Sales team
A client brief before each meeting, quote drafts for review, and a flag on deals that need follow-up.
Nothing is sent until a person approves it.
What this team does
Each agent has one job. It drafts and prepares; a person approves before anything goes out.
- 01Account Brief & Deal Follow-upPrepares a client brief before each meeting and notes the next step.
- 02Quote Draft AideDrafts quotes for your review.
- 03Stalled-Deal Follow-upFlags deals that need follow-up.
Agents doing this work elsewhere
Real cases, each linked to where it was first reported. These are not Wize customers.
Draft a weekly business brief and post-meeting follow-ups
In the same test, a weekly business brief scored 8.6/10 (it came as plain text until a PDF was requested). The post-meeting follow-up email scored lowest, at 7/10: it invented no commitments but was not ready to send and needed two attempts.
Source: aiagentslibrary.com · Oct 2026
Research accounts overnight and queue outbound drafts
The vendor says its own sales team uses Bots that research accounts overnight, score contacts by intent and draft email and LinkedIn messages in each seller's voice for approval. Other Bots keep CRM and org-chart records clean, flag stalled deals and produce a Monday pipeline scoreboard.
Source: x.ai · Aug 2026
Log sales call notes into the CRM and draft follow-ups
At launch, the vendor said its own sales team runs a Grok Bot that pulls notes from call transcripts into the CRM and drafts follow-up emails. A salesperson quoted in the announcement says that after showing the bot a workflow once, they feel 2 to 3 times more efficient.
Source: x.ai · Aug 2026
Prepare for meetings by finding the right email thread
In an independent 10-task business test, Muse located the relevant email thread without being told which one, drafted questions for an upcoming call, and walked the tester through connecting Google Calendar. The reviewer scored it 10/10, the best result in the test.
Source: aiagentslibrary.com
Research and rank sales leads into tickets
A three-person Polish software house had Hermes write briefs on 24 leads, each a ticket with a company profile, the likely problem, a first-contact suggestion and a hot/warm/cold rating. It also produced a 45-page competitor report and critiqued the team's first outreach email as too generic.
Source: halfbitstudio.com · Jun 2026
Give each team its own agent profile for ops work
A 17-person data startup (Artie) runs Hermes on one self-hosted machine with a separate profile per team. Its BizOps profile handles pipeline reviews, reconciliation and tracker updates, and flags exceptions for a human; staff mostly use it through Slack.
Source: x.com · Sept 2026
How Wize runs it for you
- 1Sets up your team of digital employees
- 2Runs it for you every month
- 3You approve before anything is sent
Default access: read plus 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.