AI agents for sales teams that hate manual work
Pre-configured agents for prospecting, cold outreach, lead qualification, and CRM hygiene — shaped by how your team sells. Less manual work, more time closing.
Browse agents by sales stage
Buying Intent Analyzer
Analyse signals of buying intent for a lead or list of leads — web activity, LinkedIn behaviour, company news, job postings — and score readiness to buy.
Competitor Customer Targeting
Find customers of competitor companies that match your ICP, enrich their profiles, and add qualified leads to CRM for targeted outreach.
ICP-based Lead Search
Search for new leads matching your Ideal Customer Profile using Apollo and LinkedIn, enrich them with company data, and save the shortlist to CRM.
Personalised Email Outreach
Send personalised outreach emails to a contact list using per-person context from a spreadsheet and a template from Google Docs.
Re-engage dormant leads
Identify leads that haven't been contacted in N+ days, generate a personalised re-engagement message based on their history, and send via email.
Lead Activity Tracker
Monitor lead activity across CRM touchpoints and email interactions, detect engagement patterns and target actions, and alert the sales rep when a lead shows a spike, hits a target action, or goes silent.
Meeting Scheduler Assistant
Help the sales rep schedule a meeting with a lead — check calendar availability, propose time slots, send an invitation, and log the meeting in the CRM.
Objection Handler
Analyse a lead's objection in the context of the deal, generate a structured response with arguments and supporting evidence, and save it to the CRM for the sales rep to use.
Personalized Follow-Up Email
Generate and send a personalized follow-up email after a sales call or meeting, based on call notes, CRM data, and interaction history.
Demo Preparation Brief
Generate a tailored demo preparation brief for a sales rep before a product demo — including prospect context, key pain points, recommended demo flow, and talking points.
Discovery Call Agenda
Generate a tailored discovery call agenda from CRM data and prospect context, create it in Google Docs, and attach to the calendar meeting.
Post-Meeting Action Items
After a sales meeting, automatically extract action items, decisions, and next steps from the call transcript, assign owners, set deadlines, and log everything to CRM and notify the rep via Slack.
Sales Call Logger
Transcribe and analyse a sales call recording, extract key insights and deal signals, log a structured summary to CRM, create a call report in Google Docs, and post a recap to the team Slack channel.
Sales Pitch Quality Analyzer
Analyse a recorded sales call or pitch, evaluate quality across key dimensions (structure, objection handling, talk ratio, next steps), and deliver a scored report with actionable coaching recommendations.
Churn Risk Alert
Monitor existing customer accounts for signals indicating churn risk — declining engagement, support issues, missed renewals, negative sentiment — and alert the account manager with a prioritised risk list and recommended retention actions.
Proposal Generator
Generate a tailored proposal from CRM data, attach to deal, and send via email.
Send contract reminders
Track upcoming contract renewal and signature deadlines in CRM, classify by urgency, send personalised reminder emails to clients, alert the assigned sales rep via Slack, and log all activity back to the CRM.
Upsell / Expansion Signal Detector
Monitor existing customer accounts in CRM for signals indicating readiness for upsell or expansion — usage growth, new hires, funding, product engagement — and alert the account manager with a prioritised opportunity list.
Inbound Lead Qualifier
Score and route new inbound leads based on ICP fit, then notify the assigned sales rep via Slack.
Profile Enrichment
Enrich user profiles via Apollo, web research & LinkedIn, then save to CRM.
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Create your own agent from scratch. Describe what it should do and Theona builds it for you.
Create your own agentFrequently asked questions
What can AI agents do for sales teams?
AI agents handle repeatable sales work end to end: researching prospects, enriching lead data, writing personalized outreach, following up with cold leads, updating CRM records, and generating deal summaries. Each agent runs on a workflow you define, uses your existing sales tools, and asks for approval before sending anything externally.
How are AI agents different from sales engagement tools?
A sales engagement tool sends sequences. An AI agent thinks before it acts. Theona agents read your CRM, research prospects, personalize every message based on context, and chain steps together to complete a full workflow — for example, enriching a batch of inbound leads and routing the strongest ones to your reps with reasoning attached.
Can I customize any use case for my stack?
Yes. Every use case is a starting point. Tell the Architect agent which tools you use and how your workflow should run — it will connect the right integrations and adjust the steps to match your stack.
What if my workflow isn't in the use case list?
You can create an agent from scratch. Describe your process in plain language and Theona's Architect agent will build the workflow for you — choosing the right tools, defining the steps, and wiring everything together.
I don't see my tools in the integrations list. Can you still support my stack?
Reach out to our support team. We'll look into your stack and let you know what's possible — in many cases we can add a new integration or find a workaround using webhooks and APIs.
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