LIVEAVTR · USE CASES · UC-04
Use case 04 · Sales copilot
One rep, with a thousand hands.
Every salesperson gets a personal agent. The rep writes the persona — what to say, who to say it to, how hard to push — and the agent runs outreach, follow-ups, meeting prep and CRM hygiene in the background. One click initiates a call, text, or email from any contact row. Every conversation reports back.
FIG.04 — How it works · rep → persona → agent → channels → report
Live view · 1 rep · 283 contacts in motion
THE REP
Mika · AE, mid-market
The rep runs the day. The agent runs the list. One click starts a call, text, or email from any contact — the agent handles it and reports back.
Call
Text
Email
Schedule
Handoff
Jump in
PERSONA
The prompt the rep writes
Plain-language instructions. Who the agent is, what it knows about the product, how it qualifies, what it never promises, when to escalate.
“You're Mika's AE partner. Mid-market retail.
Open with the load-time angle. Never discount
without asking. If they ask for a demo, book it
on Mika's calendar. Hand off warm.”
CONTACT BOOK
The list, with live status
The rep's book of business. Each row shows the agent's current status — queued, outreach sent, replied, booked, stalled — and every touch is one click away.
contacts in motion283
replied this week47
meetings booked12
stalled >14d31
PERSONAL AGENT
Works the list
Reads the persona, reads the book, runs outreach and follow-ups in parallel. Preps dossiers before every meeting. Writes CRM notes after every call. Escalates warm.
Outreach
Sends, adapts, retries
Follow-up
No-reply cadence
Meeting prep
Dossier + agenda
CRM hygiene
Notes, stages, tasks
CHANNELS
Voice · text · email
The agent reaches out on whatever channel the contact actually replies on. Rep can start any of them from a contact row. Agent keeps going if the rep is busy.
VOICE
Messaging App and Text
EMAIL
LINKEDIN
CAL
one-click call
one-click text
one-click email
REPORT
What the rep sees
Pipeline impact. Revenue influenced. Meetings booked. Per-contact transcripts with outcomes. Every number drills into the conversation that produced it.
✓ 12 meetings booked this week (+4 WoW)
✓ $2.4M pipeline influenced · 38 accts touched
› 3 stalled deals need Mika's call
MEMORY · PER CONTACT
Every call, every reply
A full history per account and per person. What was said, what was promised, what was asked. The agent reads it before every touch — so no one ever gets the same intro twice.
transcripts1,842
promises tracked93
open objections17
CRM & TOOLS
Writes back, cleans up
Every conversation updates the CRM — stages, notes, next steps, contact roles. The rep stops logging calls. The agent keeps the system of record honest.
⇢ Salesforce · stage → Discovery
⇢ Gong · call summary + next steps
✓ 47 CRM updates today · 0 dirty fields
Legend
Rep + agent
The rep writes the persona and sets the goals. The agent works the list, reaches out, follows up, and hands warm leads back.
One-click channels
Call, text, or email from any contact row. The agent can initiate too — same channels, same number, consistent voice.
Report back
Pipeline impact, meetings booked, revenue influenced, per-contact transcripts with outcomes. Every number drills to the conversation.
Rep in the loop
The rep can jump into any call, take over a thread, rewrite the persona mid-week, or pause the agent entirely. The work hands back cleanly.
One rep, with a thousand hands. The agent writes the emails, runs the follow-ups, preps the dossiers, and keeps the CRM honest — so the rep can spend the day on the five conversations that actually move the quarter.
See it in action →