Docs Navigation

Blocks

Sales Agent

AI-powered sales representative

Create an intelligent sales agent that can qualify leads, handle objections, recommend products, and guide prospects through the sales funnel with personalized approaches.

Back to Catalog

Agentssales_agent

Block Preview

Sales Agent

AI-powered sales representative

Usage

Add the block to your workflow and connect it to the upstream step.
Configure any required credentials or tokens in the inputs.
Fill in required inputs and optional parameters for the run.
Run a test execution, inspect outputs, and iterate before deploying.
Deploy the sales_agent block with monitoring enabled in production.

Inputs (UI)

System Prompt

long-input

Placeholder: You are a professional sales representative...

Layout: full

Prospect Message

long-input

Placeholder: Enter the prospect inquiry or conversation...

Layout: full

Prospect Profile

long-input

Placeholder: Enter prospect information: company, role, industry, pain points...

Layout: full

Model

dropdown

Layout: half

Options: Dynamic options

Temperature

slider

Layout: half

API Key

short-input

Placeholder: Enter your API key

Layout: full

Condition: model = ["gpt-4o","o1","o1-mini","o1-preview","o3","o3-preview","o4-mini","claude-3-5-sonnet-20240620","claude-3-7-sonnet-20250219"]

Product Catalog

code

Placeholder: [ { "name": "Product A", "description": "Enterprise solution for large companies", "price": "$999/month", "features": ["Feature 1", "Feature 2"], "targetAudience": "Enterprise", "useCases": ["Use case 1", "Use case 2"] } ]

Layout: full

Sales Playbook

long-input

Placeholder: Enter sales strategies, common objections and responses, qualification criteria...

Layout: full

Sales Goals

dropdown

Layout: half

Options: Lead Qualification, Product Demo, Proposal, Close Deal

Include Lead Scoring

switch

Layout: half

Tools

tool-input

Layout: full

Knowledge Sources

knowledge-source-input

Layout: full

Max Search Results

slider

Layout: half

Condition: knowledgeSources = ""

Similarity Threshold

slider

Layout: half

Condition: knowledgeSources = ""

Enable Memory

switch

Layout: half

Memory Limit

slider

Layout: half

Condition: memoryEnabled = true

Importance Threshold

slider

Layout: half

Condition: memoryEnabled = true

Memory Tags

short-input

Placeholder: customer-support, billing, technical

Layout: half

Condition: memoryEnabled = true

Inputs (API)

systemPrompt

string

Optional

prospectMessage

string

Required

prospectProfile

string

Optional

model

string

Required

apiKey

string

Required

temperature

number

Optional

productCatalog

json

Optional

salesPlaybook

string

Optional

salesGoals

string

Optional

includeScoring

boolean

Optional

tools

json

Optional

knowledgeSources

string

Optional

searchMaxResults

number

Optional

similarityThreshold

number

Optional

memoryEnabled

boolean

Optional

memoryLimit

number

Optional

memoryImportance

number

Optional

memoryTags

string

Optional

Outputs

Primary response type:

{
  "content": "string",
  "model": "string",
  "leadScore": "number",
  "salesStage": "string",
  "nextActions": "json",
  "objections": "json",
  "opportunities": "json",
  "recommendedProducts": "json",
  "tokens": "json"
}

Tool Access

openai_chatanthropic_chatgoogle_chatxai_chatdeepseek_chathubspot_contactssalesforce_opportunitiespipedrive_dealsgmail_sendgoogle_searchserper_search