Sales agent

From the right company to a ready offer.

Researches promising companies, helps you choose the best way in and turns confirmed conversations into grounded proposals and offer drafts.

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In its own words

Watch this agent explain its four steps

The four steps, and where you take over.

the account journey

One company account. Every step connected.

  1. 1

    Find

    Finds promising companies from your relationships, enquiries, lists and business signals, and rates each one with reasons.

    What happens here
    • Account discovery Finds promising companies from your existing relationships, enquiries, referrals, imported lists, inbound activity, business signals and connected data providers. Weak matches are filtered before detailed research begins.
    • Opportunity rating Rates Fit, Timing and Way in separately as Strong, Medium, Weak or Unknown, with reasons for each. It does not invent a probability of winning.
  2. 2

    Research

    Prepares a sourced brief on the company and the people who decide. Unknowns stay unknown.

    What happens here
    • Company research Prepares a sourced brief on the company, its customers, recent signals, possible needs, likely objections and first-call questions. Hypotheses are labelled, sources are dated and unknowns stay unknown.
    • Buying-group research Finds relevant people and explains whether each is likely to be a decision maker, influencer, user, gatekeeper or still unknown. The approach stays grounded in professional and company information.
  3. 3

    Reach out

    Assesses the best way in and prepares one personal draft. A person decides whether and how to make contact.

    What happens here
    • Contact-route guidance Assesses email, warm introductions, enquiry replies, phone calls, manual LinkedIn messages and formal letters. It records the source, country, evidence, policy verdict and a better route when one exists.
    • Individual outreach drafts Prepares one editable message for one relevant person, based on verified information and one small question. Every first message waits for human review. LinkedIn sending remains manual.
  4. 4Offer ready for review

    Offer

    Keeps conversations, meetings and next steps together, then drafts the proposal and the formal offer for your review.

    What happens here
    • Daily sales workspace Prioritises replies, meeting preparation, offers, follow-ups, first approaches, accounts without a next step, new opportunities and past customers worth revisiting. Every row has one clear action.
    • Account workspace Keeps the verdict, research, people, route evidence, drafts, conversation history, notes, next step, owner, proposal versions, offer versions and activity timeline in one place.
    • Conversation and meeting support Helps interpret replies, draft responses, prepare meetings, structure call notes, suggest follow-ups and record why an opportunity was won or lost. Your team confirms important changes.
    • Proposal and Offer Agent Turns approved research and confirmed needs into a recommendation, recap, proposal, scope, implementation plan and formal offer draft. Prices, terms and commitments come only from your approved catalogue.
    • A proposal explains. A formal offer commits. The Proposal explains the need, recommended solution, scope and plan. The Formal Offer contains the exact parties, scope, price, payment, delivery, validity and acceptance terms. It is prepared only after the need and scope are confirmed, and a person reviews it before it is issued or sent.
    • Pipeline and results Tracks accounts from Watching to Ready, Approached, Talking, Meeting, Offer, Won or Lost. Results centre on conversations, meetings, proposals, accepted offers and won deals, not email volume.

what you get

An account-first sales workspace that keeps the evidence, people, conversation, next step, proposal and offer connected from the first signal onward.

  • Finds and filters promising company accounts.
  • Builds sourced research briefs and explains why the timing may matter.
  • Maps relevant people and assesses the available contact routes.
  • Prepares individual outreach, reply and meeting drafts for human review.
  • Turns confirmed needs into proposal and formal offer drafts.
thelooma · dashboardpreview

Illustrative preview of the account-first workspace.

what changes

Fewer guesses. Clearer next steps.

you stay in control

Assistance, evidence and human control.

The platform helps you document evidence, understand the conditions that may apply and make an informed contact decision. It does not guarantee legal compliance or treat a discovered address as permission to send. A refusal or unsubscribe request blocks future contact.

  • Less research by hand.

    Sourced briefs show why an account deserves attention.

  • Fewer wasted approaches.

    Contact routes are assessed before a message is written.

  • A next step for every deal.

    Every open opportunity has one clear action.

  • One record, signal to offer.

    Research and conversations flow into the proposal and the offer.

supports AI visibility

How this agent contributes

Surfaces the questions buyers ask, the language companies use and the business signals that should shape useful website and content answers.

good to know

Questions we hear often.

Is the account-first Sales Agent available now?

Yes. Book a free growth teardown to discuss your sales process, the fit and the delivery date for your setup.

Does the Sales Agent send first messages automatically?

No. The Sales Agent focuses on a small number of relevant accounts, prepares an individual draft and puts every first message in the review outbox. A person decides whether and how to make contact.

Does finding an email address mean we can contact it?

No. The platform records where the address came from, the available evidence, the recipient country and the current contact-policy verdict. It explains the conditions and suggests a better route when one is available.

What happens when a company replies?

The reply stays with the company account. The Sales Agent helps interpret it, drafts a response, prepares the next step or meeting brief and keeps the conversation moving. Your team reviews important messages and decisions.

Can it predict which opportunities we will win?

No. It rates Fit, Timing and Way in separately, with supporting reasons. It does not show an invented win probability.

Can the AI issue a formal offer by itself?

No. It prepares a draft from approved catalogue information and confirmed conversation details. A person reviews the parties, scope, price, payment, delivery and terms before the offer is issued or sent.

works with

Works with your setup

Your agents live on the thelooma platform, in your dashboard, where you chat with them like coworkers. If you want them in Slack, we connect that too. Technical team? They also connect to AI agents like Claude Code.

thelooma dashboardSlackClaude Code

guides

Guides on this work

the whole team

The other agents

Book a free 30-minute growth teardown.

We review how you find and win customers, map where the agents fit in and define the setup your business needs. Teams receive an exact quote and delivery date before deciding.

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30 minutes · Free · Clear next step