Financial services
AI agents for Sales

Eliminate sales busywork and maximize revenue performance

Give sales reps the super-agent they’ve been dreaming of‌ — ‌automate sales intelligence across systems to drive consistent sales performance.

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Problem
Time-consuming research. Rushed prep. Navigating across different sales tools. Inconsistent performance.
Solution
A super agent that knows your systems and playbooks and goes to work for your reps. 

See the agent in action

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See how the best performing sales teams use WRITER to slash ramp time, accelerate pipe gen, and multiply win rates.

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How WRITER’s Field Productivity agent works

From prompt to done, in minutes

From territory planning to deep account research, give sellers the easiest path from question to answer. WRITER’s agent goes to work for your team.

Takes actions across sales tools, so reps don’t have to

With 100+ connectors, our agent navigates across your sales stack to find and synthesize the right information, so reps stay focused on white space.

Deep account intelligence and compelling outreach

Generate comprehensive account profiles and tailored engagement strategies that research across both internal and external sources.

Create consistent excellence across the org

WRITER’s agent knows your strategy, your playbook, and your data—and applies this IP to every prompt, every action, every output.

FAQ

How does WRITER ensure account research is current and accurate?

WRITER scans the live web for the most up-to-date, externally available information and retrieves the latest account and contact information from tools in your existing sales stack. All outputs include citations to support research provided. As with any research, sales reps should review information for accuracy.

How does WRITER integrate with our existing sales tech?

With over 100 native connectors, WRITER AI agents are designed to securely and seamlessly integrate with the most common tools in your sales tech stack, including Salesforce, Hubspot, Gong, Outreach, and more. The WRITER field productivity agent can draft or push changes to internal systems with full human-in-the-loop review. Permissions are set by your admin and/or IT. 

How is this agent different from sales productivity tools like Salesforce Einstein, Gong, Outreach, etc.?

WRITER provides a holistic view of your sales data, so reps don’t have to switch back and forth and manually combine data from across internal systems like your CRM and conversational intelligence, with external research. For a rep, it’s as simple as asking a question and letting WRITER go to work for you.

Reimagine work with AI agents for sales teams