The Sales Engagement Agent follows up with interested buyers by email, SMS, and WhatsApp. It respects each buyer's consent and contact preferences. It also books meetings that fit your sales team's calendar and every stakeholder's availability. Your team spends less time chasing and scheduling, and more time selling.
Follow-ups slip when they depend on individual reps and inboxes. Leads go quiet. Scheduling with several stakeholders takes days of emails. Context gets lost between the CRM, email, and calendars. Buyers lose momentum, and teams lose meetings they should have booked.
The Sales Engagement Agent helps sales teams build stronger relationships with potential customers. It manages follow-ups, coordinates meetings, and keeps every interaction organized. It runs on Worktual's AI-native platform.
From the first follow-up to the booked meeting, the agent understands each prospect's interest, communicates through approved channels, checks calendars, and books a time for everyone involved. It records every interaction and passes complex questions to a sales representative.
Uses approved customer information to understand the buyer's interest.
Follows up by email, SMS, or WhatsApp, within consent and company guidelines.
Checks calendars and books one meeting for everyone. Records the interaction and passes complex questions to a sales rep.
Want consistent follow-up across the whole team.
Need more booked meetings from interested leads.
Need clean records and clear engagement tracking.
A prospect interested in logistics software requests a demo. The agent follows up and confirms their interest and consent. It checks the sales rep's calendar and books a meeting with the operations and finance stakeholders. The meeting is booked without email back-and-forth.
The agent can be adapted to different industries and sales workflows.
The Sales Engagement Agent follows company-approved guidelines. It respects customer consent and opt-out preferences, and works only with information it has permission to access. It keeps a record of every interaction and passes complex questions to a sales representative.
Pricing: Contact Sales
Integrations
It follows up with potential customers, manages conversations, and schedules meetings with sales representatives and relevant stakeholders.
It understands customer interests, sends personalised follow-ups, checks meeting availability, and schedules appointments based on customer and sales team availability.
Yes. It can connect with supported CRM, email, messaging, and calendar platforms, depending on integration availability and permissions.
It follows approved business guidelines, respects customer consent, and protects customer information through configured access permissions.
Businesses can track customer engagement, response times, successful meeting bookings, and improvements in lead conversion.
Email, SMS, and WhatsApp.
The agent respects the buyer's opt-out preferences.
It passes complex questions to a sales representative.
