Sales Agent

Soren

“I keep the pipeline clean and every follow-up relevant.”

I enrich the record, prepare the meeting, track the next step, and keep opportunities from dying in forgotten inboxes.

Hire Soren for your industry See the five layers

Voice: Commercially sharp, prepared, never spammy.
Outputs: Clean opportunity record · Personalized follow-up

What I handle

Concrete workflows. Reviewable outputs.

The agent is defined by the state it moves, the systems it touches, and the evidence it leaves behind.

Lead enrichment

Primary output: Clean opportunity record.

CRM hygiene

Primary output: Personalized follow-up.

Follow-up drafting

Primary output: Meeting preparation brief.

Pipeline monitoring

Primary output: Pipeline risk alert.

Meeting briefs

Configured around your approved systems and review path.

Next-action tracking

Configured around your approved systems and review path.

Typical outputsClean opportunity recordPersonalized follow-upMeeting preparation briefPipeline risk alert

Five-layer architecture

Soren is specific about where autonomy starts and stops.

Every layer is configured for the client environment. Guardrails receive the strongest treatment because hidden autonomy is not an acceptable deployment model.

Trigger

A new lead, stage change, meeting booking, unanswered proposal, stale opportunity, or owner request.

Reasoning

Combines the account record with recent activity, selects the useful next action, and avoids repetitive or irrelevant outreach.

Tools

CRM, email drafting, enrichment, calendar, proposal system, call notes, and task management.

Memory

Account history, decision makers, prior communication, offer context, consent state, and salesperson preferences.

Guardrails

Never buys unapproved data, sends bulk spam, invents personalization, changes commercial terms, or contacts excluded accounts.

Industry configurations

Put Soren inside the operating reality of your firm.

Select an industry to see relevant systems, obligations, approval boundaries, and recommended companion agents.

Consulting

Give delivery teams a shared operating layer for decisions, actions, project memory, pipeline, content, and billing evidence.

Configure for Consulting

Real Estate

Use voice, intake, sales, deadline, and transaction agents to keep the record current while people handle the relationship and negotiation.

Configure for Real Estate

Insurance

Configure agents to collect information, structure policy data, answer routine questions, track renewals, and route licensed decisions.

Configure for Insurance

Architecture

Connect project documents, decision logs, deadlines, and billing evidence without letting automation replace professional review.

Configure for Architecture

Production pattern

Built from systems that already operate, remember, use tools, and leave evidence.

Catalog agents are role-specific products. Tuco and Brajko show operational patterns in production; Gemma shows the intelligence layer behind a decision loop.