A Salesloft AI Agent That Keeps Your Cadences Running
Salesloft works when every person is in the right cadence and every task gets done. Your agent handles the sorting so your reps handle the conversations.
From $10/month 30 days free No credit card
What Your Agent Does In Salesloft
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Sorts People Into Cadences
Give it a webinar attendee list and it adds each person to the cadence for their role, leaving out anyone who opted out.
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Prepares The Day’s Tasks
Each morning it lists a rep’s due steps, drafts the personalized emails and leaves call tasks with a talking point.
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Logs Notes And Outcomes
Tell it a call ended with “send pricing” and it records the outcome, adds the note and sets the next step.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Salesloft for you, with your own login, and reports back in the thread.
- Put the attendees from Tuesday’s webinar into the mid-market cadence.
- What steps do I have due today, and can you draft the emails?
- Take anyone who unsubscribed out of every active cadence.
Use Salesloft With Octopus Prime
- Open Settings › Connections, choose Salesloft and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Salesloft for you without ever seeing your password.
- Choose which agents can use Salesloft: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Salesloft And Your Agents
Will it contact prospects without me?
Not unless you allow it. Emails it writes wait in your project for you to read, and you can set sending to ask first.
Can it work across more than one rep’s cadences?
It works with whatever the connected Salesloft user can see, so a team lead connection covers the team and a rep connection covers just that rep.
Does my agent see my Salesloft password?
No. Your Salesloft login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Salesloft, at any time in Settings.
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Capsule CRM
Contacts, notes and tasks kept current.
Put An Agent To Work In Salesloft. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
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