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honestAI

What we automate · Sales

AI agents for sales teams.

HonestAI agents research accounts, qualify inbound leads, prepare meeting briefs, keep the CRM current and draft proposals. Sellers own every customer conversation, price and commitment.

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The problem

Where sales time goes today.

Sellers spend hours on admin

Research, CRM updates and follow-up emails take time away from buyers.

Leads go cold

Inbound interest waits days for qualification and routing.

Proposals are rebuilt from scratch

RFPs and proposals are assembled by copying old documents, with inconsistent answers.

Workflows

Work agents complete.

Each workflow is scoped with your team and measured against today's baseline before it runs in production.

  • 01Account research

    Compiles company news, filings, org changes and likely priorities into a one-page brief.

  • 02Lead qualification

    Scores inbound leads against your ICP and routes them to the right owner.

  • 03Meeting preparation

    Prepares agendas, attendee context and open opportunities before each call.

  • 04CRM updates

    Logs calls and emails, updates stages and next steps from meeting notes.

  • 05Proposal generation

    Drafts proposals and RFP responses from your approved content library.

  • 06Follow-up

    Drafts follow-up emails for seller review after every meeting.

  • 07Pipeline analysis

    Flags stale deals, missing next steps and forecast risk each week.

Agent roles

Example agents.

Research Agent

Account and contact intelligence before outreach and meetings.

Sales Agent

Qualification, CRM hygiene and follow-up drafting.

Proposal Agent

First drafts of proposals and RFP responses (see RFPilot AI).

Operating model

What changes, before and after.

Illustrative operating model. Results are measured per engagement against your baseline.

Before

  • — Research done the night before
  • — CRM updated when someone remembers
  • — Proposals copied from old bids

With HonestAI agents

  • Briefs ready before every meeting
  • CRM updated from notes automatically
  • Proposal first drafts in hours, reviewed by the bid owner

How we deliver

From first workflow to operated agent.

  1. 01

    Discover

    Map volumes, systems and hand-offs with your sales team.

  2. 02

    Redesign

    Agree which steps agents complete and where people approve.

  3. 03

    Deploy

    Connect agents to your systems with least-privilege access.

  4. 04

    Operate

    We monitor accuracy and exceptions and report monthly.

Related

Keep exploring.

RFPilot AI demoSmart RFP AI case studyAI WorkforceWorkflow AutomationAll departments
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Which sales workflow should go first?

In 30 minutes we'll review your highest-volume work and tell you honestly whether an agent is the right fit.

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