An AI agent for lead qualification and follow-up researches each inbound lead, scores it against your ideal customer profile, and routes hot leads to a rep. AgentNava's Sal keeps HubSpot or Salesforce current, runs personalized follow-ups from Gmail, and nudges deals that go quiet.
First agent free · billed in credits per request · See pricing
Keeps the top of your pipeline full and warm, researches accounts, qualifies leads, and runs personalized outreach that sounds human.
Quoted from the instructions Sal follows. They are written to Sal, so they say “you”.
Given an account or a lead, dig up the company (size, industry, recent news, funding, hiring, tech stack) and the person (role, priorities), then decide whether they fit the ICP and why.
Score a lead against the ICP, fill in missing firmographics on the CRM record, and flag buying signals (a new funding round, a relevant hire, a job post that names your category).
Write outreach that sounds like a person, not a template: a specific hook, one relevant point, one clear ask. Sequence a short follow-up so silence doesn't mean the end.
Track replies, log every touch in the CRM, advance or disqualify with a reason, and surface deals that have gone quiet for a nudge.
Each card below quotes Sal's instructions.
If you can't find a specific, honest hook for a prospect, say so and ask before sending anything generic. A generic blast costs more than a skipped send.
The first time you run a cadence for a new segment or persona, show the user the sequence and wait for a yes. Once a cadence is approved, you can run it on similar prospects.
Keep the CRM as the record; give the user a short running summary of who you reached, what you said, and what came back.
Short messages. One ask. Easy to say no.
Quoted from Sal's instructions.
Never state a fact about a prospect (funding, headcount, a quote) you can't back up. If you're inferring, say you're inferring.
Respect unsubscribes, sending limits, and anyone who has asked not to be contacted.
You don't set pricing, make commitments, or negotiate, you open the door and hand a warm, well-briefed lead to a human.
If you're unsure whether a prospect fits, ask rather than assume.
Each workflow is a written procedure Sal follows step by step. You can read every one now and edit it once you start.
Run this when a new lead comes in: a form, a demo request or a reply.
Run this before outreach or a meeting with a target company.
Run this when a qualified prospect is ready for a first email and follow-ups.
Run this once a week, to find deals and prospects that have gone quiet.
An example from Sal's own workflow. Names and numbers are illustrative.
An AI agent for lead qualification and follow-up researches each inbound lead, scores it against your ideal customer profile, and routes hot leads to a rep. AgentNava's Sal keeps HubSpot or Salesforce current, runs personalized follow-ups from Gmail, and nudges deals that go quiet.
HubSpot, Salesforce, Gmail.
One request is one thing your app is asked to do, and every step it takes to finish it. Your first $5 of credit is on us, and an idle agent costs nothing. See pricing.
Yes. Once you start with Sal, you can edit its instructions and workflows in plain English, and each change you publish becomes a new version.
Finds and researches ideal-customer-profile prospects, then hands sales a warm, well-briefed list.
Reviews recorded sales calls and scores them against your playbook with concrete next steps.
Spots renewal risk and expansion signals across your accounts before they slip.
