Sales & Marketing

Selling into healthcare can't scale on headcount anymore.

Quota rises while rep counts stay flat, and every new account demands hours of digging into EHR install bases, payer mix, and buying committees. actAVA turns that non-selling work into governed agent work, so your team spends its week with buyers instead of browser tabs.

Headcount stopped being the answer. A generic copilot isn't one either.

Horizontal sales tools draft an email and stop there. Selling into health systems runs on dense domain reasoning. Which EHR the prospect runs, how payer mix shapes next year's budget, who actually owns the decision, and what compliance posture the deal requires. An agent that guesses at those answers costs you the meeting.

The fix is agent work you can govern, not another tool your reps learn to ignore.

actAVA runs the research, scoring, and drafting as background work with approval gates, then hands your sellers a finished brief. The rep reviews, edits, and sends. The audit trail keeps compliance in the room without slowing the deal.

Explore the sales and marketing agent library
Beyond the CRM

Your reps shouldn't have to be CRM-native. Their agents already are.

Deal context scatters across emails, meeting transcripts, and chat threads long before anyone types it into a CRM field. actAVA agents read those unstructured inputs as they arrive, surface buyer signals, objections, and timeline commitments, and write the record back on their own. Static, manual entry becomes a live picture of the deal, and the rep reviews instead of retypes.

No more blank-page work

Gathering account context across five systems used to eat a morning. An agent assembles it in the background and hands the seller a draft, so prep becomes a review-and-edit pass measured in minutes.

Delegate tasks, not prompts

Sellers assign high-level work, like a competitive risk analysis for an account grounded in the last three calls. The agent fetches, structures, and presents a draft for approval, working like a background teammate rather than a chat window.

Strategic account briefs on one page

Raw meeting notes and company research become a structured plan that names key decision-makers, expansion levers, likely deal blockers, and tailored discovery angles.

Handovers without context loss

When an account changes hands, an agent synthesizes months of correspondence, open commitments, technical requirements, and stakeholder dynamics into a standardized handover brief. The incoming rep skips the ramp-up delay.

The human touch stays human

Agents do the data heavy-lifting. Judgment, empathy, and the close stay with your sellers, and every generated draft tunes to account nuance, buyer persona, and relationship tone before it ships.

Leadership sees the whole pipeline

Centralized deal execution data spots stalled deals early, flags bottlenecks by stage, and grounds forecast reviews in agent-assisted risk scoring instead of gut feel.

What teams measure
Shorter deal cycles

Research and follow-up stop sitting in a queue behind selling time.

Higher stage conversion

Better-prepared conversations move more deals through qualification.

Faster AE ramp

New sellers inherit briefs and account history instead of rebuilding both.

The actAVA platform

GTM needs agents built for work that runs all quarter, and a platform that learns your playbook.

Build, evaluate, and optimize every sales and marketing agent

actAVA KORA runs your agents across chat, voice, and background schedules, tests them before they touch a prospect, and reports ROI per agent. Guardrails come standard, which matters when your buyers are covered entities.

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Run any frontier model, and own the intelligence underneath it

Swap models as the frontier moves without rebuilding a single workflow. KORA orchestrates the sequence, applies your rules of engagement, and keeps the learning from every deal inside your walls.

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Deploy pre-built sales and marketing agents on day one

Prospect research, lead scoring, pipeline forecasting, battlecards, and outreach drafting, each with approval gates and audit logging. Start from a working library instead of a blank canvas.

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The agent library · Sales & Marketing

Our sales and marketing agent library, yours to extend

The library spans prospecting, account research, scoring, pipeline, competitive intelligence, and enablement. Every agent ships with governance, approval gates, and audit logging.

  • AI
  • HITL · Human in the loop
AICustomer Success

Churn & Expansion Agent

Analyzes churn risk and expansion signals for existing customers, prepares QBR materials, and drafts renewal pitches with ROI proof points—pulling closed-won opportunities, workstreams, accounts, quotes, and products from the CRM.

AIAccount Executive

Competitor Battlecard Agent

Generates a structured battlecard for a named competitor from existing battlecards, loss reasons, and positioning notes—covering archetype, strengths, weaknesses, how-we-win angles, where-we-lose risks, and a live-call talk track.

AIMarketing / Content

Customer Case Study Agent

Turns a customer win—document, interview, transcript, or CRM record—into a single branded case study slide plus speaking notes, following a fixed one-slide template and never inventing customer facts.

AISales Manager

Deal Scoring Agent

Scores every active deal weekly through three independent lenses—analytical evidence, creative upside, and skeptical gaps—then writes a composite score and a skeptical flag back to the CRM for the rep and manager.

AISales / Revenue Operations

Engagement Knowledge Base Builder

Periodically ingests the engagement corpus—proposals, won deals, delivered work, notes, activities—then classifies and links each artifact by client, sector, problem, and solution to build a searchable index of prior work.

AISales / Revenue Operations

ICP & Persona Definition Agent

Builds a defensible, origin-tagged Ideal Customer Profile and refreshed buyer personas by contrasting closed-won against closed-lost accounts, producing a versioned ICP with traceable attribute origins and a diff against the prior version.

AIPR / Communications

News Value & Story Angle Agent

Evaluates press releases and announcements for newsworthiness, scoring against seven classic news values and surfacing the two to four strongest story angles as a go/no-go gate before any media outreach.

AISolutions Engineer

Prospect Technology Research Agent

Interactively researches a selected prospect's technology stack across EHR, CRM, AI, HR, and BPM systems, then compiles a structured technology profile report to inform targeted outreach and discovery.

AISales Manager

Rep Activity Digest Agent

Summarizes a rep's daily CRM activity—calls, emails, meetings, and stage changes—into a digest for reps and managers, flagging neglected high-value opportunities that need attention.

AIProposal / Bid Manager

RFP Answer Agent

Turns a prospect's RFP or security questionnaire into a review-ready proposal—extracting each item, drafting source-tagged answers from the knowledge base with honest negatives, and offering a formatted Word export on request.

AISales Development Rep

Web-Lead Follow-Up Agent

Drafts a personalized follow-up email for each fresh website lead, matching prospect title to a persona, selecting the most relevant product, and queuing it for seller review before send.

AIAccount Executive

Account Plan Agent

Builds and maintains quarterly versioned account plans from CRM data—goals, risks, opportunities, and next steps—and produces a quarter-over-quarter diff so teams see exactly what changed.

AIMarketing / Content

Brand Voice & Anti-Slop Agent

Audits or rewrites any draft copy against a per-customer brand-voice profile and hard anti-slop rules—checking structure, scanning for banned buzzwords and filler, evaluating tone fit, and returning a rewrite or a flagged report.

AICompetitive / Product Marketing

Competitive Positioning Agent

Produces a cited one-page competitive summary comparing a competitor's pricing, positioning, product strategy, and sales motion against our strengths, synthesizing web research, internal battlecards, and product data with conflict flags.

AIAccount Executive

Engagement Knowledge Query Agent

Lets sellers query the indexed engagement corpus in natural language to surface the most relevant prior proposals, won deals, and delivered work for a new opportunity, with links back to the source artifacts.

AISolutions Engineer

Healthcare Prospect Technology Analysis Agent

Analyzes a healthcare prospect's technology stack and operational pain points, then generates detailed reports with charts and interactive dashboards mapping AI capabilities to the prospect's specific needs and projected ROI.

AISales / Revenue Operations

Lead Scoring Agent

Scores every lead weekly against ICP profiles and engagement signals, assigning a 0–100 score with a Hot/Warm/Cool band and a rationale, and surfaces the top-ranked leads with score-movement tracking.

AIPR / Communications

Media List Builder

From a press release and company context, produces a ranked, tiered reporter and outlet list with contacts, coverage notes, and a recommended angle, exportable for outreach.

AIAccount Executive

Outreach Email Co-Pilot

Conversational co-pilot that drafts short cold or warm outreach emails to a chosen CRM lead, enriching with account and web context, mapping title to persona, and grounding every claim in product data.

AIProposal / Bid Manager

Proposal Drafting Agent

Drafts a complete branded proposal for a sales opportunity from CRM deal data—executive summary, solution narrative, commercial summary, implementation overview, and next steps—with every figure matched exactly to the quote.

AISales / Revenue Operations

Territory Planning Co-Pilot

Builds balanced territory coverage plans from team headcount, target industries, regions, and historical revenue—recommending allocation methods, sample AE-to-account mappings, and flagging coverage gaps or overloads.

AISales / Revenue Operations

Win Announcement Agent

Writes celebratory Slack/Teams and professional executive email win announcements when a deal closes—sourcing the closed-deal data, verifying the win via workstreams, crediting contributors, and adapting output per channel.

AIMarketing / Content

Content Repurposer Agent

Transforms a single press release into multi-channel owned content—LinkedIn posts, blog articles, social snippets, and press-kit materials—enforcing brand-voice consistency and anti-slop standards, with review before export.

AISales Manager

Conversation Intelligence Agent

Analyzes sales call transcripts and email correspondence to extract buying signals, coaching opportunities, competitor mentions, and rep-accuracy risk flags, producing classified insights with recommended follow-up actions.

AIDeal Desk / Pricing

Deal Desk Agent

Manages quotes and agreements—analyzing active quotes for cross-sell gaps, flagging stalled quotes that need follow-up, and validating pricing and approval workflows against finance data, with per-quote deal-desk actions.

AISales Leadership

Executive Pipeline Status Agent

Generates a numbers-first executive pipeline update from CRM opportunities, quota targets, deal scores, and risk flags—covering total pipeline, weighted forecast vs. quota, top risks, and biggest wins.

AISolutions Engineer

Health-System Prospect Research Agent

Presents a curated list of top US health systems for selection, then conducts deep web research on the chosen system's technology stack across EHR, CRM, AI, HR, and BPM, producing a structured technology profile.

HITLSales / Revenue Operations

Lead Enrichment Agent

Enriches raw leads with verified contact details and public intent signals, dedupes against existing contacts, and produces reviewable per-field deltas for human approval before any write-back to the CRM.

AIAccount Executive

Meeting Summary & Next-Steps Agent

Turns a sales meeting transcript and seller notes into a concise recap-and-next-steps email, pulling CRM activity, insights, contacts, and opportunity context so follow-up goes out the same day.

AIPR / Communications

Personalized Pitch Agent

Takes a selected reporter, angle, and press release and writes a personalized one-paragraph pitch that references the reporter's recent work, surfacing every draft for human review before any send.

AISales Manager

Pipeline Assistant Agent

Proactively scans the pipeline to surface deals needing attention before anyone asks—analyzing staleness, close-date proximity, activity recency, and value at risk—and writes brief risk briefings with concrete next actions to the CRM.

AISales / Revenue Operations

Account Prioritization Agent

Ranks every account by firmographic fit into A/B/C tiers using CRM data and ICP profiles, scoring 0–100 on segment match, employee and revenue band, and environment, with a written rationale per account.

AIPR / Communications

Awards & Recognition Scout Agent

Discovers, evaluates, and tracks awards and recognition programs relevant to a company's achievements—enriching each with deadlines, fees, and requirements, ranking by fit and ROI, and maintaining deadline reminders.

AIAccount Executive

Closer Agent

Reviews every deal in Scoping or later daily, stitches context from opportunities, activities, notes, insights, and risk flags, and produces a built-out close plan with target date, milestones, blockers, next action, and surfaced risks.

AIAccount Executive

On-Demand Customer Intelligence Agent

On request, synthesizes web intelligence and recent news on an account into a dated research digest with two to three actionable outreach ideas tied to specific stakeholders and open opportunities.

AISales Manager

Pipeline Optimizer Agent

Forecasts the pipeline, detects stalled or slipping deals, integrates risk signals, and generates recommended follow-up actions per at-risk deal from CRM opportunities, activities, and deal scores.

AIDeal Desk / Pricing

Pricing Assistant Agent

Detects margin leakage and recommends optimal, floor-bounded pricing—analyzing quote line items against finance data and product pricing to produce per-line and total recommendations with plain-language justification.

AIAccount Executive

Sales Deck Builder & Checker

Creates on-brand sales decks and evaluates existing ones against corporate standards, pulling CRM and product context to tailor the narrative and checking messaging, structure, and brand compliance before delivery.

AIAccount Executive

Always-On Account Monitoring Agent

Continuously monitors the web for news about watched prospect accounts, filters for material events—leadership changes, funding, M&A, regulatory moves—and generates prioritized alerts with outreach suggestions tied to open opportunities.

AICompetitive / Product Marketing

Customer Proof Points Agent

Gathers social proof about the company or a selected competitor, scores and selects the five strongest verbatim quotes from reviews and testimonials, and tags each with persona, source tier, and a direct link.

AIPR / Communications

Events & Conferences Scout

Finds audience-, geography-, and message-aligned conferences, separates speaking from exhibiting opportunities, filters by cost, drafts CFP proposals, and tracks submission deadlines for thought-leadership visibility.

AIDeal Desk / Pricing

Proposal Review Agent

Reviews proposal and contract terms against the deal playbook and prior closed-won deals, flags risky clauses like out-of-policy discounts or non-standard terms, and suggests redlines benchmarked to past winning deals.

AIPR / Communications

Analyst List Builder Agent

Builds and ranks analyst-relations target lists by researching industry analysts and firms covering a market or topic, enriching with contacts, coverage focus, and freshness status, output as a ranked report.

AIDeal Desk / Pricing

Contract Making Agent

Builds an MVP draft contract by populating the company template with deal-specific CRM data—legal entity, commercial terms, quote line items, and signatory—marking unresolved fields as clear placeholders.

AIAccount Executive

Sales Objection Rebuttals Agent

Builds margin-safe objection rebuttals grounded in battlecards, product data, and finance floors—taking two to three seller-supplied objections and returning an acknowledgement, a rebuttal, and a backup stat or story for each.

From first agent to proven ROI in 90 days

Start quickly.

Plan the first plays with your GTM leaders and pick the agents that pay back fastest.

Build from the pre-built library instead of writing agents from scratch.

Connect CRM, email, and web research sources through governed integrations.

Run safely.

Set rules of engagement and approval gates before an agent contacts a prospect.

Evaluate every agent against benchmarks before it reaches production.

Log every action to an audit trail your compliance team can read.

Grow intelligently.

Monitor cost per meeting, per account, and per agent as usage scales.

Shift agent capacity toward the plays that convert to pipeline.

Report ROI from a single dashboard your CFO will believe.

Next step

Sales and marketing agents you can govern, prove, and own.

Watch an agent research a live account during the demo. Every action lands in an audit trail, and the intelligence your team builds stays yours.