AI Sales Representative

Tracks deals pipeline, follows up on leads, and drafts proposals.

An AI sales representative is an autonomous agent that runs the deal pipeline — lead follow-up, proposal drafting, and forecast hygiene. In Helm, the sales rep has access to deals, contacts, estimates, and documents, runs on Claude, and can operate in observe, suggest, or auto modes.

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Workspace memory

Carries context across tasks, projects, and accounts.

Three autonomy levels

Observe, suggest, or auto. You pick.

Four channels

Chat, Slack, Email, scheduled runs.

Responsibilities

What an AI Sales Representative owns.

Run the pipeline mid-funnel: discovery, proposal, negotiation, close.

Draft estimates and proposals from deal context, reusing what's worked on similar wins.

Maintain clean deal records: activities logged, next steps defined, forecast accurate.

Follow up on proposals sent: send nudges at the right cadence, answer procurement questions.

Keep the forecast honest: move stale deals, flag over-optimistic probabilities, surface deals about to land.

Handoff closed-won deals cleanly to delivery: create the project, brief the PM agent, set expectations.

Features & Configuration

Tune every dimension of how the agent works.

Roles, tools, autonomy, memory, schedules, budgets. Every agent ships with the same configuration surface.

Pre-built or custom roles

Start from a Project Manager, Account Manager, or other template. Or define a custom role with its own name, color, and defaults.

Scoped tool access

Enable specific tool groups (tasks, projects, billing, calendar, analytics, memory, and more). Toggle read or read-write per group. Add 300+ external integrations.

Three autonomy levels

Observe (watch silently), Suggest (draft and wait for approval), or Auto (execute directly). Flip levels as trust builds.

Per-channel autonomy override

A fully autonomous agent can still require approval on email. Rare in AI tools, essential for client-facing work.

Custom instructions and skills

Layer your own instructions on top of the role's defaults. Enable skill modules for domain expertise and house style.

Memory

Agents remember past decisions, scoped to workspace, account, or project. Searchable. Optional. Disable per agent.

Schedules

Run agents on a daily, weekly, or monthly cadence with a custom prompt. Output to Slack, in-app notifications, or a task comment.

Spending limits

Set a monthly USD cost cap per agent. Runs pause automatically when the budget is hit. Usage is tracked per run and per month.

Full audit trail

Every agent run is logged with the tools called, inputs, outputs, success/failure, tokens, and cost. Browse history per agent.

Apps this agent uses

Lives inside the rest of the platform.

Same records your team uses. No separate database, no sync lag.

Sales Pipeline

From first touch to closed-won.

Estimates

Quote fast, convert in one click.

Documents

Rich docs tied to every client.

CRM

Accounts, contacts, full history.

External tools

Plus the tools this agent reaches for.

Connected once at the workspace level. Scoped per agent with read or read+write.

Gmail

Slack

DocuSign

Google Drive

See all 300+ integrations

Channels

Reach the agent where you work.

Four channels. Each with its own permissioning and autonomy override.

In-app chat

Open the chat panel in Helm and talk to the agent directly. Page context comes along for free.

Email

Reachable on any mailbox the workspace has connected. Replies route back through the agent.

Slack

@mention in any channel the agent is invited to, or DM the workspace DM handler.

Scheduled runs

Runs on a daily, weekly, or monthly cadence. Output to Slack, notifications, or a task comment.

Example Tasks

Real work this agent runs.

Draft a first-pass estimate from deal notes using line items from previous successful proposals.

Follow up on a sent estimate 48 hours after delivery: "happy to answer any questions."

Reply to procurement questions on an active proposal using history from past closed deals.

Update deal stage and probability when activity signals warrant it, without waiting for a human prompt.

Flag deals with no activity in 14+ days and propose next steps.

Pull together a "this week's forecast" summary for the sales channel.

Create the delivery project when a deal closes won: copy scope, set up tasks, brief the PM agent.

Identify upsell opportunities in the active client base: existing accounts with expansion signals.

Draft contract language riffs when a prospect pushes back on boilerplate terms.

Surface deals that would accelerate with a small scope concession based on past patterns.

Run a monthly pipeline hygiene sweep: close lost deals, update probabilities, dedupe contacts.

Autonomy

Three modes. Override per channel.

You pick how much the agent decides for itself. And you can be stricter on channels that face clients.

Observe

The agent reads and reports. Nothing is changed on your behalf. Use when you want visibility without risk.

Suggest

The agent proposes actions; you approve or reject. Good default for agents working against client-facing systems.

Auto

The agent executes directly within its permissioned scope. Use when you trust the workflow and want hands-off operation.

How it sounds

Real prompts. Real replies.

You

Draft an estimate for the Kestrel Partners deal.

Sales Representative

Draft saved as estimate, attached to the Kestrel deal. Used the line items from the last two agency-rebrand wins (Acme and Meridian) as a base. Pulled rate card from workspace settings. Total: $48,400 across design, dev, and content with a 6-week timeline. I flagged one assumption: you'd mentioned they want Shopify-heavy work, so I included the premium Shopify line items. Worth a sanity check.

You

How's this quarter's forecast actually tracking?

Sales Representative

Weighted forecast: $287K. Committed (90%+ probability): $178K. Best case: $412K. Risk: three deals totaling $94K have been sitting in "proposal sent" for 21+ days without a follow-up. I drafted nudges for all three. One deal ($38K, Globex expansion) has signals of stalling. I'd recommend a call rather than another email. Everything else looks on track.

FAQ

Questions about the Sales Representative agent.

What's the difference between the Sales Rep and the SDR agent?

SDR handles top-of-funnel: prospecting, qualification, first meeting. Sales Rep handles mid-to-bottom funnel: proposals, negotiation, close, forecast hygiene. Many workspaces run both. SDR feeds Sales Rep.

Can it send proposals directly?

It drafts proposals as estimates in Helm. Sending via DocuSign or another e-signature tool runs via Composio. Most teams keep the "send to client" step in human hands; they let the agent chase follow-ups after send.

Does it actually close deals, or just draft?

In Auto mode it can progress stages, send follow-ups, reply to procurement questions, and mark closed-won when signals warrant. The human decision is almost always the initial proposal and the contract terms. Everything else the agent can run.

How does it learn what works in our sales motion?

It reads your closed-won history: the proposals that landed, the line items that didn't get cut, the objections that came up. Drafts reflect your real patterns, not generic best practice.

Can it hand off cleanly to delivery?

Yes. Closed-won triggers can auto-create the delivery project, copy scope and line items, assign the PM agent, and send a kickoff note to the client. Configurable per workflow.

What plans include this agent?

Available on every plan. External integrations (DocuSign, Gmail, Slack, Drive) require Pro or Business.

Hire your AI Sales Representative.

Included on every Helm workspace. Per-workspace pricing. No per-seat tax.

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