1. WorkFast
  2. AI employees
  3. AI Pre-Sales Agent
Sales · AI employee

Hire an AI Pre-Sales Agent

Before every sales conversation, your AI Pre-Sales Agent researches the customer and their business and hands your team a one-page brief.

Hiring is free · you pay for the work done · no card to start · No website? Start here

Why you need one

Your team walks into calls knowing nothing about the customer.

Good questions get asked in the third meeting instead of the first.

Research happens in someone’s head and is gone after the call.

Before and after

Today

  1. Your team walks into calls knowing nothing about the customer.
  2. Nobody free to handle it
  3. It waits — or it’s forgotten
  4. The customer goes elsewhere

With WorkFast

  1. A meeting is booked
  2. AI Pre-Sales Agent researches
  3. Reads the history
  4. Writes the brief
  5. Brief lands before the call
  6. Notes added after
Meet your AI Pre-Sales Agent

Prepare every opportunity so the conversation starts where it should.

You give it a name. It works in your business’s name, to your rules, and reports everything it does.

What it does

  • Research the customer and their company
  • Read what they told you so far
  • Pull their history from your inbox and CRM
  • Spot likely needs and objections
  • Suggest the questions to ask
  • Write a one-page call brief
  • Attach it to the calendar invite
  • Update the brief after the call

How it works

  1. A meeting is booked
  2. AI Pre-Sales Agent researches
  3. Reads the history
  4. Writes the brief
  5. Brief lands before the call
  6. Notes added after

Works with

The channels and tools your AI Pre-Sales Agent uses.

GmailWorks todayGoogle CalendarWorks todayLinkedInOne-tap connectHubSpotOne-tap connectSalesforceOne-tap connectGoogle DriveOne-tap connect

All integrations →

When a person takes over

It never guesses. These always come to you:

  • It never contacts the customer — it prepares your team
  • Anything sensitive it finds is flagged, not used

Its workforce

AI employees it hands work to — each free to hire.

AI ReceptionistMake sure no customer who reaches out is ever left waiting.Sales · hire free →AI Lead ManagerTurn every inquiry into an organized opportunity, whichever door it came through.Sales · hire free →AI Sales AgentTurn more leads into conversations, appointments and customers.Sales · hire free →AI Meeting AssistantMake every meeting happen, and make something happen after it.Sales · hire free →AI Presentation AssistantBuild the deck for this customer, on brand, in minutes.Sales · hire free →

All 25 AI employees →

Where it works

Marketing AgenciesSoftware CompaniesConsulting

Questions owners ask

Where does the research come from?

Only public sources and your own records — your inbox, your CRM and what the customer told you.

Does it join the call?

No. It prepares the brief before and adds notes after. Your Meeting Assistant can take the notes during.

Is hiring really free?

Yes. All 25 AI employees are free to hire. You pay for the work they do, with a monthly plan from the plans on our pricing page; your first month is half price.

Will it do things without asking me?

Only what you allow. Anything with a price, anything unusual and anything emotional comes to you first.

What happens when you hire your AI Pre-Sales Agent

  1. Tell WorkFast your website.It reads your business and finds where work and money slip.
  2. Meet your AI.Name it, and it calls your phone so you hear it work — you play the customer.
  3. Switch on.Your AI employees start on the work you already have. Hiring is free; you pay for work done.

Hiring is free · you pay for the work done · no card to start · No website? Start here