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Covey
Use case

A sales department behind your sales reps

Custom AI agents, managed by Covey experts, source your leads, draft your outreach, and keep your pipeline current so your reps spend their time selling.

Built around your business

Every engagement starts with a design phase where we work through your challenges and your tech stack and build agents to fit both. A new employee adapts to your systems rather than the reverse, and our agents work the same way. The use cases below are examples; every deployment is custom.

CEOEnsures the team meets your objectives

Outbound

Runs email and LinkedIn outreach.

Sales Intel

Analyzes activity, recommends next steps.

Proposals

Writes and designs client presentations.

Custom Agent

There is no limit to the number of agents.

Lead Sourcing

Our agents draw on some of the best third-party data available to source companies, contacts, and every detail that comes with them, from mobile phones to verified email addresses. We build the sourcing to align with how you sell.

Messaging

Our agents write custom one-to-one outreach at scale. When you are too busy for outbound, you open your inbox to drafted messages, edit, and hit send. Automation ramps at your pace: the agents earn more autonomy as the messaging reaches your standard.

Sales Operations

Our agents work alongside your reps the way an operations team would. They message reps in Slack or Teams for pipeline updates, translate call recordings into notes attached to the right deals, and keep your CRM current. When you launch a campaign, they check that reps are pitching the products you want pitched and update the database as answers come in.

In your Slack

sales-pipeline
13
Matt Hogan7:58 AM

Find me the deals at risk this week

Covey AgentAPP7:58 AM

Here's your 4 highest risk deals that need updated next steps.

Top 4 at-risk deals — $125k combined
  • Whitestone Logistics — $48k
    No reply in 11 days. Champion went quiet after pricing.
  • Helix Studios — $36k
    Close date slipped twice. Procurement isn't returning calls.
  • Norwood Industries — $22k
    Single-threaded. Sponsor moved to a new role last week.
  • Acme Co. — $19k
    Demo no-show. Re-engagement email got opened but no reply.
Covey AgentAPP7:59 AM

Want tailored re-engagement notes for all four, or just the top two?

Draft all fourStart with top twoLoop in the AE
Message #sales-pipeline
Intelligence

Our agents analyze your sales data, prospect data, and pipeline continuously and deliver the insights a sales operations team would surface: where deals stall, which messaging converts, and where the next quarter is trending. Those insights feed directly back into the work above.

  • Where do deals stall?
  • Which messaging converts?
  • Which segments close fastest?
  • How is next quarter trending?

Design your sales department

Book a design session. We will walk through your challenges, your stack, and where agents can do the most for your business.