AI sales agent development

AI sales agent development starts with a plain problem: a lead fills out a form, then waits hours for a reply, and by then they have talked to someone else. We build custom AI sales agents that respond within minutes over web chat, SMS, email, or WhatsApp. The agent asks your qualifying questions, books a meeting on the right rep's calendar, writes everything back to HubSpot, Salesforce, or Pipedrive, and passes hot leads to a person the moment they are ready to talk.
Where an AI SDR fits your sales team
Speed-to-lead for inbound forms
Website and landing page form fills get a personal reply within minutes, day or night, instead of sitting in a shared inbox until someone checks it.
Real estate and home services leads
Buyer inquiries, quote requests, and service calls from ad platforms and listing sites get answered fast, qualified on budget, location, and timeline, and booked for a showing or estimate.
B2B SDR qualification
The agent works through company size, use case, authority, and timing, then books a discovery call for the account executive who owns that territory.
Re-engaging old CRM leads
Leads that went quiet months ago get a relevant, personal check-in. Anyone who replies with interest is requalified and routed back to sales.
Event and webinar follow-up
Attendees and no-shows each get follow-up that reflects what they saw or missed, with an easy way to book time while the event is still fresh.
What goes into a custom AI lead generation agent
Multi-channel lead response
One agent replies on web chat, SMS, email, and WhatsApp, and keeps the conversation history together when a lead switches channels.
Qualification on your criteria
You define what a good lead looks like. The agent asks those questions in a natural way, scores the answers, and records why a lead passed or did not.
Meeting booking into rep calendars
It checks live availability in Google Calendar or Outlook, applies your routing rules by territory or round robin, and sends the invite with context attached.
CRM enrichment and updates
Contacts, deals, notes, and activity are written to HubSpot, Salesforce, or Pipedrive as the conversation happens, so reps never re-ask what the lead already said.
Personalized follow-up sequences
Leads who stop replying get timed follow-ups that reference their earlier answers. Sequences stop the moment someone books, opts out, or asks for a person.
Hot lead handoff to a human
When a lead shows strong buying intent or asks something sensitive, the agent alerts a rep in Slack, email, or the CRM and hands over the full thread.
Outbound research with human review
For outbound, the agent researches accounts and drafts personal first messages, and a rep approves each one before it goes out.
Optional AI voice callbacks
For inbound leads who prefer the phone, an AI voice agent can call back, run the same qualification, and book the meeting during the call.
How we run this engagement
Discovery
Review your lead sources, response times, qualification rules, and how your CRM and calendars are set up today.
Design
Write the conversation flows, scoring logic, routing rules, and handoff triggers, and agree on what the agent is allowed to say.
Build
Connect channels, CRM, and calendars, then test the agent against real past leads and edge cases before anyone new talks to it.
Launch and tune
Start with one lead source, review transcripts and booked meetings with your team, and adjust before rolling out wider.
Built on a proven, modern stack
Claude API or OpenAI
Language models that run the conversation, read lead replies, and draft personal follow-ups within the guardrails you set.
HubSpot and Salesforce APIs
Read and write contacts, deals, and activity so the CRM stays the single record of every lead conversation.
Twilio
Sends and receives SMS and WhatsApp messages and handles voice callbacks, including opt-out keywords like STOP.
Google Calendar and Microsoft Graph
Check rep availability and book meetings directly into Google Workspace or Outlook calendars.
Node.js or Python
Runs the agent service, webhooks, scheduling, and the business rules for qualification and routing.
PostgreSQL
Stores conversation history, consent records, lead scores, and audit logs.
AI sales agent development FAQ
Can't find what you're looking for? Reach out and we'll answer directly.
An AI SDR does the early work of a sales development rep. It replies to new leads, asks qualifying questions, follows up when they go quiet, and books meetings. A basic chatbot answers questions on one page. An AI SDR works across channels, writes to your CRM, and keeps chasing a lead until it books or opts out.