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AI Sales Agent
for Small Business Owners

Custom Claude agents that qualify leads, follow up automatically and book meetings. AI lead generation on WhatsApp, SMS, email and your CRM. Built side-by-side with expert AI engineers.

An SDR That Works 24/7

Sales fails on the boring parts. The 9pm lead that gets ignored until Monday. The follow-up email that never gets sent. The qualification call that turns into a research session because nobody pre-screened. An AI sales agent does the boring parts continuously, so your AEs only see qualified meetings with the context already written up.

Modassembly's AI sales agent is a custom Claude agent built for your specific ICP, sales motion and tools. It qualifies inbound leads from your website, ads and forms, runs outbound cadences on the channels your prospects actually use, and pushes qualified leads into your CRM with full transcripts attached. Not a chatbot collecting form fills. A real operator running the SDR function.

What an AI Sales Agent Can Do

Inbound Lead Qualification

Qualifies leads from your website, ads and forms in conversation. Pushes scored, qualified leads to your CRM with full context.

Outbound Outreach

Runs multi-channel cadences on WhatsApp, SMS, email and LinkedIn. Personalized per-prospect, not blast templates.

Follow-up & Nurture

Follows up on cold prospects, re-engages dormant leads, nudges quiet deals. Stops when prospects opt out, escalates when they show buying signal.

Meeting Booking

Books qualified prospects directly into your calendar via Calendly, Cal.com, Google Calendar or Outlook. Handles the scheduling back-and-forth so your AEs don't.

Use Cases

B2B SaaS

Inbound demo qualification, outbound on ICP lists, trial-to-paid conversion sequences, churn-risk outreach, expansion-opportunity triage. Pairs naturally with your AEs and CSMs.

Real estate and property

Lead qualification on listings, showing scheduling, follow-up after viewings, drip nurture on slow leads. Outbound on WhatsApp where most LATAM real estate happens.

Local services and home services

HVAC, plumbing, contractors, locksmiths. Inbound from Google and Yelp gets qualified and booked in minutes via WhatsApp or SMS. Follow-up after the job for reviews and re-engagement.

Professional services

Client intake, qualification against ICP, discovery-call booking, proposal-stage follow-up, retainer renewal outreach. Your AI agent runs the front of the funnel.

Modassembly vs Other Sales Options

Hiring SDRs

Real judgment, real availability constraints, full-time cost. An AI sales agent costs a fraction and works 24/7. Most teams run both: AI handles volume, SDRs handle high-value relationships.

Sales engagement platforms (Outreach, SalesLoft, Apollo)

Great at scheduled sequences. Bad at conversation, qualification and judgment. Modassembly agents handle the conversation; you can keep using Outreach/Apollo for cadence orchestration if you want.

ChatGPT for sales prompting

Good for one-off email drafts, useless for running operations. Modassembly is connected to your CRM, calendar and channels, so it takes action instead of producing drafts you copy-paste.

“Modassembly has transformed the way I manage my time and my team's. Tasks that used to take me weeks, I now solve in minutes.”

Rafael Linares, Owner, Serendipity Experiences

Built Alongside You, Live

Build your agents side-by-side with an expert AI engineer inside a WhatsApp, SMS, Telegram, Slack or Teams group. We architect, build and ship with you, not from a template.

Start your free trial

Simple, transparent pricing

14-day free trial with $20 in AI credits

Vertical AI Employee

$35
/ month
Includes $20 in AI credits
  • 1 AI Admin agent (your personal assistant)
  • 1 dedicated AI Employee (e.g. customer manager, web developer, back-office operator, etc.)
  • 1-click deployment to WhatsApp, SMS, your website or Telegram
  • Automate 1 business workflow end to end
  • AI Engineer on-demand: build side-by-side with an AI expert in a WhatsApp, SMS, or Telegram group. First month free, then $1 / minute (subject to availability)
  • 14-day free trial ($20 in AI credits)
Most Popular

AI Workforce

$80
/ month
Includes $50 in AI credits
  • 1 AI Admin agent (your personal assistant)
  • 4 dedicated AI Employees (e.g. business developer, marketing operator, data analyst, etc.)
  • 1-click deployment to WhatsApp, SMS, your website, email, Slack, Teams, Telegram and more
  • Automate 4 business workflows end to end
  • AI Employees communicate with each other
  • AI Engineer on-demand: build side-by-side with an AI expert in a WhatsApp, SMS, Telegram, Slack or Teams group. First month free, then $0.75 / minute (priority availability)
  • 14-day free trial ($50 in AI credits)

Custom AI Fleet

Let's talk
  • Unlimited AI Admin agents
  • Unlimited custom AI Employees
  • Unlimited custom deployments
  • Unlimited automation of business workflows
  • Dedicated AI Engineer

AI Sales Agent: Frequently Asked Questions

An AI sales agent is an autonomous Claude agent that runs the SDR or BDR motion for your business: qualifies inbound leads, runs outbound outreach, follows up on cold prospects, books meetings into your calendar and updates your CRM with full context. Unlike a chatbot, it makes judgment calls (is this lead worth a demo?) and takes action (drafts the email, sends it, books the meeting).

Your AI sales agent runs lead generation across multiple channels: inbound qualification from your website, ads and forms, plus outbound on WhatsApp, SMS and email to lists you provide or contacts your CRM surfaces. It asks the right qualification questions, scores leads against your ideal customer profile, and routes qualified ones to your sales team with full conversation context.

For small teams, yes — the AI agent can be your full SDR motion. For larger teams, most run the agent alongside human SDRs, with the agent handling volume (inbound qualification, outbound at scale, follow-up cadences) and the humans focused on high-value conversations and relationship work. Either way, your AEs only see qualified meetings.

You build it side-by-side with an expert AI engineer inside a WhatsApp, SMS, Telegram, Slack or Teams group. We architect your custom Claude agent with you live, write the integrations with your CRM and outreach tools, configure your ICP and qualification rules, and ship it with 1-click deployment. Don't want to build it yourself? Our team designs, builds and deploys your AI sales agent end to end.

Common integrations include HubSpot, Salesforce, Pipedrive, Zoho, Close, Apollo, Outreach, SalesLoft, Calendly, Cal.com, Google Calendar, Outlook, LinkedIn, Gmail and custom internal systems. Built with an expert AI engineer in your group chat, the integrations get architected with you live.

Yes. Outbound on WhatsApp and SMS outperforms email significantly in LATAM and increasingly in US markets, both for open rate and reply rate. Modassembly is an official WhatsApp Business Platform Tech Provider, and we handle US SMS A2P 10DLC carrier registration. Your AI sales agent can run a multi-channel cadence (email + WhatsApp + SMS + LinkedIn) depending on each prospect's preferred channel.

Your AI sales agent qualifies leads against the ICP and rules you define. For inbound, it asks qualification questions in conversation and scores responses. For outbound, it scores prospects against firmographic and behavioral signals. Qualified leads get routed to your AE with the full conversation transcript and a one-line summary. Unqualified leads get a polite nurture sequence instead of clogging your pipeline.

See the pricing section above for current plans. Vertical AI Employee starts at $35/month and includes 1 AI Admin plus 1 dedicated AI Employee (your AI Sales Agent). AI Workforce adds 3 more AI Employees (pair your sales agent with marketing, customer service and a data analyst). Every plan includes AI credits at face value and a 14-day free trial.