Setup
- Install the server in your agent: install lines.
- Sign in with your email on the first call.
- Say set me up. The interview writes your profile: company and brands with signatures and sign-offs, people and roles, voice rules, working languages, ideal customer, pipeline stages with probabilities, offerings, links such as your booking page, and the tools you use for CRM, tasks, mail, LinkedIn and meeting recordings.
- Change one thing later with a sentence: change my Slovenian sign-off to LP.
Where the data lives
- With a CRM (HubSpot, Pipedrive and ClickUp first): your agent reads and writes through its connector. Adding a company, a contact, a deal, a stage, a note or a meeting maps to the CRM's own records.
- Without a CRM: your agent creates a SQLite database at
.salesagents/crm.dbon your machine and keeps it up to date. It needs an agent that can run commands. - On our side: your sign-in email, your agent's token and your profile. Never CRM rows, mail or transcripts.
Modules and what to say
| Module | Say | What you get |
|---|---|---|
| Pipeline & CRM | what's up? · pipeline report · regrade the pipeline · add Acme as a company · move Acme to proposal | Morning briefing, weekly report, deals gone dark / stuck / owing a reply, records added and updated. |
| Account research | research Acme · account plan for Acme | Account brief, account plan, case study from a won deal. |
| Meetings | prep me for my meeting with Acme · process the meeting with Acme · organise a meeting with Acme · send my booking link to Ana | Prep brief, meeting note, deal update, tasks, follow-up draft, scheduling drafts. |
| Proposals & SoW | draft the proposal for Acme · prepare the SoW · review their redlines | Proposal and statement of work in your template, scope brief, redline review. |
| Inbox & outreach | who haven't I answered? · inbox zero · write an email sequence for CFOs | Owed replies with drafts, sequences, campaign drafts. |
| LinkedIn acquisition | check my LinkedIn signals · comment on my feed · warm intro to the CFO at Acme · hiring leads | Signals, comment drafts, warm intro asks, hiring leads, pre-sales warming. |
| Content | draft a post about this week's demo · make a deck for Acme | Post drafts, cards, deck outlines in your voice. |
| Partners | partner status · onboard a new partner | Partner list, updates, onboarding steps. |
| Project handover | project plan for Acme · project status for Acme · blockers | Plan, tasks per person, blockers. |
| Slovenian pack (optional) | enrich Acme d.o.o. from AJPES · prepare an NDA for Acme | Registry enrichment, NDA, framework and DPA drafts, invoice instructions with DDV. |
The same sentences work in Slovenian. You do not need the exact words; sa_help routes what you meant.
Scheduling
Recurring work runs in your own setup, not on our cron: the morning briefing, weekly pipeline review and the daily LinkedIn pass. In Claude Code use /schedule; elsewhere a cron entry or a Codex automation that runs the same sentence.
Approval rules
- Every external send (email, DM, comment, connection request) is a draft until you say so.
- Prices never go into outreach unless you write them in.
- Your voice rules apply to every draft: banned phrases, length limits, sign-offs and the rules against machine-sounding text.