AI SALES AGENT

Research and prepare the next sales action before anyone hits send.

Use Kernolix as a controlled AI sales agent to research inbound leads, surface fit signals, draft the next action, and require approval before external writes.

THE OPERATING PROBLEM

A workflow needs evidence and boundaries, not just an answer.

Inbound leads often wait while a seller searches the company, checks fit, writes a response, and updates several systems. Kernolix turns that sequence into an inspectable run instead of hiding it inside one prompt.

01

Public company research with source-aware context

02

Qualification signals tied to the workflow goal

03

A clearly marked internal draft before any send

04

Human approval for email or system-of-record writes

HOW THE WORKFLOW RUNS

Six inspectable stages from goal to measured outcome.

01

Capture

Receive the sales goal, lead context, volume, systems, and business risk.

02

Research

Collect relevant public information without changing an external system.

03

Qualify

Compare evidence with the team’s stated fit criteria and constraints.

04

Prepare

Draft the next action and keep the payload visible for review.

05

Approve

Require a person to approve high-impact writes before execution.

06

Audit

Record the plan, model usage, action status, and reported result.

REAL CAPABILITY STATE

What is live today

The Operator planner, safe local tools, approval gates, token and cost tracking, audit events, and a controlled Gmail pilot path are implemented. Unconfigured CRM, Slack, and Drive writes remain blocked rather than simulated.

Review the security boundary
PILOT SCORECARDmeasured, not assumed
Lead response preparation timeTRACK
Research completion rateTRACK
Approval-to-send timeTRACK
Correction rateTRACK
COMMON QUESTIONS

What teams need to know before a pilot.

Does the AI sales agent send email automatically?

No. Kernolix prepares safe work first. External sends require a configured connector, an exact payload, and explicit approval.

Can it replace the CRM?

No. Kernolix coordinates a workflow around systems of record; it does not pretend to replace or update a CRM when a real connector is unavailable.

What is the best first pilot?

A narrow inbound-lead workflow with measurable volume, a clear qualification rule, one owner, and a response-time baseline.

START WITH ONE WORKFLOW

Use the live Operator before you buy.

Describe the current process, volume, systems, and risk. Kernolix will prepare a controlled execution plan without performing unapproved external actions.