Use case · Sales
Close more.
Prep less.
Deploy an AI sales worker into every client call. It joins briefed, participates with context, and sends structured follow-up the moment the call ends.
Mx · Sales
Active · client-call
Pre-call brief loaded
Prospect: Acme Corp · Deal: $42k · Last touch: 12 days ago
Post-call summary ready
Follow-up drafted · Deal stage updated · Next step flagged
Workflow
What your sales worker does on every call.
Before
Before the meeting starts, your AI sales worker reads the deal brief and reviews prior notes. It surfaces the prospect's last touchpoints. So your rep begins the call with context, not scrambling for it.
During
During the conversation, it joins as Mx · Sales. It tracks budget signals, buying cues, objections, and next-step risk in real time. It does not just document the call. It supports the motion.
After
As soon as the meeting ends, it drafts the follow-up. Then it formats the key outcomes and prepares the data your team needs to update the deal record. No manual admin required.
Why it's different
Your last tool recorded. This one participates.
A note-taker listens, transcribes, and sends a doc after the fact. A DelegateWorker sales worker joins the call with a role, a name, and instructions. It helps your team move the deal forward. Not just produce a transcript after the opportunity has already gone cold.
AI note-taker
Listens. Transcribes. Sends you a doc after the meeting ends. Your rep still has to write the follow-up, update the CRM, and decide what mattered.
DelegateWorker
Joins as Mx · Sales. Tracks signals live. Drafts the follow-up as the call ends. Updates the deal log. Flags the next step. Your rep closes the meeting, not the paperwork.
Capabilities
Built for the full sales motion.
DelegateWorker handles the work around the conversation, not just the conversation itself. Prep, signal tracking, follow-up, and structured output all happen inside one worker flow.
Pre-call brief generation
Live signal tracking (budget, authority, timeline, need)
Objection flagging
Competitor mention detection
Follow-up email drafting
CRM field population
Next step scheduling
Deal health scoring
ROI
Time your reps get back every week.
Every minute your rep spends on prep, admin, and post-call cleanup is a minute they are not selling. DelegateWorker helps teams get those hours back. And they do not have to sacrifice visibility or consistency to do it.
3.5 hrs
saved per rep per week on post-call admin
100%
of calls logged with no manual entry
< 2 min
from call end to follow-up sent
Security & trust
Enterprise-ready from day one.
Call data is processed and stored securely. Workers operate in professional environments where confidentiality and auditability matter.
DelegateWorker workers identify themselves as AI participants. We do not support covert attendance or human impersonation.
For full data handling and retention details, see the Security & Data Handling.
FAQ
Questions about the sales workflow.
Will my prospects know the worker is AI?
Yes. The worker joins with a visible name and identifies itself. We do not support impersonation.
Can the worker speak during the call?
Yes. It joins with a voice and speaks at defined moments or on demand.
Does it integrate with my CRM?
Salesforce and HubSpot integrations are in development. Current output is structured JSON and email.
How do I configure it for my sales process?
Write the worker's brief in plain language, the same way you would brief a new SDR.
Keep exploring the sales workflow
Put a sales worker in your next call.
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