The AI sales agent inside your pipeline
Ask what to work on next. The Agent reads your accounts, replies, campaigns and Signals before it answers, and every change it suggests waits for you to press Run.
As seen on
Which accounts should I work first today?
- Reading replies
- Reading Signals
- Reading your pipeline
Two stand out. The VP of Operations at a regional 3PL replied yesterday asking for pricing, and nobody has answered. A Series B logistics software company posted a Revenue Operations role two days ago, and neither of your contacts there has been messaged.
Move a contact to a stage
Move the VP of Operations at the regional 3PL to In conversation.
- Contact
- VP of Operations, regional 3PL
- Stage
- New → In conversation
Changes a record. Nothing changes until you press Run.
Illustrative example
Trusted by
What the Agent does
Today
What needs you now, from replies to setup steps
Work these first
Up to five accounts to work next, each with its reasons
Answers
Plain-word answers read from your own workspace
Action cards
Changes that wait for you to press Run
Documents
One-pagers, decks, briefs and emails to copy or save as PDF
How the AI sales agent works
Most AI sales agents work outside your data or send on their own. Leadpoet's Agent works inside your workspace and leaves every change to you.
Ask in plain words
Open the Agent from the sidebar or press ⌘J, then ask about an account, a campaign or your week. It knows which screen you are on.
It reads before it answers
The Agent reads your pipeline, replies, campaigns and Signals as you, so it sees only what you can see. Links in its answers open only sources it read.
Run the next step
Each change it suggests is a card that names the records it changes. Nothing changes until you press Run.
What you can ask
Ask the way you would ask a teammate. The Agent answers from your own workspace and turns any change into a card.
What changed at my watched accounts this week?
New signals at the accounts you watch, and which ones to act on.
Who replied and hasn't heard back?
The replies still waiting on an answer from you.
Which deals have stalled?
Deals and qualified contacts with no recent change, each with a next step.
Draft a campaign for heads of RevOps at Series B software companies
An ICP and a draft campaign as cards. Nothing sends until you launch.
Write a brief for my call with the regional 3PL
Call prep from the account and its contacts, to copy or save as PDF.
Changes you approve, one card at a time
The Agent can draft an ICP or a campaign, move contacts and deals, add notes and tasks, and request more contacts. Each change arrives as a card that lists exactly what will run.
Nothing runs on its own
A change happens only when you press Run on its card.
The right records
A card names each record it changes. A card whose summary names a different record is refused.
You launch every campaign
The Agent can set up a draft campaign, but it never launches one or replies to a prospect. It can gather drafts waiting in Review into one card, and pressing Run approves them to send on schedule.
Costs shown first
A card that spends credits, such as requesting more contacts, shows its exact price before you run it.
Put the Agent on a schedule
Pick a preset or write your own instruction, then choose once, daily, weekdays or weekly. Each answer lands in the Agent and can also go to your email or Slack. A run with nothing new stays quiet, and any change it suggests waits for you to press Run.
Morning brief
Replies to answer, meetings booked, drafts waiting and the accounts to work first.
Campaign health
Sends, replies and bounces, plus the one fix that matters most.
Stalled deals
Deals and qualified contacts with no change in 14 days, each with its next step.
End of week
A weekly report of replies, meetings, pipeline changes and campaign results.
It remembers how you work
Ask the Agent to remember your territory, your best customers or how you like a brief written. Each person keeps up to 20 memories and can edit or remove them in the Memory tab. Saved ICP and campaign settings still come first.
Yours alone
Your memories and chats are yours. Teammates keep their own.
You decide
A memory is saved only when you run its card or add it yourself.
Give the Agent more to work with
The Agent is only as useful as the workspace it reads. Fill the pipeline, watch your best accounts and run outreach in the same place.
Plans and pricing
The Agent is on every plan. Each answer or scheduled run uses one AI action: Free includes 200 a month, Launch 400 and Accelerate 1,000, and any plan can add 200 more for $10. Today and Work these first use none.
- Launch
- $100 a month for 200 credits, with 3 email inboxes and one LinkedIn account. Includes everything in Free and company & role targeting.
- Free
- $0 for the company and contact pipeline, email or LinkedIn outreach from one sender (an email inbox or a LinkedIn account), AI pipeline search, HubSpot, Slack and webhooks, and Excel (.xlsx) export. Paid plans add monthly credits for verified accounts.
- Billing
- Monthly, with no annual contract. Cancel in your account before your next billing period.
- Accelerate
- $500 a month for 1,000 credits, with 10 email inboxes and two LinkedIn accounts. Includes everything in Free, company & role targeting and onboarding & priority email support.
Frequently asked questions
What is an AI sales agent?
An AI sales agent is software that does sales work from a plain-language request, such as ranking follow-ups, preparing for a call or setting up a campaign. Leadpoet's Agent works inside your workspace: it reads your own pipeline and campaigns and suggests each change for you to run.
What's the difference between an AI sales agent and an AI sales assistant?
An AI sales assistant answers questions and drafts text when you ask. An AI sales agent can also take steps for you, such as moving a deal or setting up a campaign. Leadpoet's Agent does both: it answers from your workspace, and each step it can take is a card you run.
Does the Agent send messages on its own?
No. It never launches a campaign or replies to a prospect. It can set up a draft campaign, and it can gather drafts waiting in Review into one card. Pressing Run on that card approves them, and they are checked and sent on each sender's schedule.
Is the Agent an AI SDR or AI BDR?
Not in the usual sense. An AI SDR typically finds prospects and messages them on its own. Leadpoet's Agent suggests each step and waits for you to press Run, and messages send only from campaigns you launch or drafts you approve.
What can the Agent read?
Your accounts, contacts and deals, notes and tasks, ICPs, campaigns, drafts in Review, replies, outreach results and Signals. It reads as you, so it sees only what you can see in Leadpoet.
How much does it cost?
Each answer or scheduled run uses one AI action. Free includes 200 a month, Launch 400 and Accelerate 1,000. Today, Work these first and running a card use none. A card that requests contacts also uses credits, and shows how many first.
Can my team use it?
Yes. Everyone on a team can ask the Agent about the team's workspace, and each person's chats and memories are their own. Scheduled runs can be set up by the workspace owner or a team admin.
Can I make documents with it?
Yes. Ask for a one-pager, a short deck, a call brief or an email. Copy the text or save it as a PDF.
Can I cancel anytime?
Yes. Launch and Accelerate are billed monthly with no annual contract, and you can cancel in your account before your next billing period. Scale is set by agreement.
See the Agent on your own pipeline
Ask it about your accounts with our team in a 15-minute call.
Book a demo