warningCredential readiness
Search/discovery provider credentials are not configured; public dossier/manual source runs remain available.
Open Settings > Credentials.
TODO: Replace internal secret controls with real admin authentication before exposing this area beyond local/internal operators.
blockedOperator continuity
Monitor tasks, runtime graph, and ops health.
Runtimewarning
Companies11
Contacts14
Drafts9
Gmail2
Allowlist2
Blocked sends0
unknownSending readiness
Verify manual approval before live send.
Review drafts, confirm allowlisted recipients, then approve one pilot send.
blockedRuntime readiness
50 failed task(s) need review.
Monitor tasks, runtime graph, and ops health.
blockedInvestor motion readiness
Create or adapt a sales motion with an investor/fundraising goal.
Add investor notes to knowledge and create an investor motion when ready.
AI Sales Department
Assembly plan for a controlled autonomous sales team built from the platform runtime plus selected open-source sales-agent patterns.
Operating model
The core is our Sales Motion Runtime, not an imported agent framework. Every agent acts on persisted objects: company, contact, lead, message, task, deal, or policy decision.
First milestone
Close the autonomous SDR loop: research, score, draft, approve, send, ingest replies, schedule meetings, update CRM, and learn from outcomes.
Assembly doc
Full source map and backlog live at docs/autonomous-sales-department-assembly.md.
GitHub resources
SalesGPTConversation stages, objections, product-grounded selling.Reference prompts and state model.
sales-outreach-automation-langgraphResearch, qualification, reports, personalized email workflow.Map workflow steps into our runtime graph.
OpenOutreachLinkedIn lifecycle, rate limits, active-learning qualification.Optional sidecar or reference only until legal review.
ReachGenieFull SDR checklist: queues, channels, bounces, calendar, billing.Architecture checklist, not direct import.
Bright Data AI SDR/BDR AgentCompany discovery, trigger detection, contact research.Reference for trigger intelligence and web-data adapter.
Pilot sequence
- Run email-led SDR loop in approval_required mode.
- Generate prospect dossiers before every first-touch draft.
- Require policy gate and suppression check before every send.
- Ingest replies, classify intent, and route hot replies to meeting scheduling.
- Feed replies, meetings, and opportunity outcomes back into scoring.
Department roles
| Role | Platform module | Status |
|---|---|---|
| Sales Director | RevenueStrategyAgent, policy evolution | Present |
| ICP / Sales Motion | onboarding profiles, runtime context | Present |
| Lead Sourcing | lead-discovery-agent, research workflow | Present |
| Company Research | company-research-agent, website intelligence | Present |
| Contact Discovery | contact-discovery-agent, contact channels | Present |
| Trigger Intelligence | website intelligence, semantic insights | Gap |
| Lead Scoring | prospect-scoring-agent, scoring schema | Present |
| Personalization | outreach-draft-agent, knowledge context | Present |
| Outreach Execution | outreach-execution-agent, limits, suppression | Present |
| Inbox / Reply | reply classification, handler, execution | Present |
| Objection Handling | conversation next action, reply handling | Partial |
| Meeting Scheduler | scheduling and calendar event agents | Present |
| CRM Admin | external CRM adapters and sync | Present |
| Supervisor | policy gates, guardrails, human takeover | Present |