AI sales agents and AI SDRs for enterprise teams.
HappyRobot's AI sales agents run outbound sales and prospecting, qualify every inbound lead, book meetings and re-engage dormant accounts. Across voice, email and messaging. Your reps take the conversations that need them.
Book a demoTrusted by 150+ Enterprise Customers
Sales automation that takes action.
HappyRobot's AI sales agents run outbound prospecting, inbound qualification and booking across phone, email and messaging. They work inside your CRM and quoting systems, so they log the call, update the record and book the meeting, not just pass along a note.
Book a demoNo orders since March. Asked to be called back before peak season.
You asked us to call before peak. Are you planning volume from Dallas to Atlanta?
Yes, about twelve loads a week from next month.
Quote sent by email: $2,150 per load, inside the approved rate range.
Meeting booked with the account manager. CRM updated.
How CMA CGM's AI sales agent reaches customers with no dedicated rep.
Eva is the AI agent that extends CMA CGM's sales coverage to businesses registered on its website that had never completed a booking, and to customers not yet paired with a dedicated sales representative.
33%
of contacted customers moved to active shipping route discussions · CMA CGM
4,000+
customers contacted across initial UK and Senegal campaigns · CMA CGM
4
weeks to production-ready deployment · CMA CGM
“Our collaboration with HappyRobot illustrates how we are turning artificial intelligence into practical solutions for our operations.”
Mathieu Friedberg, Executive Vice President, CMA CGMFrom first touch to booked business.
- 01
AI SDR for outbound sales and prospecting
An AI SDR, or AI BDR, runs targeted outbound across phone, email and messaging. It opens the conversation, qualifies the prospect against your criteria and books the meeting on your rep's calendar.
Thousands of accounts worked in hours, not quarters.
- 02
Inbound lead qualification and meeting booking
Every inbound lead gets an immediate response. The AI sales agent captures requirements, qualifies fit, books the meeting and routes it to the right rep. No lead waits for a callback.
Every inbound lead answered, qualified, and routed.
- 03
Re-engaging dormant accounts
AI agents call the accounts that have gone quiet. They re-open past relationships, find active needs and book business directly.
Revenue from accounts that had gone quiet.
- 04
Inbound quoting and booking
AI agents handle complete inbound cycles autonomously: understanding requirements, quoting rates, negotiating within parameters, and confirming bookings.
Rates quoted, terms negotiated, bookings confirmed, within your parameters.
- 05
Follow-up and pipeline management
Automated follow-up sequences that never drop a lead. AI agents re-engage prospects at the right time with the right context, keeping deals moving.
Every lead followed up at the right time, with full context.
Every conversation builds the next deal.
Every call, email, and interaction adds to what your AI workforce knows about your prospects and customers. HappyRobot captures context from every touchpoint — building persistent memory across accounts and channels. When a prospect re-engages, your AI worker already knows their history, preferences, and where the last conversation left off. No cold starts. No lost context. The longer it runs, the sharper it sells.
Book a demoOrvella Foods
3 contacts · Dallas, TX
Buyer: Sam Ortiz, logistics manager.
Learned on a discovery call
Went quiet in March after a rate question on DAL–ATL.
From the CRM
Asked to be called back before peak season.
Learned from call history
Wants every quote confirmed by email.
Learned 2 hours ago
More than an AI sales tool.
Revenue creation, not just cost reduction
Most AI sales tools optimize what your team already does. HappyRobot activates work your team can't get to — dormant accounts untouched for months, overflow leads that expire before anyone responds, deal volume that exceeds rep capacity. This isn't automation of existing workflows. It's revenue that didn't exist before.
One platform, every channel
Unlike point solutions built for one channel, HappyRobot operates across voice, email, and messaging from a single platform. A prospect who calls gets qualified, quoted, and booked in one interaction. A dormant account gets a phone call, a follow-up email, and a scheduled meeting — all coordinated by the same AI worker with full context.
Consistency at scale
AI workers maintain rate integrity, follow the playbook on every call, and capture complete detail on every interaction. No off-days. No shortcuts under pressure. The result: higher margins, cleaner pipeline data, and a sales operation that scales without proportional headcount.
From kickoff to live in weeks not months.
- 01 / 03
Build
We map your sales workflows, connect to your systems (Salesforce, your quoting tools, databases), and build AI workers tailored to how your team actually sells. No templates. Your playbook, your processes.
- 02 / 03
Test
Our proprietary evaluation engine runs adversarial scenarios in staging — testing objection handling, edge cases, and escalation paths before anything touches a prospect.
- 03 / 03
Deploy
Go live with confidence. Every production interaction is automatically audited and evaluated. Your AI workers improve continuously — getting sharper the longer they run.
Frequently asked questions
An AI SDR is an AI agent that does the work of a sales development rep. It calls, emails and messages prospects, qualifies them against your criteria and books meetings for your account executives. HappyRobot's AI SDRs work inside your CRM and hand every qualified conversation to a rep with the full context.
AI sales tools help your reps write emails or score leads. An AI sales agent does the work itself: it holds the conversation by phone, email or message, qualifies the lead, books the meeting and updates your CRM. Your reps pick up where it leaves off.
Yes. HappyRobot's AI agents answer inbound calls and web leads at any hour, qualify fit, quote within the rules you set and book the meeting. When a call needs a person, the agent hands it to the right rep with the full context.
HappyRobot integrates natively with Salesforce, HubSpot, and any CRM or quoting system your team uses. AI workers operate within your existing stack — no rip-and-replace.
Yes. AI workers negotiate within defined parameters — using deterministic rate logic for precision while the AI handles the conversation, timing, and framing. The AI speaks the outcome. The logic produces it.
AI workers are built with intelligent escalation paths. When a deal requires human judgment, the right rep gets the full context — what was discussed, what the prospect needs, and where the deal stands.
Enterprises are in production in weeks, not months. Our Forward Deployed Engineers work on-site to build, test, and deploy — getting your sales workflows live smoothly and effectively.
HappyRobot is built for enterprise security requirements. Every interaction is audited, access is controlled, and the platform supports the compliance standards your organization requires — including SOC 2.
No. AI workers activate work your team can't get to — dormant accounts, overflow leads, after-hours inquiries. Your reps focus on the relationships and deals that actually need them.
Directly. Credits represent execution — every call made, every lead qualified, every deal booked. You compare the cost of credits against the revenue generated. The math is straightforward.
