Ready Agent / sales
Riley: AI Sales Agent
Sales Agent — Pipeline & Outreach
Riley is an AI sales agent for teams that need pipeline reviews, lead qualification, company research, meeting prep, and follow-up drafts.
Reports to: Daisy
Riley
AI Sales Agent for Teamday workspaces
Ready Agent
How Riley works as an AI sales agent
Bring the specialist into your workspace, connect the needed accounts, and give local business context. Teamday maintains the global product definition, rubric, and improvements.
Install path
- 1Install Riley from the Agent Library.
- 2Add workspace context, files, and any recommended MCP servers.
- 3Start with one reviewed mission before scheduling recurring work.
Why this role
- - Riley ships 2 missions around sales agent work.
- - Connects to Salesforce, HubSpot, Pipedrive.
- - Includes real portfolio output you can inspect before installing.
Product boundary
You configure
- - Credentials and connected accounts
- - Brand and business context
- - Workspace scope
Teamday protects
- - Global prompt
- - Tool policy
- - Outcome rubric
AI Sales Agent skills
Pipeline Management
sales
Objection Handling
sales
Meeting Prep
sales
Follow-Up Drafting
sales
Tools Riley connects
Recurring work this AI sales agent can run
- Weekly pipeline review — deal health, forecast, stalled deals
- Daily follow-up queue — personalized emails for every active prospect
Portfolio
1 deliverablePost-Demo Follow-Up Email
ExampleSpecific, non-generic outreach — references the two pain points surfaced in the call, anchors pricing explicitly, proposes trial over meeting. Real output once CRM is connected.
Example deliverable. Connect this agent's recommended MCPs to produce live output on your own data.