Sales Inbox Agent

Portfolio Info

  • Category AI Agent Development
  • Date 25 Dec, 2026
  • Project Requirements Build an AI inbox agent that classifies leads, drafts replies, and writes structured notes back to the CRM.
  • Budget $48,000.00
  • Project Duration 12 weeks

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Sales Inbox Agent

Sales Inbox Agent

An AI agent that drafts replies, classifies inbound leads, and keeps CRM records up to date from the sales inbox.

We built a sales inbox agent that handles repetitive qualification work while leaving final send control with the salesperson. The agent reads context, drafts a reply, and updates CRM fields in one pass.

The difficulty was keeping the agent useful without sending the wrong message. We designed a review step, tone controls, and CRM mapping that sales managers could adjust.

Project Tips

Here are the key features and highlights of this project that show the product scope and delivery focus.

  • Classified inbound mail by intent and urgency
  • Drafted replies in the team's writing style
  • Synced outcomes into CRM fields automatically
  • Added human approval before sending
  • Cut average first-response time significantly

Overview & Challenge

We built a sales inbox agent that handles repetitive qualification work while leaving final send control with the salesperson. The agent reads context, drafts a reply, and updates CRM fields in one pass.

The difficulty was keeping the agent useful without sending the wrong message. We designed a review step, tone controls, and CRM mapping that sales managers could adjust.