An AI sales agent for call prep, lead replies and follow-ups
TobyBot is an agentic bot. Tell it the goal, like "brief me before tomorrow's four calls", and it reads your calendar, emails and LinkedIn and writes the briefs.
Read tomorrow's callsCalendar
Look up each attendeeLinkedIn
Find our past emails with themGmailResult ready
An example: an enquiry arrives on Tuesday night
Reads the new messageReturns the sender, the company and what they asked.GmailLooks up the senderReturns their role and the company page.LinkedInDrafts the replyPuts a reply in drafts that answers the question asked.GmailResult ready. Save it as a bot that starts on each new Gmail message.
What reps ask TobyBot for
Six jobs reps do between conversations, written the way you would ask a colleague.
Replies to new enquiries
Starts when a new Gmail message arrives, reads it, looks up the sender and drafts a reply.
Call briefs
Reads your calendar and writes a one-page note on each person you are about to meet.
DocumentsFollow-up emails
Drafts the follow-up after a call from the notes you saved.
Proposal decks
Drafts a deck from your request and the material in your drive.
SlidesAnswers from your own material
Searches the product sheets and past proposals you uploaded, so a rep does not have to hunt.
Knowledge baseYour CRM
Works with your CRM once someone connects it through an MCP server.
MCP server
Sales admin, by hand and with TobyBot
The same six moments, by hand and with TobyBot.
| Done by hand | With TobyBot | |
|---|---|---|
| A new enquiry | Someone reads it, looks the sender up and writes back. | It starts from the new Gmail message and returns a draft reply with a note on the sender. |
| Before a call | A rep opens LinkedIn and old emails in several tabs. | You ask for a brief. TobyBot reads the calendar, the profiles and your emails and writes one page. |
| After a call | Notes are typed up when there is time. | You point to the notes and ask for the follow-up email and a summary. |
| The weekly pipeline update | Someone pulls figures from the CRM and writes the summary. | A saved bot runs on a schedule, uses the CRM through its MCP connection and writes the update. |
| Finding the right answer | Reps ask a colleague or search shared folders. | Agents search your uploaded documents with keyword and semantic search together. |
| Changing the process | Someone rewrites the instructions and tells the team. | You change the request and TobyBot writes a new plan. |
The roles and templates a sales agent starts from
Growth role
Researches leads and drafts outreach and posts. Most sales jobs start here.
Inbound leads template
Reads new enquiries, researches the sender and drafts a reply. Point it at your inbox and your customer profile.
Knowledge base
Upload product sheets, pricing notes and past proposals. Agents search them while they draft.
Setting up lead scoring and follow-ups
Our guides cover the rules, the sequences and how to test them before you rely on them.
Building AI agents for sales teams
Write down your qualification rules, test them on past leads and connect the CRM.
Your first agent from a template
Pick a template, give it your material and connect the tools it needs.
What an AI sales agent costs in TobyBot
Pro is $59 a month and covers 2 users and 5k actions and triggers a month. Team is $299 a month for 10 users and 25k actions and triggers. Enterprise is talk to sales. Every plan includes unlimited bots. The pricing page lists the rest.
AI sales agent: frequently asked questions
What is an AI sales agent?
An AI sales agent is software that takes on the admin around selling, such as reading enquiries, researching a sender, preparing for calls and drafting follow-ups. It works through your tools and hands the result back to a rep.
Which CRM does TobyBot work with?
TobyBot connects to other systems, CRMs included, through MCP servers. Someone technical sets each one up once. The native connectors cover Google, Microsoft, Meta and LinkedIn.
Can TobyBot send follow-up emails for me?
TobyBot drafts emails in Gmail or Outlook from your request. Whether a person reads each one before it goes out is something your team decides when it sets the task up.
How do I tell it who counts as a good lead?
Write your criteria into the request, or upload them as a document to the knowledge base. Agents search that document while they work.
Will an AI sales agent make up details about a prospect?
It can if the instructions let it write freely. Ask it to use only what is in the message, your CRM and the profile it looked up, and read each draft before it is sent.
Keep reading
TobyBot for marketing
Posts, emails and decks from one brief.
The TobyBot AI workforce
The Growth role and four others, with a planner.
TobyBot pricing
Pro, Team and Enterprise in full.
Does your team live in Slack or Teams?
HiToby is a ready-made AI coworker that works in those channels, from the same team as TobyBot.
Bring tomorrow's calls.
Book a demo and we will have TobyBot write the briefs while you watch.