Give recurring work an agent.
Describe the job, connect the right apps, and run it on a schedule or a supported app event. Open each run to see the work.
Explore projects & schedulesSalesHive AIGive the work
Give the work
an agent.
Start with a job you want done. Connect the apps it depends on. Put recurring sales, marketing, and operations work on a schedule, with the conversation and results in one place.
Example scheduled project
Morning pipeline brief
Every weekday, review our open deals and upcoming meetings. Summarize what changed and which accounts need attention. Prepare a brief for the team.
- Context
- Your CRM and calendar
- Schedule
- Weekday mornings
- Outcome
- A brief with clear next steps
- Visibility
- A project chat for each run
How it works
A clear job. The right context. A repeatable result.
Describe the job
Give your project a goal, relevant background, and the rules it should follow. Refine the work in the same conversation.
Connect your tools
Connect the accounts the job needs. Agents use the tools and permissions available in that project.
Make it recurring
Save the instructions as a Scheduled Project. Choose a schedule or a supported app event, then review each run.
Inside the sales workflow
From the next task to the next conversation.
Keep conversations moving.
Campaign agents write from your approved context. Reply agents handle questions, follow up with interested prospects, and help book meetings.
Explore email agentsGive your reps the next words.
Suggested replies follow the live conversation, using your campaign context and saved contact history. Your rep stays in the conversation.
Explore live teleprompterWorkflows to build around your business
Start with the work that keeps coming back.
These are examples to configure around your accounts, available tools, and permissions. Start with a useful result you can review.
CRM + calendar + meeting notes
Prepare for the next sales call
Bring the account history, upcoming meeting, and previous discussion into a concise brief for your rep.
CRM + documents
Review pipeline every morning
Summarize changes, identify deals that need attention, and prepare a clear list of next steps.
Supported app event + research tools
Turn a new lead into a useful brief
When a new contact arrives, research the company and prepare context for the person handling the lead.
You set the boundaries
Connected work. Clear control.
Choose the accounts an agent can access and whether it can make changes in each app. Project tools and approval settings govern what happens next. Open the run to inspect the conversation and results.
Connecting an app does not turn on every possible action. Email sending, campaign changes, and other work still follow their own permissions and safeguards.
The people behind the platform
Run it with your team. Get help from ours.
We can help turn a recurring task into a practical workflow. And when you want a team to own outbound, our managed SDR service brings the people, strategy, and platform together.
Questions, answered
Working with SalesHive AI
A project is a conversation with an agent about a job you want done. You provide the goal and context. The agent uses the tools and connected accounts available to that project, and you can review its work in the chat.
Yes. Scheduled Projects save instructions and start a new project for each run. They can run on a schedule or when a supported event happens in a connected app. Available triggers and scheduling limits depend on your access and the app.
It depends on the tools that app exposes and the permissions on your account. Reading and making changes are controlled separately. You choose whether to let agents make changes for each connection. A connector does not provide unrestricted access to every action in an app.
For managed outreach, campaign email agents write from your approved campaign context. Reply agents use the conversation and account context to answer questions, follow up with interested prospects, and help book meetings. Mailbox limits, suppression rules, and the configured permissions still apply.
No. It suggests what to say next during a live call, using the current conversation, campaign context, and saved contact history. The rep decides what to say and stays in control of the conversation.
Yes. Bring us the recurring work you want to improve and the systems involved. We can help define the instructions, identify the connections and permissions needed, and set up a workflow around a clear outcome.
Yes. Managed sales development remains a core SalesHive service. Our team uses the platform to run cold calling and email outreach. Projects and connectors extend what you can do with SalesHive beyond that managed program.
Talk now
Let’s talk about your sales goals
Ask SalesHive AI about our services, pricing and how we can help your team grow.