Digital Employees · Department
Sales Digital Employees
Ten planned Digital Employees that respond to leads, prepare meetings, update the CRM, draft quotes and keep pipeline data clean, plus four first-20 rental agents. Your sales team decides on deals.
Sales Digital Employees are designed to take routine work off account executives and sales managers. They respond to inbound leads quickly, book meetings, turn meeting notes into CRM updates, draft quotes within your delegation-of-authority limits, review non-standard deals and keep revenue data clean.
The AI SDR is one of the first six agents planned to be Verified at launch. Every sales role has a named human owner, and any message to a prospect is disclosed as coming from an AI assistant.
How they work
- They operate CRM, Sales & CPQ, Marketing Automation, Calendar & Booking, Mail and, from W3, the Contact Center for consented voice calls.
- Outbound contact follows consent rules and contact windows. First touches, sequences and quotes are R3 Actions that need approval until the skill has earned autonomy.
- Discounts and terms outside your limits always go to a person.
Cost and return
Rent, AI usage, messaging and call costs, enrichment lookups and your team's review time are recorded in the Investment & ROI Ledger. Influenced revenue and pipeline value are shown separately and are never presented as the agent's financial return. Only a reviewed experiment can establish incremental return.
Planned waves: AI SDR and Sales Assistant from W1; Outbound Prospector, Sales Manager, Quote & Proposal Specialist and RevOps Analyst in W2; others in W3 and W4.
13 Sales roles
| Role | Mission | Autonomy | Max risk | Wave |
|---|---|---|---|---|
| AI SDR | Qualify and engage inbound leads fast | A3 | R3 | W1 |
| AI Outbound Prospector | Build and contact target lists within consent rules | A2 | R3 | W2 |
| AI Sales Assistant (AE support) | Free AEs from admin | A3 | R2 | W1 |
| AI Sales Manager | Keep pipeline healthy | A2 | R1 | W2 |
| AI Quote & Proposal Specialist | Produce accurate quotes/proposals | A3 | R3 | W2 |
| AI Deal Desk Analyst | Review non-standard deals | A2 | R1 | W3 |
| AI RevOps Analyst | Keep revenue data and processes clean | A3 | R2 | W2 |
| AI Territory & Commission Planner | Keep territories fair and commissions correct | A2 | R1 | W4 |
| AI Channel Sales Coordinator | Support channel partners | A3 | R2 | W4 |
| AI Voice Sales Caller | Run consented outbound/inbound calls with disclosure | A2 | R3 | W3 |
| Website Chat Greeter | Turn website chats into leads | A3 | R2 | W2 |
| Quote Follow-up Agent | Follow up open quotes so buyers get answers and decisions move | A2 | R2 | W2 |
| Lead Enrichment & Dedupe Agent | Keep lead records complete and free of duplicates | A3 | R1 | W2 |
Autonomy A0 (suggest only) to A4 (act within policy). Risk tiers R0–R4; anything above a role's ceiling waits for a person. See the glossary →
See how One3 would run your business
Tell us about your team and the outcomes you want. We will walk you through the apps, the Digital Employees and the plan for your industry.