1. Sales Task Agents
Follow-ups, reminders, and nudges — automated in real time
These agents track lead activity, deal status, and team tasks to autonomously send reminders, follow-up emails, or schedule next steps based on pipeline progress. You set the rules — the agents act when the moment is right.
Key Functions:
- Trigger follow-ups based on email opens, call notes, or deal inactivity.
- Schedule tasks or meetings automatically when a stage changes.
- Send deal nudges or task escalations to sales reps or managers.
Best For:
- SDRs, AEs, and CSMs managing large pipelines.
- Sales managers enforcing SLAs and follow-up hygiene.
2. CRM Cleanup & Enrichment Agents
Your CRM stays updated — without manual entry
These agents monitor CRM fields and correct, update, or enrich data in real time. Whether it's missing job titles, outdated phone numbers, or duplicate records, AI agents keep your data clean and actionable.
Key Functions:
- Auto-enrich leads with LinkedIn/company info.
- Detect and merge duplicates.
- Flag incomplete fields and autofill missing data.
- Regularly validate stale records and update them.
Best For:
- Sales ops, marketing teams, and RevOps roles.
- CRMs with large contact databases or integrations.
3. Lead Routing & Assignment Agents
Assign the right leads to the right reps instantly
Routing leads manually based on geography, industry, or deal size wastes time and creates lag. These AI agents route, reassign, or escalate leads as soon as they enter your system — using your logic, scoring models, or predictive intent.
Key Functions:
- Auto-assign leads based on region, industry, or product fit.
- Re-route stale or untouched leads after a time threshold.
- Tag and notify reps with high-priority or inbound leads instantly.
Best For:
- Fast-growing teams with multiple reps.
- Inbound channels and live chat lead flow.
4. Internal Query Bots (AI Assistants)
Ask anything about your operations. Get instant answers
Need to know the status of a client onboarding? Or which deals are stuck? Instead of asking the team or checking multiple systems, your AI assistant delivers the answer instantly — using real-time access to CRM, project tools, or tickets.
Key Functions:
- Ask: “What’s the status of Deal X?” or “Which clients have churn risks this month?”.
- Answered instantly using live CRM/project data.
- Secure and role-based access.
- Can be embedded into Slack, Teams, or your portal.
Best For:
- Sales leaders, project managers, CSMs.
- Anyone needing fast visibility into key data points.
Benefits Snapshot:
| Feature | Outcome |
|---|---|
| Autonomous Follow-Ups | No more missed deals due to delayed communication |
| Real-Time CRM Updates | Accurate reporting, better segmentation |
| Instant Lead Distribution | Faster engagement, higher conversions |
| On-Demand Internal Visibility | Less dependency on manual reporting |
Why Appsavio’s AI Agents Are Different
- Fully integrated with your CRM, support, and project tools.
- SOC2/GDPR compliant with full audit tracking.
- Custom logic tuning to match your business rules.
- Works in real time — not just on schedule.
Real-World Scenario:
A 15-member sales team at a B2B SaaS company was missing SLAs and losing leads to slow follow-ups.
With Appsavio AI Agents:
- Auto-follow-ups based on deal inactivity.
- Lead reassignment within 10 minutes of inactivity.
- AI assistant answering deal status questions via Slack.
Result:
25% increase in lead response time, 40% fewer missed follow-ups, better visibility for managers
