What is an AI agent in sales?
A working definition, minus the hype. What an agent actually does between a lead landing and a human stepping in — and where the boundary sits.
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Writing
AI-first, firsthand.
We operate AI-first ourselves, then write up what that actually takes — the practices, the trade-offs, the calls. No theory, no content agency. New articles most weeks; a longer field note monthly.
Latest writing
From the team.
On AI-first
On AI-first
What does an agentic CRM actually do?
Not a chatbot bolted to a pipeline. A plain walk through the work an agentic CRM owns end to end, from first touch to the hand-off brief.
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On AI-first
The hidden cost of bolt-on AI in legacy CRMs.
Every legacy suite now ships an "AI" add-on. A look at what you actually pay for in latency, context loss, and the seams between systems.
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Compare
AI-native vs. AI-added CRM: the architecture difference.
Two systems can list the same features and behave nothing alike. Where the architecture diverges — and why it decides what the agent can and can't do.
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Compare
AI-native CRM features: what to look for.
A buyer's checklist for teams done with demos. The handful of capabilities that separate an agentic system from a CRM with a chat box.
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Compare
How to evaluate an AI-native CRM in 60 minutes.
A structured hour: the questions to ask, the live tests to run, and the answers that should end the call early.
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Compare
Salesforce + agents vs. an AI-native CRM.
Agentforce makes Salesforce more capable. It doesn't make it native. A careful comparison of where the bolt-on model holds and where it strains.
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Playbook
The AI-first operator: a day in the life.
What changes in a rep's day when the agent owns the busywork. A walk through one operator's Tuesday, hour by hour.
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Playbook
How AI-first sales teams outperform.
The compounding edge isn't speed, it's coverage. How teams that trust the agent end up working a wider pipeline with fewer people.
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Field notes
The 12 conversations we got wrong in our first month live.
A line-by-line look at the dozen conversations Sonta mishandled in production during launch month — what the agent did, what it should have done, and how we fixed each one.
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Field notes
Why we don't ship a "review queue."
The most-requested feature in our first three months — and the one we kept saying no to. What an inbox of pending agent decisions actually costs your team.
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One field note a month. No drip.
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