AI Agent Guide: Create Your Own Agent

Sales leaders and RevOps teams are often working with data that is spread across different systems, which makes it difficult to get a full view of what’s happening in the buyer journey. On top of that, teams need the ability to act quickly on any signal, no matter where it comes from.

Salesloft’s data platform brings everything together. It connects first- and third-party buyer signals across the entire sales cycle and gives sellers a clear view of each opportunity. 

This same platform powers our AI agents, giving them the context they need to surface the right insights and suggest the right actions. Revenue  teams can respond faster, stay aligned, and keep deals moving forward in a more consistent and predictable way.

Build bespoke intelligence

By creating your own agent

Revenue operations and sales leadership consistently grapple with unique business needs and data sources that off-the-shelf solutions can't address. 

This lack of customization stifles innovation and prevents the automation workflows tailored to specific organizational goals.

With Salesloft’s ability to create your own agent, you can precisely tailor AI to your unique needs.

Salesloft allows you to connect signals from first- or third-party data source, whether it is internal product usage data, NPS scores, or even custom CRM fields. With the ability to integrate with iPaaS platforms, revenue teams have the ability to seamlessly integrate with signals from almost any tool via a low- or no-code workflow, reducing reliance on busy IT teams.

Customize your own AI agent to act on any signal with generative content with Plays. Plays can generate recommended actions in Rhythm and personalized email content via generative AI, so you can ensure that reps are acting on the most critical buying signals without leaving their workflows. Admins maintain complete control over how and for whom each agent deploys, ensuring that the AI works exactly as your revenue team needs it to. 

See better outcomes with agents trained on your business 

Salesloft's custom AI agents, powered by a comprehensive data foundation of buyer interactions and signals, provide a powerful solution to today's sales challenges. 

They enable revenue operations and sales leadership to move beyond fragmented data and inflexible workflows, embracing a future where all insights are actionable, workflows are automated, and every buyer interaction is strategically informed. 

Ready to see how they work in your environment? Reach out to our sales team for a personalized demo to see how Salesloft can unlock new levels of engagement to drive more revenue for your business

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