AI Agent for Outbound Sales | Nagent
An AI agent for outbound sales on Nagent is NORA, who runs outbound research on the Sales team and reports to SERA. She finds accounts that fit your customer profile, researches each into a sourced dossier, drafts a first touch, follow-ups and a breakup email, reads every reply and hands a qualified prospect to a person.
How it works
- Define your ideal customer profile in Nagent
Save the ideal customer profile NORA works against, describing who you sell to. It bounds which accounts she discovers, qualifies and researches, so every campaign starts with accounts that fit the profile you set.
- Let NORA discover and research prospects
NORA finds accounts that match the profile, qualifies them and researches each into a dossier with sources. Research and contact reveals run against a daily outreach budget and a cost-cap exception queue, and saved campaigns carry a cap on profiles per run.
- Draft outreach from the research dossier
VANI, the Beta outbound writer, writes NORA's first-touch, follow-up and breakup emails in your workspace's voice, from its offerings and knowledge only. Drafts come from each prospect's dossier, so every claim about the reader traces to something NORA found. Outreach is email; social templates are sent by a person.
- Approve every send before anything goes out
On a new workspace every send waits for a person. Drafts sit on NORA's Messages surface to be read, edited, approved or rejected, and Broadcast releases only already-approved drafts inside the sending hours you set. Sending is never started from a team room.
- Read replies and hand qualified prospects to a person
NORA classifies each reply as interested, objection, scheduling or unsubscribe, so the cadence stops or changes course. A qualified reply becomes a meeting and a handoff card on her Meetings board, and one nobody acknowledges within 36 hours escalates.
- Ask SERA where the pipeline stands
SERA leads the Sales room. She answers pipeline questions from the CRM digest in the team record, stage by stage, and for a stuck deal names the next step and who owns it. Where the record is silent, she says what is missing.
- Let NORA earn more room to act
Every agent starts with each action waiting for a person. When a class of action reaches 20 approvals with no reversals, Nagent raises one promotion request that a person grants or declines, and an agent people keep overriding is proposed a step down.
Frequently asked questions
What does an AI agent for outbound sales actually do?+
On Nagent, the AI agent for outbound sales is NORA. She finds accounts that match your customer profile, researches each into a dossier with sources, drafts email outreach, reads the replies and hands a qualified prospect to a person. She reports to SERA, the Sales chief of staff, and a person takes every meeting.
How is an AI sales agent different from a sales automation tool?+
NORA works from research rather than a fixed script. Each draft comes from the dossier she built for that prospect, and each reply is classified so the cadence stops or changes course. She works in a team room beside your sellers, sends wait for a person, and every action is logged with its trigger, cost and resolution.
How long does it take to deploy an outbound sales agent with Nagent?+
NORA comes with the Sales team. Choosing Sales at sign-up installs the team into your workspace, seated in one team room, and a named engineer works with you through onboarding. Her first campaign starts from the customer profile you save, and on a new workspace every send waits for a person.
Will the AI agent personalize outreach or send generic templates?+
Drafts are written per prospect from the research dossier NORA built and from your workspace's own knowledge and offerings, so every claim about the reader traces to something she found. VANI writes the first touch, follow-ups and breakup email in your workspace's voice, and a person reads each draft before it is sent.
How does the agent know when to hand off a prospect to a human rep?+
NORA reads every reply and classifies it as interested, objection, scheduling or unsubscribe, with anything else set aside as noise. A qualified reply becomes a meeting and a handoff card on her Meetings board. A named person acknowledges it, and a handoff nobody acknowledges within 36 hours escalates to the top of the board.
Does Nagent's outbound sales agent work with my existing CRM?+
NORA reads the workspace's own lead records. An outside CRM can be connected as a tool, under a connection only your workspace can use, but her pipeline does not sync records with it. Every tool action is ticked on individually before any agent may use it, and SERA answers pipeline questions from the CRM digest.
How do saved campaigns keep outbound under control?+
Each saved campaign carries a cap on profiles per run, and research and contact reveals run against a daily outreach budget and a cost-cap exception queue. Every agent also has a daily and a monthly spending cap. One campaign runs from list to handoff, sourcing, drafting, approval and the handoff, in one window.