Inbound leads, turned into qualified meetings. Your Cloud Employee engages every inbound lead in seconds, qualifies it, and books the meeting with the right rep, automatically.
Specialist tasks
Tools
Specialist tasks
Tools
Specialist tasks
Tools
Specialist tasks
Tools
Specialist tasks
Tools
A day on the job
Checks the CRM, enriches the account, reviews past interactions, and spots buying signals.
Replies on the buyer's preferred channel, with the account context already in hand.
Answers questions, handles objections, and assesses fit and readiness.
Weighs territory, ownership, expertise, and availability, then books the meeting.
Updates the CRM, writes an opportunity summary, and briefs the rep.
What is a Cloud Employee?
A name, role, goals, and personality, with the tone and boundaries you set.
Works across phone, email, chat, and SMS, and keeps one conversation going across all of them.
Connects to your CRM and go-to apps to check records, book meetings, and log what it learns.
Learns from your company knowledge, shared memory, and workflow history, and remembers every buyer.
Capabilities
Researches leads, qualifies buyers, follows up, books meetings, and prepares reps.
Recalls past conversations, buyer needs, and account details.
Checks the CRM, searches the knowledge base, books meetings, and logs qualification data.
Moves between phone, email, chat, and SMS without losing context.
Judges urgency and routes the issue to the right sales manager with a short briefing.
Human-like turn-taking, with responses as fast as 0.5 seconds on call and chat.*
Cloud Employee vs. AI agent
Onboarding
Review real buyer scenarios together, then set qualification criteria, follow-up rules, meeting targets, and handoffs.
Connect your CRM and internal systems, with permissions, guardrails, and allowed actions defined.
It learns your documents, playbooks, and history. You role-play scenarios and tune its judgment and escalation.
Test together, go live, and keep coaching as it owns the job and keeps improving.
Security & governance
Permissions set for every system it connects to.
The actions it's allowed to take are explicitly defined.
Tone, style, and limits set during onboarding.
Your data is handled under enterprise security and governance controls.
Questions
Your Cloud Workforce
Start with an AI SDR. Interview it on a live role-play and see how it would work your inbound leads.