Agents
AI personas for specific jobs in the sales workflow. Each has its own soul, voice, and rules.
Active
3
Paused
1
Draft
1
🎯
ActiveDiscovery Call Prep
Pulls a lead's quiz answers + prior notes. Drafts 3 sharp questions for the next call.
claude-sonnet-4-5·t=0.7·2 tools·2 triggers
On stage changeManual run
🔍
ActiveLead Qualifier
Scores new quiz/contact leads on capital, theme fit, timeline. Suggests initial stage placement.
claude-sonnet-4-5·t=0.4·2 tools·1 trigger
On new lead
🗺️
ActiveBrand Researcher
Given theme + capital + territory, returns 3 franchise brands with pros, cons, and territory availability.
claude-opus-4·t=0.5·3 tools·1 trigger
Manual run
✉️
PausedFollow-up Drafter
Reads recent activity + lead record, drafts a personalized email Dawn can edit and send.
claude-sonnet-4-5·t=0.6·3 tools·2 triggers
On overdue follow-upManual run
⏰
DraftPipeline Nudge
Daily review. Flags overdue follow-ups, stuck leads, stale stages. Suggests next actions.
gpt-4o-mini·t=0.3·2 tools·1 trigger
Daily schedule
Edits are saved locally for now. Wire-up to Supabase happens with the rest of the CRM persistence migration.