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Sales Agent

Use the Sales Agent for ICP, outbound, customer development, pipeline, and GTM execution.

What The Sales Agent Is For

The Sales Agent owns sales and go-to-market execution.

Use it when the task involves ICP, target accounts, customer development, outbound, qualified pipeline, follow-up, consult calls, pitches, negotiation, or account handoff.

Good Sales Agent tasks include:

  • defining positioning from market and competitor research
  • finding qualified accounts and buyer contacts
  • preparing outbound domains and inbox setup
  • drafting and sending approved cold outreach
  • scheduling consult calls
  • qualifying opportunities
  • reviewing consult notes and pitch feedback
  • preparing negotiation or close plans
  • onboarding a newly closed account

For campaign creative, brand direction, content, or marketing-site work, use the Marketing Agent. For technical SEO or site implementation, use the Engineer.

How To Start

Open Canvas, choose Sales Agent, and describe the sales outcome you want.

Strong requests include the target segment, source context, desired CRM updates, and whether external outreach should be drafted or sent:

  • Define our ICP and positioning for mid-market fintech teams.
  • Gather qualified prospects for our ICP and save reliable account notes.
  • Draft cold outreach for these accounts, but do not send until I approve.
  • Review this consult transcript and update the opportunity next steps.
  • Prepare negotiation options for this deal.

How It Works

The Sales Agent starts from existing product, company, research, CRM, contact, email, calendar, and task context when those sources are connected.

It should keep sales records current as work happens. That includes Accounts, Contacts, Opportunities, and Activity when reliable facts, owners, next steps, or follow-up history are available.

The agent should not invent accounts, contacts, replies, pipeline status, or customer evidence.

Review Before External Actions

External actions stay review-gated.

Review before the agent:

  • sends cold outreach or follow-up
  • changes calendar events
  • updates important opportunity status
  • marks a deal as closed
  • commits to pricing, scope, or customer promises

The Sales Agent can draft the message, sequence, meeting plan, or CRM update first. Approve the action when you are ready for it to happen.

Next Steps