SalesforceCRM records
Google CalendarMeetings
GmailOutreach
WhatsAppConversations
TwilioVoice calls
LinkedInProspects
Hire 
Peter.Your sales pipeline.Moving autonomously.
Peter qualifies leads, answers product questions, books meetings, updates your CRM and manages follow-ups autonomously.
Trusted by teams at
He qualifies. He books.
He follows through.
Peter works every eligible lead, from first outreach to a recorded result, within the rules you set.
To Northwind RetailFollowing up on your enquiry
- Eligible
- Email preferred
- No opt-out
- Need
- Lead response time
- Team
- Regional sales
- Budget
- Unknown
Not stated, so not assumed.
Northwind RetailAnswered from channels_faq.pdf- Calendar write verified
- Confirmation sent
Northwind Retail- Enquiry
- Qualified
- Demo booked
- Follow-up scheduled
- Sequence paused until demo
Outreach
Peter checks the lead record and contact preferences, applies campaign rules, and starts outreach for eligible leads without a seller triggering each step.
Within your rules. Handed off when it matters. Pricing exceptions, negotiations and contracts go to your team with context.
Explore governanceAuthority & handoff
Peter works.
People decide.
Starts with
An eligible prospect or inbound enquiry
Works toward
A qualified meeting, documented follow-up or clear disqualification
Leaves to people
Pricing exceptions, complex negotiations, contracts and requests outside his authority
Peter owns
Runs sales pipeline- Start eligible outreach
- Qualify the lead
- Answer product questions
- Book the meeting
- Update CRM and run follow-ups
People keep
Your team decides- Pricing exceptions
- Complex negotiations
- Contracts
- Requests outside his authority
Handed off with context
- 01Use approved knowledge instead of guessing an answer.
- 02Separate customer intent from a confirmed system result.
- 03Assign unresolved work to a named team.
- 04Test policy changes before expanding responsibility.
Design the difficult cases
Exceptions need a path,
not a success message.
- Gmail sequence
- Email 1
- Sent
- Prospect opts out
- Recorded
- Email 2
- Not sent
Prospect opts out
No more messages after an opt-out.
What the agent doesPeter stops every further message in that sequence and records the preference.
What you can checkThe suppression status, and the contact history after the opt-out.
- Salesforce
- Discount request
- Outside policy
- Routed to
- Authorized seller
- Price agreed by Peter
- None
Requested discount is outside policy
Only a person agrees a price.
What the agent doesPeter passes the request to an authorized seller. He never agrees a price himself.
What you can checkThe reply he sent, and the review task created for your seller.
- Google Calendar
- Calendar write
- Failed
- Confirmation
- Not sent
- Retry
- After reconcile
Calendar write fails
Nothing is confirmed until the booking is real.
What the agent doesPeter does not confirm the meeting. He reconciles the result first, then retries.
What you can checkThe calendar event, the CRM record and the retry trace.
Self-service setup
You configure Peter.
Peter gets to work.
- 01
Define the job
Set Peter’s responsibility, approved knowledge and the decisions that stay with your team.
Scope gateApproved role brief and named business owner - 02
Connect your systems
Give Peter the access needed for this role. Confirm supported connections, fields and actions before moving on.
Connect gateReviewed access and data-flow map - 03
Test the whole journey
Try normal requests and difficult cases. Check Peter’s actions and the records left behind.
Evaluate gateAcceptance record and documented open issues - 04
Launch within your rules
Start with a limited scope, review completed work and exceptions, then expand Peter’s responsibilities when ready.
Release gateRollout, support and recovery plan
Systems & permissions
Connect the work to the source of truth.
CRMRead lead history; update qualification and next action.Field ownership, duplicate matching and scoped writes.CalendarRead availability and create permitted meetings.Timezone, host routing and booking confirmation.Outreach channelsExecute approved messages or conversations.Contact permissions, suppression and sequence ownership.Review identity matching, retention, network boundaries, credential ownership and how an ambiguous write is reconciled.
Pilot evidence
Measure the result.
Inspect the failures.
- Salesforce
- Need
- Captured
- Team
- Captured
- Budget
- Unknown
Qualification completeness
Eligible reviewed leads with all required qualification fields or explicit unknowns.
- Google Calendar
- Host
- Correct
- Timezone
- Correct
- CRM record
- Linked
Meeting correctness
Confirmed bookings with the right host, timezone and linked CRM record.
- Salesforce and Gmail
- Next owner
- Valid
- Contradictory follow-up
- None
- Unwanted follow-up
- None
Follow-up quality
Cases with a valid next owner and no contradictory or unwanted follow-up.
Agree thresholds before testing, then measure verified outcomes, action accuracy and time saved against your baseline.
Buyer guidance
Choose the right level of responsibility.
- Use simpler automation when…
The input is structured, the action is fixed and there is no ambiguity to clarify.
- Consider Peter when…
You want routine work executed end to end, without supervising each action.
- Keep a human in charge when…
The case requires pricing exceptions, complex negotiations, contracts and requests outside his authority.
- Build a custom workforce when…
The job spans several distinct responsibilities or the pre-built brief does not fit.
Buyer & implementation questions
What to know before
hiring Peter.
No. Once knowledge, system access and sales rules are configured, Peter handles qualification, approved product answers, booking, CRM updates and follow-ups on his own. Pricing exceptions, complex negotiations and out-of-scope requests go to your team, with the conversation and completed actions attached.
Yes. You provide the questions, the acceptance conditions and the disqualification rules. Test ambiguous answers and incomplete records, so that an assumption never becomes a qualified opportunity.
Yes, once you define host routing, ownership and timezone rules and confirm the calendar integration. A slot is only presented as booked after the system confirms the event.
Yes. The role is a starting brief that you adapt: knowledge sources, required fields, permitted actions and escalation paths. Pricing exceptions, complex negotiations, contracts and out-of-scope requests stay with people, unless a separately reviewed workflow explicitly grants that authority.
Availability depends on your systems and the operations you need. Confirm vendors, versions, API operations and network requirements with the integration team, document read and write access separately, and test failure scenarios before production.
The timeline is estimated after reviewing scope, data readiness, integration access and approval requirements, with milestone owners and dependencies agreed in advance. Configuration, security review and evaluation are part of every deployment.
Every write needs bounded retries, result reconciliation and human recovery. A timeout can leave an outcome uncertain, so check the destination record before retrying anything that could create a duplicate, and keep unresolved work visible with a named owner.
Agree the baseline, the eligible cases and the measurement period in advance. Then track verified completions, unresolved work, human review and operating cost, using your own source records.