Here are three of our latest AI agents that automatically handle time-consuming tasks in the sales process.
Agent 1: The Meeting Agent – automatic notes from every call
Stop writing meeting notes. The agent listens to your calls, transcribes them in real time, and creates a structured summary with key insights and next steps. Everything is automatically saved to the customer card – ready to share with your team or client.
More presence in meetings, better follow-up, and no important details missed.
Agent 2: The Preparation Agent – complete meeting brief in 30 seconds
Never go into a meeting unprepared. The agent analyzes your communication history, CRM data, and current news before each meeting. You’ll receive a concise 2-page report with background, recent conversations, and key decision insights sent to you before the meeting starts.
Professional meetings from the start, stronger impact, and more value creation.
Agent 3: The Prospecting Agent – ready-to-use leads without manual searching
Stop spending hours googling contact details. The agent automatically searches for verified phone numbers and email addresses on the web and adds them directly to your CRM. It can be customized to your needs, for example if you want to fetch data from more sources or focus on specific job titles.
Less admin, faster prospecting, and more qualified contacts.
How to get started
Already have Upsales Accelerate? Then you can activate the AI agents directly under settings in your account – or click here and we’ll help you get started.
Don’t have Accelerate yet, or not a customer? Click here and we’ll help you move forward.