Sales agents that work the pipeline, with the rep in charge
Ready-made agents on OrchKernel, the operating system for the AI-native company. They research leads, run outreach from the rep's mailbox, check proposals against your discount policy and rebuild the forecast. No email or meeting goes out without the rep.
Follow-ups slip and discounts drift
Follow-ups slip
Discounts drift
Automation sends the wrong thing
Four agents on your pipeline
The CRM module holds leads and contacts. The Sales module's agents work on top of them, or on records that stay in Salesforce.
Sales
Outreach, deal desk, proposals and forecasts for a sales team.
SDR Outreach
Researches new and quiet leads, finds the right person, runs a short email cadence and hands qualified replies to the rep.
- Starts
- When a lead is created or a touch is due, and when a prospect replies.
- Waits for
- Every email needs the rep to approve the draft.
Deal Desk
Reviews proposals against your discount and terms policy. Approves what is inside it and escalates the rest with a recommendation.
- Starts
- When a proposal moves to review.
- Waits for
- Anything outside the policy goes to a person.
Proposal Writer
Drafts and revises proposals from the lead's notes and your price list.
- Starts
- When the rep asks.
- Waits for
- Sending happens only when the rep asks and approves.
Forecast Analyst
Rebuilds the period forecast from the pipeline and tells the sales lead what moved.
- Starts
- Every weekday.
- Waits for
- Nothing to approve. It reads the pipeline and reports.
The rep stays in charge
No email or meeting goes out until the rep approves it.
No email without the rep
The modules ship with a rule: agents never send email without the rep approving the draft.
No meeting without the rep
Agents never put a meeting on a rep's calendar without the rep approving the invitation.
Acting for one rep
Each agent acts for a named rep, from that rep's mailbox, and never has more access than the rep. Revoke it and everything stops.
Policy as code
Keep the discount policy and approval rules in Git. Check them in CI and apply changes through review.
Records stay where they are
Leads can stay in Salesforce. Every write is checked against the live record first.
A record of every touch
Every action lands in a tamper-evident log, and every agent has a scorecard.
Sales questions
Start with one part of the pipeline
Bring one real sales workflow. We help you run it on OrchKernel, on your own systems.