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Solutions / Sales

A sales team that never drops the ball

A team of sales agents that live inside your AI Operating System and plug into your CRM — whether that's our Out of the Box Solution or a Custom CRM built for your specific needs.

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Sales workspace

Agents in The Dandelion. CRM how you want it.

Your sales agents live natively inside your AI Operating System — rooted in your Knowledge Hub, talking to each other, reading from your tools. The CRM where leads, emails, calls, and deals live can be our out-of-the-box sales workspace, or a fully custom CRM we build for your business. The agents work the same way either way.

Two ways to start

Pick the CRM. The agents come with the OS.

Out of the box

Starter Sales Workspace

A ready-to-run CRM, set up for you on day one. Leads, contacts, email threads, calls, and pipeline stages — all wired up. Skip the build and start working.

Custom build

Custom CRM

Already have a CRM, or want one shaped to your exact process? We build (or integrate with) the system you actually want — same agents, same OS.

Either way, your agents handle
Leads & Contacts

Agents triage every lead, score against your ICP, and route to the right rep — in whatever CRM you run.

Email Threads

Agents draft, reply, and summarize with full thread context, then log the outcome to the right record.

Calls & Transcripts

Voice agents place calls; assistant agents pull insights from transcripts straight into the deal.

Pipeline & Deals

Agents update records as they work — no manual data entry, no stale stages.

The agent team

Six agents that run your sales floor

Each one is rooted in a scope of your Knowledge Hub and plugged into your CRM. They talk to each other, delegate, and escalate to you when it matters.

Triage & qualify inbound

Lead Agent

Qualifies every inbound lead against your ICP, enriches them with public data, and routes to the right rep or agent.

Rooted in ICP · Personas · Scoring rubric

Real calls at scale

Outbound Voice Agent

Dials prospects, runs discovery scripts, handles objections, books meetings, and hands off to humans when it matters.

Rooted in Scripts · Objections · Pricing

Your right hand

Sales Assistant

Drafts emails, preps you before every call, summarizes long threads, and logs what matters to the CRM.

Rooted in Email · CRM · Meeting history

Quote & proposal drafts

Proposal Agent

Pulls your real pricing, past wins, and positioning to draft a send-ready proposal. You review, not rewrite.

Rooted in Pricing · Case studies · Objections

Meetings, booked

Scheduler Agent

Negotiates times over email, finds mutual calendar slots, books the meeting, and manages reschedules automatically.

Rooted in Calendar · Email · Time-zone rules

Nothing goes cold

Follow-up Agent

Owns the cadence. Drafts the next touch, times it right, and escalates stuck deals before they die in the pipeline.

Rooted in Cadences · CRM · Playbooks

And more we can build together
  • Pipeline Coach Watches your board, flags stale deals, suggests the next best action.
  • Meeting Prep Agent Hands you a brief before every call: history, open threads, talking points.
  • Deal Desk Agent Handles discount requests, pricing exceptions, and quote approvals.
  • Renewal Agent Tracks contract dates, surfaces expansion signals, and teases renewals early.

Voice AI

Real outbound calls, at scale

Your Voice Agent makes actual phone calls — cold intros, qualification, demo booking, and post-demo follow-ups — with a natural voice, real-time handling, and seamless handoff to humans when the deal gets real.

Live call · Outbound In progress
Agent

Hi Maria — this is Jamie from Acme, calling about the RFP you filed last week. Do you have a few minutes?

Lead

Sure, but quickly — what's different about you versus the two we already demoed?

Agent

Fair. Two things: built-in compliance for your industry, and a 2-week time-to-value because we don't need custom integrations. Want me to set up a 20-minute demo with our solutions lead?

Grounded in: Sales · Objections · Pricing Escalate to human →
01

Natural voice, real conversation

Low-latency speech, interruptions handled, tone tuned to your brand — not a robocall.

02

Rooted in your playbook

Scripts, objections, pricing, and product positioning pulled live from your Knowledge Hub.

03

Human handoff, always

When the deal is real, the agent transfers to a rep with full context and the transcript logged.

A day in the life

How this system actually runs

  1. 01

    A lead arrives

    Form, email, phone, or website chat — Lead Agent qualifies, enriches, and drops them into the right stage of your CRM.

  2. 02

    First touch runs itself

    Voice Agent dials qualified leads and books demos. Sales Assistant drafts the personalized follow-up email for your approval.

  3. 03

    Proposal lands in a day

    Proposal Agent assembles a quote from your real pricing and past wins. You make two tweaks and hit send.

  4. 04

    Nothing goes cold

    Scheduler and Follow-up agents run the cadence. Pipeline Coach flags stalls before they become lost deals.

What the team knows

Rooted in your sales memory

These are the scopes of the Knowledge Hub that power every agent on this team.

ICP & buyer personas
Pricing & discount policy
Case studies & proof points
Objection handling
Call scripts & cadences
Competitive landscape
CRM records
Proposal templates

Ready to build your sales floor?

Book a call and we'll map the agent team and CRM configuration that fits your business — starting with the highest-leverage workflow.

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