Revenue Operations Agent
Handles quoting, appointment scheduling, lead follow-ups, and pipeline hygiene — so your sales team focuses on closing, not chasing.
What This Agent Does
The Revenue Operations Agent takes responsibility for the repetitive, time-sensitive tasks that keep deals moving — without requiring your sales team’s attention.
Generate Quotes & Estimates
Creates accurate quotes based on service parameters, pricing rules, and customer inputs.
Schedule Appointments
Books meetings, service calls, or demos based on team availability and customer preferences.
Follow Up on Leads
Sends timely follow-ups, reminders, and check-ins based on pipeline stage and response patterns.
Maintain Pipeline Hygiene
Updates deal stages, flags stale opportunities, and keeps CRM data accurate and current.
Confirm & Remind
Sends appointment confirmations, pre-meeting reminders, and post-meeting summaries automatically.
Route Hot Leads
Identifies high-intent prospects and escalates immediately to the right salesperson.
What This Agent Does NOT Do
Boundaries are defined upfront. This agent is explicitly prevented from:
- Negotiating prices or terms — It quotes; humans negotiate.
- Closing deals or signing contracts — Final commitments require human approval.
- Overriding pricing rules — Discounts or exceptions must be approved by authorized personnel.
- Accessing financial systems beyond scope — Integrations are limited to approved CRM and scheduling tools.
- Making promises the business can’t keep — All responses follow approved messaging and policies.
How It Works
Lead or Request Arrives
A prospect submits a form, replies to an email, or enters the pipeline from any connected source.
Qualify & Act
The agent qualifies the lead, generates a quote or schedules a meeting, and updates the CRM.
Deal Progresses or Escalates
Prospect receives a response; hot leads go directly to sales; all actions are logged.
Common Integrations
Human Oversight
Sales leadership maintains full visibility and control over every interaction.
High-Value Escalation
Large deals or custom requests route directly to senior reps
Full Activity Logs
Every quote, follow-up, and scheduling action recorded
Human Override
Reps can take over any conversation at any time
Pipeline Dashboards
Conversion rates, response times, and escalation frequency
Where This Is Used
Organizations across industries delegate revenue operations tasks to this agent.
Home Services
Quote requests, job scheduling, customer follow-ups
B2B Sales Teams
Lead qualification, demo scheduling, pipeline management
Franchises
Multi-location quoting, centralized scheduling, consistent follow-up
Professional Services
Consultation booking, proposal follow-ups, client onboarding prep
Deployment & Pricing
Deployment
- Start with one workflow (quoting or scheduling)
- Connect to existing CRM and calendar tools
- Expand to full pipeline automation after pilot
- Typical pilot: 2–4 weeks
Pricing Model
- Per-task or per-workflow pricing
- Volume tiers for high-activity pipelines
- No per-seat licensing
- Enterprise packages for multi-team rollout
Ready to Automate Your Revenue Operations?
Let’s discuss how this agent can handle quoting, scheduling, and follow-ups for your team.