## The everyday problem

You've been doing the work yourself for a year. Cold emails, customer-success calls, lead qualification, the first fifty customer onboardings — all of it through a personal ChatGPT, polished one prompt at a time. You finally hire someone for the role. Day one, you hand them a Notion doc and a Loom recording and hope they figure it out. Their first month of output looks nothing like yours. The agent that's been doing 80% of the work? Locked on your laptop.

## What you'd type into the New Agent form

You click **New Agent** in the dashboard, pick the Sales Agent template (or start from scratch), and fill in:

**Agent name** · `Sales playbook agent`

**Description** · `My cold-email and discovery flow. Same approach I've been using to land our first 50 customers.`

**Persona** · `You are an AE at [Company]. You write in the founder's voice — direct, technical, no fluff. You qualify with the questions the founder has been asking for a year. You handle objections the way the founder has been handling them.`

**Context to paste**

- Your last 30 cold emails (the ones that worked)
- Your discovery call notes from deals that closed
- The objection-handling phrases you've refined
- The ICP definition you've actually been selling to (not the one in the deck)

**Skills to pick**

- `prospect-research`
- `objection-handling`
- `follow-up-cadence`

**MCPs to wire**

- Your CRM — so the agent reads the prospect's history
- Your call-recording tool — so it can review transcripts
- Your email tool — so drafts come back in your style

A few minutes of pasting your own past work. No code.

## What your team sees when they use it

The new hire isn't reading a doc. They're working alongside the agent that's been doing the work for the last year.

- **The new salesperson on day 1** opens the agent, pastes a prospect's LinkedIn, and gets back a cold email that sounds like the founder's. They send it. Reply rate matches the founder's.
- **The new salesperson on day 14** runs the agent on a recorded discovery call. The agent flags questions the founder would have asked but the rep didn't get to. The next call is sharper.
- **The new salesperson on day 90** has the muscle memory. The agent has stopped being a crutch and become a peer reviewer.
- **The founder** can finally stop checking every email.

## How it composes

This agent inherits the org defaults you set up: company background, the lead workflow (pull from CRM → research → discover → handle objections → schedule follow-up), the brand voice rules. On top, it overlays role-specific skills for sales: prospect research, objection handling, follow-up cadence. Tightening the org rules — adding a new ICP segment, evolving the voice — updates this agent automatically on next publish.

## How it evolves

A year in, you launch a new product line aimed at enterprise. The qualification questions change. The objection patterns change. You update the canonical agent's playbook in the dashboard, publish v2, and the salesperson's next call uses the new framework. No re-onboarding meeting, no new doc, no "did you see my Slack ping about the new motion?" The audit log shows exactly when the playbook changed and what the prior version said — useful when a deal closes against the new motion and you want to know what guidance was active at the time.