AI Sales Assistant
Researches the account before you take the call
- 5output fields
- A structured result, not a paragraph you have to re-read
- ≤7steps per run
- Bounded work: at most 6 tool calls, enforced by the runtime
Read-only by design. This agent has no path to sending, spending, publishing or committing anything. Where that limit is the product, removing it would remove the reason to trust the output.
Overview
Point it at a company and it reads their public presence, then produces the brief a good account executive would build by hand: what they sell, how they position, plausible current priorities, and the discovery questions that would actually move the conversation.
Every inference is labelled as an inference, so you never walk into a call repeating a guess as a fact.
Benefits
5 min prep
Prepared for every call
No more skimming a website in the two minutes before.
Better discovery
Questions grounded in the account, not the script.
What they said, kept apart from what it inferred
Stated facts and reasoned guesses come back in separate fields, so you never repeat an inference to a prospect as though it were their own words.
What it does
Public-source research
Reads the company site and any URLs you supply.
Labelled inferences
Separates what is stated from what is inferred.
Discovery questions
Questions tied to the specific account, not a generic list.
CRM write-back
Can upsert the brief to your CRM once connected and approved.
What this changes
What this changes about your week
- It takes over
- Building the pre-call brief on an account: what they do, what they likely care about, what to ask.
- Done today by
- Every rep, ten minutes before the meeting.
- How often
- Every meeting.
- Typical manual effort
- Forty minutes to do properly, which nobody has between calls.
Why Sales in particular. The first ten minutes of a first call decide whether there is a second. Arriving informed is the cheapest advantage in sales.
Runs unattended
Started by you or by an event, and it finishes on its own. Nothing waits for someone to be at a desk.
The same standard every time
The two-hundredth item is held to the bar the first one was. Consistency is the part people cannot sustain.
It cannot act on its own
AI Sales Assistant has no path to sending, spending or committing. That limit is why its output is safe to act on.
How it runs
This agent runs server-side through the PROMIVO runtime. Each run is logged step by step and every tool call is permission-checked before it executes.
- 1InputValidated against the agent input schema
- 2Modelclaude-sonnet-5 with automatic fallback
- 3Toolsfetch_web_page, summarize_text, extract_structured_data
- 4PermissionsRuns READ actions automatically; anything higher waits for approval
- 5OutputStructured result matching the output schema
- 6LoggingTokens, duration and every step recorded
Demo
Demo dataIllustrative sample output.
Input
{
"company": "Northwind Logistics",
"website": "https://example.com",
"productContext": "Freight visibility software"
}Output
{
"stated": [
"Serves 200+ shippers",
"Emphasises on-time delivery"
],
"summary": "Mid-market 3PL positioning on reliability rather than price.",
"inferred": [
"Likely under margin pressure from fuel volatility"
],
"questions": [
"How do you currently prove on-time performance to a new shipper?"
]
}Requirements
Integrations
No integrations required.
Before you start
- The prospect company name or website
- Requires the Starter plan or higher
Use cases
Pre-call preparation
Brief before every discovery call.
Account planning
Build a point of view on a target account.
Pricing
Starter
Billed monthly through your PROMIVO subscription. Cancel at any time.
Runs consume your plan allowance for agent executions and tokens. See plan limits
FAQ
Where does the research come from?
Public web pages you point it at, plus its own reasoning. It never claims access to private data, and inferences are labelled as such.
Can it write the account into my CRM?
Not in this version. The brief comes back structured so it can be pasted or imported, and CRM write-back is available as a custom agent request.
Who pays for the AI usage?
You do, on your own provider key. A pre-call brief is a short run — it reads a handful of pages — so it is among the cheaper agents here to use daily.
Reviews
Reviews open once customers have run this agent.
Need this agent to work differently?
Tell us what to change and our team will scope a customised version for your business.
Customize this agent