For sales
AI for sales: a teammate that keeps every deal moving.
Click any teammate on the ring to see it here.Tap any teammate above to see it here.
Meet this teammate The short answer
What does AI for sales actually do — and will it message my prospects on its own?
AI for sales handles the recurring sales operations — tracking the pipeline, drafting follow-ups, keeping the CRM current, and prepping pipeline reviews — so your reps spend their hours selling instead of on admin. The key is a teammate set up to propose: it drafts the message and the CRM update, and you decide what actually goes out.
That's the model Kuvai uses. Your sales teammate, Jordan, is grounded in your pipeline, your follow-up cadence, and the way your team qualifies and notes deals, so the work reflects where each deal actually is — not a generic sales template. Jordan watches your deals, drafts the next touch, and assembles your reviews, and when it's set up to draft, emails to prospects and CRM changes wait for you. Every reply shows the steps it took.
Watch the pipeline, draft the next move, keep the record honest, prep the review — and you decide what is sent or filed. That's the whole job.
The work that quietly loses you deals
Follow-ups that slip
The nudge a deal needed on Tuesday goes out the following week — or never. The day fills with calls, and the cadence is the first thing to break.
A CRM nobody keeps current
Logging notes after every call is the first task dropped, so within weeks the pipeline no longer reflects reality and forecasting becomes guesswork.
Lead research that eats selling time
A good first touch needs to know who the prospect is and why now. Done well it takes time; done in a rush it shows.
Pipeline reviews prepped at the last minute
The weekly meeting runs on a snapshot someone scrambled to build that morning — which deals moved, which stalled, what's at risk.
How the work gets done. Step by step.
The Monday pipeline review, drafted before the meeting
- 1Add a teammate with the job title “Sales Operations Analyst”. It starts grounded in your Company Context: what you sell and who you sell to.
- 2Connect HubSpot or Salesforce and approve it for this teammate.
- 3In chat, ask:“Every Monday at 7, list deals stuck at the same stage for three weeks, oldest first, with the last touch and a suggested next step.”
- 4The review lands in chat before the meeting. Every reply shows its steps, so you can see which deals and notes it read.
Every quiet deal gets a drafted next touch
- 1Give it your playbook, pricing and two or three past proposals so drafts sound like your team.
- 2Connect Gmail and approve it for your Account Executive teammate.
- 3Ask it to draft a follow-up for each deal that has gone quiet, referencing what was actually discussed.
- 4Drafts arrive as cards you can edit. Ask for drafts and you get drafts; you choose what gets sent.
Inbound leads researched before the first call
- 1Forward new inquiries to Mia's Kuvai address, or give your SDR teammate Apollo.io and your CRM.
- 2The teammate reads the lead's website and public sources and writes a short brief: who they are, what they likely need, and the angle to open with.
- 3It keeps a living document of new leads, one row each, so nothing gets lost between people.
- 4It hands the brief and a drafted first reply back to you. You decide who gets a call.
Teammates to start with. Add them one at a time.
Sales Development Representative (SDR)
Builds qualified pipeline by researching prospects, drafting outreach, and prioritizing the leads most likely to convert.
Sales →
Account Executive
Manages active deals end to end with discovery summaries, proposal drafts, stakeholder maps, and clean forecast hygiene.
Sales →
Sales Operations Analyst
Keeps pipeline reporting accurate and sales processes efficient through CRM data quality, funnel analytics, and forecast support.
Sales →
CRM Administrator
Keeps your CRM reliable through configuration governance, data quality monitoring, workflow upkeep, and responsive user support.
Sales →
Works in the tools you already use
- HubSpot
- Salesforce
- Apollo.io
- Gong
- Gmail
Google Calendar
See it on a real job. Set up once, runs on schedule.
How it worksWhat your sales teammate does
You brief Jordan the way you'd brief a new sales coordinator. From then on the teammate owns the motion between conversations — and queues everything for your review.
Jordan drafts; you decide. Set the job up as drafts and emails to prospects and CRM changes wait for you to review.
Watches the pipeline
Tracks every open deal — its stage, age, and last activity — and notices when one goes quiet or slips past its expected next step.
Drafts the next follow-up
Writes the right next touch for each deal in your voice, referencing where the conversation actually left off — ready for you to send.
Researches inbound leads
Finds out who a new lead is and why now from your connected sources, and drafts a briefed, personalised opener so reps aren't cold.
Keeps the CRM current
Drafts deal-note updates from your emails and meeting context and queues them for your approval.
Preps your pipeline review
Assembles the review on a schedule: every open deal, stalled ones flagged, suggested next actions — ready before the meeting.
Shows its work
Every reply shows the steps it took and what it read, so you can see why each follow-up was drafted.
Your AI team for sales
Each teammate is grounded in your business and drafts for your review. Build any from a ready-made role, or describe your own.
Every teammate drafts; you decide what's sent, posted, or filed.
Jordan — Sales Coordinator
- Tracks the pipeline and never lets a follow-up slip
- Drafts the next touch and keeps your CRM current
Sam — Customer Success
- Watches account health and flags renewals and churn risk
- Drafts the outreach for you to send
Priya — Research Analyst
- Gathers cited research from primary sources
- Monitors the market and keeps a living brief current
How you set it up
Ground Jordan in your pipeline and playbook
Give Jordan your follow-up cadence, qualification criteria, and the way you write to prospects, so the work matches your process — not a generic template.
Connect your CRM and inbox
Connect HubSpot, Salesforce, or Apollo and your email so Jordan can see deals and draft from context. Every connection is approved by you.
Set the cadence
Tell Jordan when reviews are due and how often to draft follow-ups — Monday pipeline review, Friday wrap, daily lead briefs. The teammate works ahead so drafts are waiting.
Review, approve, and send
You get drafts to check and send, and you decide what reaches a prospect or changes in your CRM.
What it looks like in your week
Every workflow ends the same way: a draft for you to review. You decide what reaches a prospect or changes in the CRM.
The Monday review, drafted overnight
Before the pipeline meeting, the review is assembled — deals progressing, deals stalled, deals at risk — and the week's follow-ups are drafted and queued.
Follow-ups that don't slip
Jordan tracks where each conversation left off and drafts the next touch at the right time, in your voice. You review and send; once a touch type has earned your trust, it can go out on a schedule.
A CRM that stays honest
Jordan drafts note updates from your emails and calls and queues them for approval, so the record reflects reality without the after-hours data entry — with each change waiting for your approval.
What it connects to
Jordan connects to the tools your sales motion already runs on, through Kuvai's Connected Systems. Every connection is made through explicit approval, and you decide what it may write to your CRM.
We're honest about what's live: the teammate works with the CRMs and tools in Kuvai's catalog, and proposes changes rather than writing them silently.
HubSpot & Salesforce
Track deals and stages, and draft note and deal updates for your approval.
Apollo & People Data Labs
Research inbound leads and contacts so first touches are briefed, not cold.
Gmail & Outlook
Draft follow-ups from where each conversation left off — queued for you to send.
Google Calendar, Cal & Calendly
See meetings and timing so follow-ups land at the right moment.
It stays in its lane
Built for a pipeline you can't afford to lose
Your prospect relationships are too important to hand to an autopilot. These are the guardrails the teammate runs inside — by design, not by policy.
You decide what reaches a prospect
Jordan drafts follow-ups and queues them. You send them; autonomous sending is something you opt into, for the touch types you choose.
CRM changes are proposed to you
Deal and note updates are proposed for your approval, so the pipeline record reflects what you confirmed.
Every reply shows the steps it took
Every reply shows what Jordan drafted or proposed, why, and against which deal.
Sales coordination is the job. Work outside it is flagged for you rather than guessed at, and the selling stays human.
Questions, answered
What is an AI SDR?
An AI SDR is an AI teammate that does the research and drafting behind outbound and inbound sales: reading up on leads, writing first touches and follow-ups, and keeping the pipeline current. On Kuvai it works from your CRM and your own materials, and you decide how far it goes: set it up to draft and a person sends.
Will SDRs and sales reps be replaced by AI?
No. The relationship, the call and the judgment about which deal deserves attention stay with people. A teammate takes the research, the drafting and the CRM upkeep so reps spend more of the week selling.
Is an AI SDR better than a manual SDR?
At the repetitive part, yes: it never lets a follow-up slip and keeps the CRM current on the schedule you set. A person is better at reading the room, handling objections and closing. The strongest setup is both: the teammate keeps every deal moving and the record honest, and your reps do what only people can.
How much does an AI SDR cost?
Kuvai is metered by working time, not by seat: one credit covers 3.6 seconds of model working time. You can start free with a one-time 2,500-credit grant and no credit card. Paid plans add a monthly credit allowance; see the pricing page for current plans.
Can AI follow up with my leads automatically?
It can draft every follow-up on the cadence you set, as a scheduled task. Set the job up as drafts and that's what you get: each message comes to you to review and send. Routine work, such as building the weekly list, runs on its own.
Can AI keep my CRM updated without me doing data entry?
It can do the reading and propose the updates: stage changes, notes from email threads, next steps. Ask it to make the updates and it makes them; ask for proposals and you get proposals. Updates it starts on its own never make destructive or out-of-lane changes without checking with you first.
Which CRMs does it work with?
HubSpot and Salesforce are connectable today, along with Apollo.io, Gong, Gmail, Google Calendar and Calendly. You sign in to each tool in its own window and approve it for the teammates that need it.
Other solutions
Keep exploring
Your sales team is one teammate away.
Name the job. Kuvai builds the teammate around your business, and you decide how far it goes.