AI agents for sales and sales support

Develops agents for ticket classification, data quality checks and preparation of sales follow-up actions.

Custom agent development for workflows, data entry, report creation and process monitoring.

Development of multi-agent systems for complete process chains, including lead generation and after-sales support.

Agents create procurement and quotation proposals, coordinate preparatory steps and obtain human approvals.

Setup and operation of custom personal, specialist and process-related agents.

Specialised agents handle tasks by dividing the work; the platform takes care of routing, scheduling and retries.

Develops agents and workflows for marketing, CRM and sales tasks.

The inbound agent qualifies enquiries and, according to the product description, books appointments with calendar synchronisation.

The voice agent books calendar appointments, maintains CRM details and creates callback tasks.

Creates Zendesk tickets, books HubSpot appointments and queries Shopify orders.

Agents prepare quotations, pass delivery note data to the merchandise management system and assign service requests.

Agents read and write in CRM, ticket, e-mail or database systems; multi-step processes are developed individually.

Agent offers for service cases, purchasing negotiations and other operational tasks; custom extension via the Agentic Factory.

Develops agents that gather data, maintain ERP master data and trigger agreed ordering processes.

Develops cross-system multi-agent processes; a published commerce pilot links product selection and payment.

Phone and sales agents qualify enquiries, book appointments and transfer details to the CRM.

Books appointments via eTermin and can create a new customer contact for this purpose.

Builds agents that collect data, prepare tasks and initiate rule-bound processes.

Develops agents for research and data preparation as well as workflows for lead routing and CRM-based offers.

Builds custom agents for e-mail work, minutes and the documentation of customer visits.

Creates customers in AMEISE, sends broker authorisations and manages tasks on the basis of voice input.

Develops agents that evaluate data and, after approval, make changes on connected platforms.

Develops its own agents for research, classification, lead qualification and contract analysis.

Agents book appointments, transfer contact details to the CRM and trigger e-mails or tasks.

Assigns labels in guest profiles, starts PMS-based messaging workflows and creates pre-filled booking searches.

Books and reschedules appointments and synchronises conversation results with CRM systems.

Agents check CRM details, create cases, send confirmations and coordinate appointments across several systems.

Development and integration of Copilot Studio agents; automatic ticket creation in Dynamics 365 Customer Service.

Retrieves data and completes configured tasks in CRM, billing and planning systems.

Offers tailor-made agent development and automated initial conversations with lead scoring.

Checks several calendars, books the suitable appointment and sends a confirmation.

Development of agents with API calls, database queries, document creation and writing back to systems.

Develops and operates telephone agents for appointment booking, pre-qualification and process integration.

Develops agents; the e-mail example sorts messages and saves draft replies.

Introduction of Business Central agents for orders from customer e-mails and preparatory invoice processing.

Checks calendar availability and saves appointment bookings; hands conversation results over to CRM systems.

Handles room bookings by chat or telephone via connected PMS or booking systems.

Develops workflow agents and voice agents for appointment scheduling and lead qualification.

Develops agents for lead research and qualification with handover to the CRM.

Builds agents for lead research, reporting, appointment booking and cross-system office processes.

Implements, on request, identified agents, for example for draft offers, handover of documents to accounting or inboxes.

Builds agents and workflows that complete several steps of routine operational work.

Books and reschedules calendar appointments and writes booking data and notes back to the CRM.

Development of custom agents for product data maintenance, customer enquiries and cross-system B2B processes.

Carries out configured tool calls via MCP, APIs and webhooks in enterprise systems.

Qualifies leads, books consultation appointments and reschedules confirmed appointments in connected calendars.

Develops agents that sort enquiries, research leads, prepare offers and reconcile data between systems.

Checks free times and books confirmed appointments; connectors allow further appointment actions.

Implements multi-step AI agent systems and integrates language models into existing software.

Checks free times, books and manages appointments via assigned appointment types.

Makes calls, books appointments, creates follow-up reminders and transfers verified master data to the CRM.

Develops agents for cross-system order management, support and lead qualification.

Capture of expense data, structured quotation creation and automation of order processes.

Researches contacts and sends personalised e-mails according to the rules that have been set up.

Agents handle recurring administrative and service processes and transfer results to existing applications.

Automates enquiry handling, qualifies leads and passes prioritised prospects to the CRM.

Books an appointment chosen by the visitor and can then trigger a booking webhook.

Books meeting appointments directly in Google Calendar or Microsoft 365.

Implements agents and AI systems for lead research, CRM handover and offer preparation.

Creates agents that classify enquiries, compile briefings and prepare tasks via connected systems.

Develops agent architectures; one named customer case automates order intake with an Abas integration.

Evaluate material and web sources, create, check and improve Office files and web pages.

Develops agents that check information from several systems and prepare cases according to defined rules.

Update CRM data, coordinate appointments, create reports and carry out database operations.

Development and operation of customer-specific agents, for example for quotation preparation and connected business processes.

Process enquiries, research information, write data back and trigger follow-up processes.

Sales agents supplement CRM data, coordinate appointments and trigger defined follow-up actions.

Develops agents for handling enquiries, appointment coordination and cross-system data reconciliation.

Develops agents with tool and database access, for example for researching a new CRM lead and preparing offers.

Develops agents for appointment clarification, call forwarding and offer preparation from order data.

Designs and implements agents as well as automated enquiry, qualification and follow-up processes.

Record caller details and enquiries in a structured way, file notes and prepare calendar, callback list or CRM processes.

After confirmation during the conversation, books an appointment in a connected calendar.

Develops agents for sales qualification, first-level support, invoices and onboarding.

Implementation of agentic sales and service processes, including quotation creation and case handling.

Builds ERP agents with structured read and write access, ticket routing and draft offers.

Books workshop appointments, creates cases and assigns sales enquiries to suitable employees.

Develops agents for ticket handling, research, reporting and CRM maintenance as well as structures for several agent roles.

Custom agents automate ticket, quotation and approval processes and coordinate data flows between applications.

Develops agentic systems; describes draft offers from technical data and route proposals from logistics systems.

Explicit integration of multi-agent systems for business processes and administrative workflows.

Develops agents for support, lead qualification, e-mail handling, follow-ups and appointment scheduling.

Agents review e-mails, prepare offers, reconcile documents and support follow-up.

The Gmail-to-Jira agent described extracts details from e-mails and uses them to create Jira tickets.

Develops agents that understand e-mails, create tasks and prepare operational processes.

Books appointments and hands over structured service or damage reports to connected systems.

API and worker agents structure tickets or e-mails and initiate routing, tasks and status updates.

Configures Copilot agents and connects internal data with automated business processes.

Explicitly offered implementation of agents and workflows; ATLANTE records the existing service landscape.

Checks calendar availability and books an appointment during a phone call.

Develops agents for CRM maintenance, ticket classification and multi-step research.

Offers the programming of custom AI agents, including for offer preparation, e-mail and appointment scheduling.

Development and implementation of agentic business processes as well as preparation of sales actions.

An AI agent assigns free-text order descriptions to items; the connected process creates orders and sends confirmations.

Researches contacts and buying signals and consolidates the leads found in the company’s own sales pipeline.

Develops custom agents for support, sales and internal processes.

Books, reschedules and cancels appointments in approved calendars.

Develops agents that research offer data, create drafts and flag information gaps.

Checks calendar times and books directly on request; alternatively, the assistant sends a booking link.

Agents can handle e-mails, coordinate appointments, qualify leads and prepare offers.

Agentforce carries out defined actions such as flow calls, Apex functions or order processing steps.

Calls APIs during the conversation, books appointments and sends results by webhook.

Implements specialised agents with CRM, e-mail and ERP integration.

Multi-agents control sales processes; ticket-to-code agents support the implementation of Jira tasks.

Qualifies messenger enquiries, follows up and books consultation appointments.

Qualify prospects in dialogue and arrange consultation appointments.

Agents book, reschedule or cancel appointments, update CRM data and prepare support tickets and offer PDFs.

Custom agents classify enquiries, pre-qualify offers and handle multi-step order processes.

Develops custom AI agents and automation solutions for business processes.

Creates agents that connect existing Sprinklr rules and workflows into complete processes.

Develops agents for lead qualification, appointment booking, account updates and cross-system data actions.

Captures and stores contact data, calls external HTTP APIs and uses connected MCP tools.

Prioritisation and forwarding of service cases as well as preparation of suitable product packages.

Qualifies contacts, books appointments and initiates reminders or appointment changes.

Assigns e-mails to cases, prepares booking proposals and offers, and hands approved details over to downstream systems.

Develops agents that query information, prepare cases and carry out approved actions via agreed interfaces.

Books appointments, captures customer information and writes conversation results into CRM fields.

Retrieves CRM/ERP context, logs conversations and runs configured booking or follow-up processes.

Books, reschedules and cancels appointments; sends confirmations and reminders.

API calls, database access, data cleansing and forwarding; development of coordinated agents.

Sets up agents that classify e-mails, prepare offers and transfer data to spreadsheets, CRM or shops.

AI assistants create tickets and leads, book appointments and hand over verified document data to ERP or accounting.

Agents classify enquiries, check for duplicates, create CRM leads and book appointments.

Develops agents that qualify enquiries and handle processes within existing systems.

Custom agents capture details from enquiries and documents and prepare offers and follow-up tasks.

Agents qualify requests for quotation, ask for missing details and book confirmed, rule-compliant appointments.

Custom agent and workflow implementation; voice agents book appointments and forward qualified leads.

Qualifies telephone enquiries and books an appointment with the responsible person.

Query enterprise systems and generate complete XLSX, DOCX and PPTX files as work results.