Your AI Sales Agent.
More follow-through.
More human connection.
Meet Ori. A digital teammate for the conversations, follow-ups and next steps that keep sales moving. Your people build the relationships. Ori keeps the work moving with them.
✦OriAI Sales Agent
01
Reports to your sales managerHuman direction, built in.The work between
“hello” and “let’s go.”
Explore the everyday work you can shape around your next digital teammate.
Start the conversation
Turn a new inquiry into a useful conversation. Ask the right questions, understand the need and give your team the context to move forward.
Happy to help. How many people are on your team, and what would you like to improve first?
Manage Ori like you’d manage anyone: in the room.
01Watch liveEvery chat and call, per agent or per department.
02WhisperCoach mid-conversation, invisible to the customer.
03Act on contextOri checks sales history and refines the offer.
04It sticksTurn feedback into guidance your team can review.
Scroll through the coaching story, then choose a conversation.
One teammate.
Every system you work with.
Click a system to connect it to Ori.
Illustrative connections, using example data.
0 connectedConnect Email to explore how Ori uses it in this example.
A place in your org chart.
A person in charge.
Give your digital employee the same clarity you give your people: a role, a manager and a shared way of working.
OriAI Sales Agent
Your salespeopleRelationships & judgmentOne team. Shared context. Clear ownership.
Ori keeps the work moving
Qualify inquiries, remember the next step and prepare the information your team needs.
Your people lead the relationship
Own the decisions, guide sensitive conversations and step in with the full context.
Give responsibility.
Keep control.
Explore the boundaries that make a digital employee part of a human-led team.
A clear scope. Before the first task.
Define the knowledge Ori can read, the systems he can use and the actions he can take. Access is part of the role you design.
- Read approved product and sales documents
- Review account history in the CRM
- Draft proposals within the assigned scope
You already know how to do this.
You've been managing people for years.
I need a sales agent for the sales team: book demos over WhatsApp and email, remind leads a day before.
Done. Meet Ori, your new AI Sales Agent. He reports to Guy and works alongside Dana. Before his first day: which playbooks should he learn, and when should he ask for approval?
He should follow our booking procedure. Pricing questions go to Guy first.
Onboarded. Ori read the booking procedure and the pricing playbook. Approval gate is on: anything about pricing waits for Guy. He's ready for a supervised test run.
Great. Put his on this week's inbound leads. I'll watch the first conversations live.
He's live. The first demo bookings are ready to review. When you whispered "offer the senior rep to priority leads", he adapted mid-conversation and saved it as a rule for next time.
How did he do this quarter?
Review ready: In this example, the review covers qualified leads, follow-up quality and missed reminders. Review the outcomes with Guy before expanding his autonomy.
Before you
meet Ori.
A few questions about your next AI sales agent.
What does an AI sales agent do?
An AI sales agent can support lead qualification, follow-ups, meeting coordination and proposal preparation. Ori’s exact responsibilities are defined around your team, connected systems and approval rules.
Can our team talk to Ori directly?
The proposed workflow includes direct conversations with both customers and teammates through channels such as WhatsApp, voice and chat. The demo above illustrates these modes; channel setup and availability are confirmed during scoping.
How does Ori use our company data?
You define the approved knowledge sources and system access for the role. These can include sales documents, email context, ERP information, CRM records and calendars. Specific connections and permissions are agreed during setup.
Can Ori approve discounts on his own?
You set the pricing boundaries. An exception can be routed to a sales manager before Ori makes a commitment. Use the live coaching example above to explore private guidance and a human handoff.
Does an AI sales agent replace our salespeople?
This role is designed to work alongside your people. Your team owns the relationships and judgment; the digital employee supports agreed conversations and follow-through.
How much does an AI sales agent cost?
The scope depends on the work, channels, integrations and oversight your team needs. Discuss your use case with us to define the setup and commercial terms; this page does not offer a fixed price.
YOUR NEXT TEAMMATEPut the next step
in good hands.
Tell us about your sales team. Let’s shape Ori’s role around the work you need to move forward.
Hire your sales agent Looking for a different role? Build your own employee.