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SALES OPERATIONS

AI email agent: enquiry triage and reply drafts

An AI email agent reads inbound B2B enquiries, scores them against your qualification rules using your own knowledge base (RAG), and drafts a context-aware reply. Every enquiry is logged to your CRM — your sales team reviews the draft and sends, without losing time to triage.

Stop losing inbound leads to slow responses. The agent reads the message, classifies it, retrieves the right answer from your internal documents, and prepares a personalised draft. The salesperson reviews and sends.

Book a process reviewSee pricing

What the agent does

An AI agent is not a scripted chatbot — it follows defined rules, calls APIs, and operates on your data with full traceability.

Lead scoring

The model looks at sender domain, company size signals, and request type, then assigns a priority score. Sales reviews high-priority leads first; low-priority drafts can still be sent or archived in one click.

Knowledge retrieval (RAG)

The reply is grounded in your own documents — pricing tiers, NDA templates, service descriptions. The agent cites its sources so the salesperson can verify before sending. No hallucinated facts.

Fast drafts

Response speed correlates strongly with B2B conversion. The draft lands in your inbox or CRM before the prospect closes their browser tab — even at 11 pm on a Friday.

EXAMPLE SCENARIO

An enquiry arrives at 23:15. Nobody is at their desk.

The agent reads the message, checks the sender's company against your LinkedIn enrichment rules, retrieves the relevant pricing band and case study from your internal documents, creates a deal in Pipedrive with the full context, and prepares a personalised reply that proposes a meeting slot before the weekend. Your salesperson opens the draft on Monday morning, reviews it, and hits send — or edits it first.

Data handling and compliance

We use business-grade APIs that don’t train models on your data. An NDA can be signed before access, and every action the agent takes is logged.

Business-tier APIs only
EU data residency available
Data processing agreed in the contract

Want to scope an email agent for your team?

The first working phase is usually planned for 6–10 weeks. Start with a 30–45 minute process review — we confirm fit, scope, and price before any commitment.

Book a process reviewSee pricing