Long cycles, many stakeholders, account-based motions, strict SLAs. Response speed and consistency decide renewals — but skilled people are the bottleneck.
The B2B agent team
Monitor
Watches SLAs, signals and account activity in real time.
Schedule
Books the right resource/specialist and coordinates calendars.
Draft
Composes proposals, quotes and status updates, grounded in account memory.
Route
Qualifies and routes work, escalating the calls that need a human.
Where agents go to work
Customer engagement & experience
- ✓Lead qualification & routing; 24/7 inbound response
- ✓Account-based journeys with full memory
- ✓Self-service for docs, quotes & order status
- ✓Renewal/upsell/QBR (quarterly business review) scheduling on proactive signals
Staff training & knowledge
- ✓Sales-enablement copilot (product, pricing, competitive, objections)
- ✓Rep & partner onboarding/certification
- ✓Internal knowledge agent over SOPs & docs
Audit & compliance
- ✓Auditable trail of quotes, commitments & approvals
- ✓Contract & SLA adherence tracking
- ✓PO/invoice status & structured finance handoff
A run, start to finish
Watch a request resolve itself.
Grounded, auditable and human-gated — every step cited, every approval logged.
2×
faster ticket resolution
35%
more SLAs met
25+ hrs
rep hours saved / week
Figures are placeholders pending verified design-partner results.
Built for your stack
Salesforce · HubSpot · Jira/ServiceNow · DocuSign · CPQ · scheduling — via API.
“We shipped our first agent to production in a week. The orchestration just works.”
Dana Olufemi, Staff Engineer, Vela