AI agents for sales

Wize sets up a team of sales agents on your CRM and inbox and runs it every month. They prepare the briefs, the quotes and the follow-ups; your reps approve what goes to a customer.

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wize / sales · live6 running

  • Account Brief & Deal Follow-upApproved

    Brief ready for tomorrow's 10:00 with the buyer's last 3 emails

  • Quote Draft AideWaiting for you

    Quote for 40 units drafted with the volume discount applied

  • Stalled-Deal Follow-upWaiting for you

    6 deals quiet for 7+ days; follow-ups drafted

  • Sales Follow-upDrafting

    Suggests moving 3 deals to Negotiation

Sample with fictional data

Where the time goes today

  • Reps walk into meetings half-prepared

    A one-page brief before every meeting: who the buyer is, what was said last time and what changed since.

    Handled by Account Brief & Deal Follow-up

  • Deals go quiet and nobody notices

    Quiet deals are flagged every morning with a follow-up already drafted, so the rep only has to approve it.

    Handled by Stalled-Deal Follow-up

  • Quotes wait in someone's queue

    Quotes are drafted from your price list and terms the same day, for a rep to check and send.

    Handled by Quote Draft Aide

An agent for each step of the deal

Each agent has one job. It reads your data, drafts the work and waits for a person to approve it.

  • Account Brief & Deal Follow-upPrepares a one-page brief on the client before each meeting, from your CRM, emails and public news.Brief ready for tomorrow's 10:00 with the buyer's last 3 emails
  • Quote Draft AideDrafts quotes from your price list and the deal notes, for a rep to check and send.Quote for 40 units drafted with the volume discount applied
  • Stalled-Deal Follow-upFinds deals that went quiet and drafts a follow-up in the tone of past conversations.6 deals quiet for 7+ days; follow-ups drafted
  • Sales Follow-upTracks follow-ups from Gmail and HubSpot and proposes the next step for each open deal.Suggests moving 3 deals to Negotiation
  • Strategy & BDShortlists partner and account leads that fit your profile and drafts the first message.Shortlisted 5 distributors in Vietnam with a first message each
  • ResearchOpsResearches an account, a market or a competitor and sums up what matters for the deal.Summed up the buyer's new expansion plan from 4 public sources

Sample with fictional data

How Wize runs it

  1. 01

    Discovery call

    We learn your work, your tools and your rules, and agree which agents to start with.

  2. 02

    Set up on your accounts

    Wize checks access, connects the agents to your tools and scopes each one to a single job.

  3. 03

    Run and improve every month

    Agents draft, you approve. Wize watches the edge cases and tunes the agents to your feedback.

By default, agents only read and draft

Without explicit approval from a person, agents never send or reply to messages, post anywhere, spend or commit money, sign or accept anything, delete data, change other people's calendars, share files externally or change records in core systems.

Works with the tools your team already uses

Connectors depend on the platform each agent runs on. Wize checks access before setup.

  • HubSpot
  • Salesforce
  • Pipedrive
  • Gmail
  • Outlook
  • Google Calendar
  • LINE OA
  • WhatsApp
  • Google Sheets
  • Slack
  • Microsoft Teams

Agents doing this work elsewhere

Real cases, each linked to where it was first reported. None of them are Wize customers.

See all cases

Put AI agents to work in Sales

Book a demo

A 30-minute call about your work, your tools and the agents worth starting with.