What is an AI sales agent?
An AI sales agent is a trained agent that helps with lead response, qualification, follow-up, and meeting booking. Refract builds these agents around your sales process, scripts, CRM fields, and handoff rules.
Sales coverage
AI Sales Agent
Respond to new leads quickly, qualify fit, book meetings, and send clean context to your sales team. Refract trains this agent on your workflow, approved knowledge, tools, and handoff rules so your team gets more coverage without losing control.
Who it helps
Built for the people already carrying this workflow.
Refract is designed to give teams more leverage, cleaner context, and more reliable follow-through. The agent handles the repeatable parts, while people stay involved where judgment matters.
- Sales agents
- SDRs
- BDRs
- Appointment setters
- Lead qualifiers
Workflow
The work this agent can help move forward.
01
Call or message new inbound leads while interest is fresh
02
Ask qualification questions using your sales criteria
03
Handle common objections with approved talk tracks
04
Book meetings on the right calendar
05
Send transcript-linked notes into your CRM
06
Transfer urgent or high-value prospects to a person
Sample scenario
See how it handles a real conversation.
A representative exchange — what the agent hears, what it asks, what it captures, and when it hands off to a person.
A homeowner calls a roofing company at 8:10pm after a hailstorm. The roofing company uses Refract's AI Sales Agent to respond to inbound leads after hours.
Caller
Hi, I'm calling because we had some pretty bad hail today and I think my roof took a hit. I want to get someone out to take a look.
Agent
Absolutely, we can get an estimate scheduled for you. Can I get your name and address so I can check coverage in your area?
Caller
Sure, it's Tom Briggs, 4821 Maplewood Drive.
Agent
Got it, Tom. We do service that area. Is the damage on the main roof, a garage, or both?
Caller
Main roof. I noticed some dents on the shingles.
Agent
Understood. Are you planning to file an insurance claim, or looking for an out-of-pocket estimate?
Caller
Insurance most likely. We have State Farm.
Agent
Good to know. Our team works with State Farm claims regularly. I have an opening Thursday morning at 9am or Saturday at 10am for the inspection. Which works better?
Caller
Saturday works.
Agent
Confirmed. You'll get a text confirmation shortly. The inspector will call ahead on Saturday before heading over.
Collected
- Homeowner name (Tom Briggs)
- Address (4821 Maplewood Drive)
- Damage type (main roof, hail)
- Claim type (insurance, State Farm)
Action taken
Estimate appointment booked for Saturday 10am. Lead logged to CRM with damage notes and insurance carrier.
Outcome
Lead captured and appointment set at 8pm without a sales rep on call. Inspector arrives Saturday with full context.
Handoff rule
Would transfer to a senior rep if the caller mentioned an active dispute, a previous contractor, or a job scope that needed an on-call estimate.
What improves
What gets better when this agent is running.
- Shorter speed-to-lead windows
- More qualified conversations from existing traffic and campaigns
- Cleaner CRM notes after every conversation
- Consistent qualification before a seller spends time
Connections
System categories it connects to.
CRMCalendarLead formsCall trackingSlack or email alertsWebhooks
Specific integrations confirmed at scoping.
Controls
Guardrails that keep it useful.
- Approved qualification script
- Meeting booking rules
- CRM field validation
- Escalation for pricing, legal, or strategic-account questions
FAQ
Questions teams ask before they deploy.
How does an AI sales agent support an SDR team?
It handles the first response, asks consistent qualification questions, captures notes, and books meetings. SDRs still focus on relationship-building, complex objections, and higher-value conversations.
Can Refract book meetings in our calendar?
Yes. Refract can connect to calendar rules and book meetings when the lead meets your criteria. It can also route different leads to different calendars based on territory, service line, or urgency.
Does the agent update our CRM?
Refract can send lead details, transcripts, summaries, and structured fields to your CRM or webhook. The goal is to give sales a clean record instead of a loose note.
When should the sales agent hand off to a person?
It should hand off when a lead is high value, asks a strategic question, needs negotiation, or does not fit the approved flow. The handoff includes the reason, collected fields, and conversation summary.
Start here
Map one workflow before you expand the agent.
Bring the process, examples, routing rules, and systems this service needs to use. We will help you decide what should be automated, what should be escalated, and how to prove the first deployment.
Talk through your AI Sales Agent
Share the workflow, current bottleneck, and tools involved. We will follow up with a practical first-deployment path.