AI agents that do the work around selling, so people sell.
Five agents that run inside your CRM, under your reps or ours. Every action is visible on the record timeline. No black boxes.
Five agents. One CRM. Every action auditable.
Reply Agent
Monitors connected inboxes, classifies every reply by intent within minutes (meeting-ready, question, objection, out of office, unsubscribe), drafts responses in your approved tone, and routes meeting-ready leads straight to booking.
Built on the stack you already run.
What's included
| Agent deployment | Five agents configured to your CRM, inbox estate and messaging. |
| CRM writeback | Every agent writes to timelines, properties and tasks so nothing lives outside your CRM. |
| Governance rules | Approved tone, blocklists and escalation paths — nothing sends in your name without pattern approval. |
| Human review workflow | Non-standard replies routed for human sign-off before send. |
| Monitoring and logging | Every action logged with reason, timestamp and outcome. Auditable, exportable. |
| Reporting dashboards | Live view of agent activity, meetings created, replies handled, hygiene fixes. |
How it runs, week by week.
- 1Week 0 — Kickoff
CRM access, approved tone samples, inbox estate mapped, priority agents chosen.
- 2Weeks 1–2 — Configure and shadow
Agents installed, running in shadow-mode: drafting but not sending. Team reviews outputs.
- 3Week 3 — Live under supervision
Agents go live on approved patterns. Non-standard cases still routed for human sign-off.
- 4Weekly rhythm
Weekly review of agent decisions, refinements to tone and rules, expansion of coverage.
- 530 / 60 / 90 reviews
Measured against reply-to-meeting rate, response time, hygiene score and rep hours saved.
Two ways to run them.
Under NextGen's contracted teams
Agents ship as part of your SDR or AE engagement. Nothing to integrate on your side beyond CRM access.
Under your existing sales team
Install the intelligence layer to multiply the people you already have. Your reps, our agents, one CRM.
Who this is for — and who it's not.
- You have a working CRM you trust as the single source of truth.
- Your reps lose hours a day to reply triage, research and CRM admin.
- You want agents that write to the CRM in the open, not black-box tools.
- You need governance — approved tone, blocklists, human review — not autonomous send.
- You don't have a CRM or refuse to give agents write access.
- You want agents that ignore approved messaging and 'get creative' at scale.
- You expect agents to replace judgment entirely with no human in the loop.
The honest FAQ.
Only on patterns you've approved. Anything non-standard routes to a human for sign-off.
HubSpot and Salesforce as primary. Others assessed case by case.
Our agents run under experienced humans and write into your CRM. A tool is a system without judgment; ours are a layer under judgment.
You do. Every draft, brief, note and task lives in your CRM. If we part ways, it stays with you.