AI Sales Agent
Your Inbound Leads, Worked in Minutes — Not on Monday Morning
Someone lands on your pricing page at 9pm Friday. An AI sales agent answers their question from your own content, captures them, books the meeting, and has a brief waiting for you before the call. Paste your website URL and the first agent is live in about two minutes.
No credit card. No demo call. The free plan includes 2,000 credits, which is enough to build and test a working agent.
The Problem Is Speed, Not Effort.
Most teams don't lose inbound because nobody cares. They lose it because the gap between “someone raised their hand” and “someone replied” is measured in hours or days, and by then the buyer has three other tabs open.
- 01
A contact form
collects the lead but answers nothing. The buyer's actual question goes unanswered until you get to it.
- 02
A generic chatbot
answers, but it guesses. It will confidently invent a price, a policy, or an availability window you never offered.
- 03
Hiring an SDR
works and costs a salary, and still doesn't cover Friday night.
- 04
An AI SDR tool
is built for outbound volume — cold lists, sequences, deliverability. That's a different job from working the people already on your site.
An AI sales agent sits in the gap: it handles the first contact properly, decides whether the person is worth your time, and gets the meeting on the calendar while the interest is still fresh.
The Agents That Do the Work.
There isn't one giant “sales agent” that does everything. There are focused agents, each owning one job, that you deploy in the order your funnel actually needs. Every one is a working template — open it, point it at your site or your accounts, edit the instructions in plain English, run it.
| Agent | The job it owns | Setup |
|---|---|---|
| Website Lead Capture | Answers visitor questions from your own site content, then shows a lead form the moment someone shows real buying interest. No CRM or calendar needed to go live. | 2 min |
| AI Receptionist | Learns your brand from your website, answers FAQs, and books a demo on Google Calendar at the exact time the visitor asks for. | 5–10 min |
| Meeting Scheduler | Finds open slots inside your office hours, offers them, collects attendee details, re-checks the slot is still free, and creates the event. | 5–10 min |
| Pre-Meeting Preparation | Builds a brief before the call: attendees, company overview, recent news, your past threads in Gmail and Slack, and talking points. | 10–15 min |
| Web Lead Extractor | Describe your ideal customer in plain English. Get a deduplicated, scored, ranked list of matching businesses with a CSV export. | 10 min |
| AI Email Manager | Triages Gmail by urgency, drafts the replies worth writing, logs threads to Notion, pings Slack when something is genuinely urgent. | 10 min |
| WhatsApp AI Agent | Answers customer questions on WhatsApp from your brand knowledge base and escalates to a human when the answer needs account access. | ~20 min + channel approval |
| Instagram DM Automation | Handles inbound DMs so buying questions in your Instagram inbox don't sit unread. | 10 min |
Scoring and Routing Rules Live on a Separate Page.
How a lead gets graded, what counts as qualified, and where each grade goes are covered in detail there. This page is about the role; that one is about the rules.
See the exact criteria on the AI lead qualification page
One Inbound Lead, End to End.
This is what it looks like when the agents are wired together. Times are elapsed from the first message, on a Friday evening with nobody at a desk.
| Time | What happens |
|---|---|
| 21:14 | A visitor on your pricing page types: “Do you support multi-currency invoicing, and is that on the mid tier?” Website Lead Capture answers from your own published content — it does not invent a price, a policy, or an availability window. |
| 21:16 | Two follow-up questions later, the conversation has crossed a real buying-interest threshold — not a scroll-depth timer. The agent calls the lead capture form itself and collects name, email, and company. |
| 21:17 | The visitor asks to talk to someone. The AI Receptionist checks Google Calendar, offers the slots that are genuinely open inside your office hours, confirms the one they pick, and creates the event with them on the invite. |
| 21:17 | The thread is logged and the notification lands in Slack. You find out on Saturday morning that a meeting was booked, not that a form was submitted. |
| Mon 08:30 | Ahead of the call, Pre-Meeting Preparation pulls the meeting from your calendar, researches the attendee and their company, searches Gmail and Slack for any prior history with them, and hands you one brief: objectives, company overview, recent news, what was already said, and talking points. |
The honest version: that flow is four agents, deployed separately, taking about 25–40 minutes of setup in total. It is not one button. What it isn't is a multi-week integration project either.
Where It Hands Off to You.
An agent that never escalates is a liability. These handoff points are built in, not bolted on.
- 01
When it doesn't know.
If the answer isn't in your knowledge base, the agent says so rather than guessing. Unverified pricing, policy, and availability answers are treated as failures, not as creative licence.
- 02
When the request needs account access.
Anything that requires looking at a specific customer's account, billing, or order history escalates to a human. The agent doesn't get to pretend it has that access.
- 03
When the buyer asks for a person.
A direct request for a human is a handoff, immediately.
- 04
When it's a real deal.
Negotiation, custom terms, security review, procurement — none of that is agent work. The agent's job ends when the qualified meeting is on your calendar.
You set the escalation thresholds in plain English in the agent's instructions. There's no rules engine to learn.
Runs on the Tools Your Sales Already Runs On.
Connect natively
- Google Calendar
- Gmail
- Slack
- Notion
Beyond the templates' defaults, there are 2,000+ SketricGen connectors available if you need the agent to write somewhere specific. You connect them from the app marketplace inside the builder — no API work.
AI SDR Tools vs. a Sales Agent You Configure.
The AI SDR category (11x, Artisan and similar) sells a headcount replacement for outbound. That's a legitimate product for a different problem. Here's the honest difference:
| AI SDR tools | A SketricGen sales agent | |
|---|---|---|
| What you're buying | An outbound motion: cold lists, sequences, deliverability | A configurable agent that works the inbound you already have |
| Primary direction | Outbound to strangers | Inbound from people already on your site |
| Who writes the rules | Vendor's playbook, limited configuration | You, in plain English, in the agent instructions |
| Where the answers come from | Vendor's models and data | Your website content and your connected accounts |
| Time to first output | Onboarding and list-building first | 2 minutes for the first agent |
| When it's wrong | You file a ticket | You edit the instruction and re-run |
| Entry point | Sales call, annual contract typical | Paste a URL, free tier, no call |
If your problem is “we need 5,000 cold emails a week,” buy an AI SDR tool. If your problem is “the people who already found us wait too long for an answer,” this is the closer fit.
What These Agents Will Not Do.
Stated plainly, so nobody buys the wrong thing:
- 01
They will not cold-call.
There's no dialer and no voice outbound.
- 02
They will not run outbound email infrastructure.
No domain warmup, no inbox rotation, no deliverability management.
- 03
They will not negotiate or close.
Pricing exceptions, contract terms, and procurement are human work.
- 04
They will not buy you intent data.
Web Lead Extractor finds businesses matching your profile from public listings; it is not a third-party intent or technographic feed.
- 05
They will not invent contact details.
Missing emails are marked missing, not guessed. Coverage on any scraped list is partial by nature.
- 06
They will not replace your CRM.
They feed it. The system of record stays yours.
Setting One Up.
- 01
Step 1
Paste your website URL
The builder crawls your site and extracts a brand snapshot — tone, offerings, policies, positioning — and builds a searchable knowledge base from your content.
- 02
Step 2
Pick the template that matches your bottleneck
Losing site visitors? Start with Website Lead Capture. Drowning in scheduling? Start with the AI Receptionist.
- 03
Step 3
Edit the instructions in plain English
Who the agent is, what it may and may not claim, when it should treat someone as a lead, when it should escalate.
- 04
Step 4
Connect the accounts it needs
Google Calendar for booking, Gmail and Slack for context. Website Lead Capture needs none of these to go live.
- 05
Step 5
Test it in the Playground
Ask it your buyers' three hardest questions, including one you know isn't answered on your site — confirm it declines instead of inventing.
- 06
Step 6
Publish to the channel
Website widget, WhatsApp, Instagram, or internal.
First agent live in about two minutes. The full inbound flow from the worked example above is roughly 25–40 minutes of setup.