Overview

Limited Access: Sales Agents is currently available to select customers only. To get access, reach out to [email protected].

What is Sales Agents?

Every company has a hidden blueprint in its data that shows exactly how revenue gets created and closed. The best reps figure it out through instinct and experience. Everyone else guesses. HockeyStack extracts that blueprint and deploys agents that execute it across every deal, every rep, every day.

Sales Agents is HockeyStack's AI-powered workspace for sales execution. It connects to your CRM, call recordings, email activity, and engagement data to build a complete picture of every deal and account — then uses that context to generate specific, actionable tasks for your reps.

This is not a copilot that suggests generic next steps. It is a system grounded in your data where agents generate recommended actions based on what has actually worked in your pipeline — and reps focus on what they are best at: judgment, relationships, and the conversations that close deals.

What Problem Does This Solve?

Close rates vary dramatically per rep. The gap between your best performer and your average performer is enormous. The only mechanism for bridging that gap today is manual: pipeline reviews, deal reviews, and one-on-one coaching sessions where managers try to transfer tribal knowledge. This does not scale.

Sales Agents solves this by:

• Closing the data gap — GTM data is scattered across dozens of tools. Sales Agents unifies CRM data, call transcripts, email threads, meeting history, and engagement signals into a single AI context per deal and account.

• Closing the process gap — Tribal knowledge about what actually wins deals lives in people's heads and nowhere else. Sales Agents encodes this into a system that every rep can follow.

Goals

Sales Agents aims to become the primary workspace where reps start their day — the system they live in to manage deals, execute tasks, and follow optimal process. Specifically:

• Reduce rep variance — Mid-tier reps execute like top performers because the system shows them exactly what to do and when.

• Shorten ramp time — New reps get day-one access to the winning process instead of months of shadowing and tribal knowledge transfer.

• Increase attainment — More deals follow the path to close because the system catches drift and corrects course early.

• Improve forecast accuracy — Signal-based deal assessment replaces gut-feel pipeline calls.

How It Works

1. Connect your data — Sales Agents integrates with your CRM (Salesforce/HubSpot) and call recording tool (Gong) to ingest the full history of every deal and account.

2. Configure your motions — Define outreach strategies, assign reps, set task limits, and choose which signals matter in the Configuration.

3. Generate context — For each deal or company, the AI builds a persistent knowledge base from all available data: CRM records, call transcripts, emails, meetings, and stakeholder details.

4. Generate tasks — The AI analyzes context and generates specific next steps: emails to send, calls to make, LinkedIn messages to write — complete with pre-drafted content personalized to each rep's writing style.

5. Execute and improve — Reps work through tasks. Every completion, dismissal, and outcome feeds back into the system. The recommendations get sharper over time.

Requirements

Sales Agents requires the following integrations to deliver full value:

• CRM: Salesforce (required). HubSpot support is available for select features.

• Call Recording: Gong (required for deal context). Without call data, agent output quality is significantly reduced.

• Email: Email activity flowing into your CRM.

FAQ

Q: Is Sales Agents a replacement for my CRM? A: No. Your CRM remains the system of record. Sales Agents sits on top of it as the workspace where reps do their daily work — managing deals, executing tasks, and following process. CRM data flows in automatically.

Q: How is this different from other AI sales tools? A: Most tools use an LLM to interpret prompts and produce best-guess outputs. Sales Agents is built on a structured data foundation that preserves the sequence and causality of every interaction across your GTM stack. Recommendations are grounded in what has actually driven revenue in your pipeline, not generic AI suggestions.

Q: How long does it take to see value? A: Once configured, reps can start generating context and tasks immediately. The system improves over time as it learns from task completions, dismissals, and deal outcomes.

Q: Who uses Sales Agents day-to-day? A: Account Executives use the deals, tasks, and meetings pages as their daily workspace. Sales Managers use the team page to track execution and identify coaching opportunities. RevOps or Sales Ops typically handles initial configuration.

Q: Does the system get better over time? A: Yes. Every task completion, dismissal (with reason), and deal outcome feeds back into the system. The recommendations get more precise as the system learns what works for your specific pipeline and team.

Q: What does the AI have access to? A: The AI accesses data from your connected integrations: CRM deal and company records, Gong call transcripts, email activity, meeting events, and contact information. It also searches the web to enrich stakeholder profiles and gather additional context about companies and contacts.