Sales AI agents for the manual work around pipeline.

Palmos sales agents help teams create more pipeline without turning reps into researchers. Agents prepare the account context, lead lists, enrichment, outreach drafts, and follow-up notes that sales teams need to move.

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Workflows

What sales AI agents looks like in Palmos

ICP account shortlist

Find companies that match target segments and explain the fit with buying signals.

Decision-maker research

Identify relevant contacts and package title fit, company notes, and outreach angles.

Deal preparation

Prepare discovery call notes, proposal outlines, and follow-up drafts from deal context.

Delivered work

Outputs your team can review.

Palmos agents do not stop at chat. They package research, drafts, records, reports, and proposed actions into deliverables your team can approve, revise, download, or turn into recurring automation.

Qualified account lists

Contact research packs

CRM cleanup queues

Personalized cold email drafts

Proposal outlines

Questions

Answers for B2B operators

Can AI agents replace SDR work?

They can automate large parts of prospect research, enrichment, and draft preparation while keeping human review for judgment, messaging, and customer contact.

Which sales systems can agents use?

Palmos is designed to connect context from CRM, email, documents, chat, files, and B2B data sources through integrations.

Start with one workflow, then scale what works.

Choose a plan, connect your business context, and let Palmos build the first agent team around the work you need done.

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