AI agents for sales teams,the research done for you.
AI for sales teams pays off in the research around a deal. In Arclyx, three agents do it: Prospect finder lists companies with a reason to reach out now, Meeting brief researches everyone you're about to meet, and RFP finder checks public tenders against what you sell. Each posts to a Slack channel you choose and never contacts a prospect.
Prospect finder · B2B software, Canada, 50–200 staff
Prospect A · Qualified
About 120 staff. Hiring an Account Executive in Toronto.
Contact: VP of Sales, named in the list.
Prospect B · Qualified
About 80 staff. Hiring two Sales Development Reps in Vancouver.
Contact: Head of Sales, named in the list.
4 of 10 qualified · 1 unconfirmed · no emails or phone numbers
Meeting brief#meeting-briefs · Mondays and Thursdays, 7:30
Meeting brief · Prospect A · Thursday 14:00
Prospect A · Who's coming
Their head of operations and a finance lead. Both joined in the last year.
Expect questions on rollout and cost, not features.
Prospect A · What they do
Sells scheduling software to clinics, about 200 staff, two offices.
A fit for the operations use case.
Brief 1 of 3 · the other 2 follow in the same message
RFP finder#bids · Mondays, 7:00
RFP finder · week of 12 Oct
Buyer A · Software development
Case management system rebuild. Closes 6 Nov. Estimated value $250k to $400k.
Fits your core scope of custom web apps. Risk: asks for two public-sector references.
Buyer B · Data and dashboards
Reporting dashboard for permit data. Closes 30 Oct. Estimated value: Not stated.
Fits data and dashboards. Risk: a short window for a full response.
3 fits · last 7 days · 5 portals checked, 1 not reachable
Prospect finder
Meeting brief
RFP finder
The agents
What can AI agents do for a sales team?
Take the reading off your reps. One agent builds the list, one prepares every external call and one watches the tender portals. Each starts from one sentence, reads only the tools it is given and posts a short message with a source for every fact.
Any time you ask
Prospect finder
A short list of companies that fit your profile and are hiring now, with the head of sales named and a source for each fact.
Arc10 runs its sales and business development on Arclyx. One desk finds and qualifies prospects and drafts an email for a person to review; the other watches procurement sites and competitors.
Not these three. They research and report: Apollo is searched, never written to, HubSpot and your calendar are only read, and no portal is logged in to. The one email any of them can send goes to you. What you send to a prospect stays your call.
Give each recurring job its own agent, and let it run on a schedule or when you ask. Here is a week of a sales team on Arclyx: each step is the sentence that built an agent, then what it posted in Slack. Try it runs a new agent once as a dry run first.
Monday, 7:00 · RFP finder
“Every Monday at 7, search CanadaBuys, MERX, BC Bid and our city portals for software, AI and data tenders posted in the last 7 days, check each notice against our RFP profile, and post the fits to #bids.”
#bids
RFP finderRFP finder · week of 12 Oct
Buyer A · Software development
Case management system rebuild. Closes 6 Nov. Estimated value $250k to $400k.
Fits your core scope of custom web apps. Risk: asks for two public-sector references.
Buyer B · Data and dashboards
Reporting dashboard for permit data. Closes 30 Oct. Estimated value: Not stated.
Fits data and dashboards. Risk: a short window for a full response.
Monday, 9:00, asked in #prospects · Prospect finder
“Find up to 10 B2B software companies headquartered in Canada with 50 to 200 employees and at least one open sales role in Canada, name their head of sales, and post the list with a source for every fact to #prospects.”
#prospects
Prospect finderProspect finder · B2B software, Canada, 50–200 staff
Prospect A · Qualified
About 120 staff. Hiring an Account Executive in Toronto.
Contact: VP of Sales, named in the list.
Prospect B · Qualified
About 80 staff. Hiring two Sales Development Reps in Vancouver.
“Every Monday and Thursday at 7:30, find meetings in the next three days with someone outside the company, research the people and their company, check our history in HubSpot, and post one message with a brief for each to #meeting-briefs.”
#meeting-briefs
Meeting briefMeeting brief · Prospect A · Thursday 14:00
Prospect A · Who's coming
Their head of operations and a finance lead. Both joined in the last year.
Expect questions on rollout and cost, not features.
Prospect A · What they do
Sells scheduling software to clinics, about 200 staff, two offices.
Software that takes a sales job, such as building a prospect list or preparing for a meeting, uses your tools to do it and reports back. Unlike a chatbot, it runs on a schedule or when you @mention it, and every fact it reports comes with a source.
Can an AI agent send outreach emails?
Not on its own. Prospect finder, Meeting brief and RFP finder never contact anyone outside your team. In Gmail and Outlook, agents write emails as drafts for you to review and send. Their own messages go to one Slack channel or to your inbox.
Do they work with HubSpot and Apollo?
Yes, read-only. Prospect finder searches companies, job postings and people in Apollo on your account, so company searches use your Apollo credits. Meeting brief reads HubSpot deals, contacts and notes. Neither can change a record.
Can it find prospects' email addresses?
No. Prospect finder names the head of sales by name and title only. It has no enrichment or contact lookup tool, so it never returns emails or phone numbers and never spends credits on them.
Does it work with Outlook Calendar?
Yes. Meeting brief reads Google Calendar or Outlook Calendar, finds meetings in the next three days with someone outside your company and briefs each one. It can't create, change or answer an event.