300/mo fits a single product line with up to 500 leads a month: enough to cover one inbound web channel plus email, with WhatsApp and SMS bolted on as the consent ledger fills. Growth at $900/mo supports 2,500 leads and the multi-channel cadences most mid-market teams run, including outbound on Apollo or Clay-built lists and intent-surge triggers. Scale at $2,500/mo handles 10,000 leads with full quote-to-payment and the audit, retention, and per-jurisdiction consent controls enterprise legal teams insist on.