AI Agent for Sales Professionals: Qualify and Convert Leads Automatically
Automate product demos and capture contact information. Present sales-ready leads using an AI agent to qualify based on strict sales criteria.
Deploy your Sales Professional Double
Trusted by professionals across the world
Your AI Agent Qualifies Every Lead Before It Ever Reaches You
An AI agent for Sales Professionals engages leads the moment they show interest through a live AI Agent, runs them through a qualification workflow you configure, and presents your deck or product demo on your behalf. Prospects who meet your criteria get booked straight onto your calendar, with your calendar and CRM updated automatically.
No More Wasted Demos
Every visitor gets a tailored product presentation within seconds.
Fill Your Sales Calendar Passively
Qualified leads book meetings directly while you close deals.
What your Sales Professional Double Agent can do
From live conversations to system-level actions, your Double covers the full spectrum of sales interactions.
Live Lead Engagement
Engages visitors in real-time, answers product questions, and handles discovery conversations.
Real-time Q&A with prospects
Qualification and discovery conversations
Objection handling during inbound
Lead Qualification
Asks structured questions, captures intent signals, and routes qualified opportunities.
Structured qualification questions
Intent signal capture
Opportunity routing and prioritization
Automated Product Demos
Walks prospects through product features and benefits inside live conversations.
Contextual product walkthroughs
Interactive pitch presentations
Guided feature explanations
System Updates
Updates your CRM, contacts, and workflows automatically after every conversation.
CRM contact and deal updates
Automated email follow-ups
Workflow triggers across connected tools
Opportunity Capture
Captures conversation signals, generates summaries, and surfaces actionable insights.
Conversation signal capture
Automated meeting summaries
Actionable insight extraction
A single qualified lead is worth thousands in potential revenue. Every unanswered sales inquiry is a missed opportunity.
Qualify Leads Before Your First Call
Your Double pre-qualifies opportunities before your first live conversation, so every call you take is with a serious buyer.
Close More Deals Without Adding Sales Headcount
Your Double handles pitches, demos, and follow-ups in parallel, so your pipeline grows without adding people.
Run a Full Sales Process While You Sleep
Handle more conversations without hiring SDRs. Your automated sales system runs in parallel across every opportunity.
Enhance Customer Experience
Prospects arrive having seen your demo and understood your product, so your first live conversation starts at decision, not discovery.
How it works
Deploy your sales agent in minutes. Upload your sales materials, map your sales flow, and let your Double start qualifying.
STEP 1
Create your Sales Professional agent
Sign up and build your AI agent from scratch or import your LinkedIn profile to generate it instantly.
STEP 2
Set your sales voice and style
Choose the voice your Double speaks in and set the tone, personality, and conversational style so it sounds like you in every pitch and demo.
STEP 3
Add sales materials and workflows
Upload your sales decks, product docs, and pricing. Configure qualification rules, demo flows, and follow-up sequences.
STEP 4
Go live and share
Your agent is live and ready. Share the link, embed it on your site, or send it directly to prospects.
Email Signatures
Short URL for Socials
Meeting Backgrounds
Branded QR Codes
Sales Professional Agent Features
Everything you need to build, train, and scale your AI twin in one platform.
Identity-driven conversations
Your Double reflects your voice, positioning, and expertise in every interaction.
Knowledge base training
Train your Double using sales decks, product docs, and strategic content.
Interactive presentations
Run demos, decks, and walkthroughs inside live conversations.
Agentic system actions
Trigger CRM updates, emails, and workflows after every conversation.
Conversation memory
Your Double remembers previous interactions and builds on them.
Workflow automation
Chain multi-step processes from pitch to follow-up automatically.
Lead capture workflows
Capture contact details, sales goals, and qualification signals automatically.
Booking automation
Qualified prospects book meetings without friction or manual scheduling.
Connects to your existing sales stack
Your Double works with the tools you already use, syncing data and triggering actions across your workflow.
Gmail
Google Sheets
Calender
Hubspot
Calendly
Salesforce
Zoho CRM
Pre-Built AI Agent Templates for Sales Professionals
Start with a ready-made agent template and customize it to your sales workflow in minutes.
Demo Agent
Runs your product demo live inside conversations, walking prospects through slides and features.
Meeting Booking Agent
Qualifies opportunities and books meetings automatically after discovery conversations.
Support Agent
Answers product questions, shares resources, and routes complex inquiries to you.
Follow-Up Agent
Sends follow-up emails, recaps, and next-step nudges on a structured cadence.
Individuals and Teams love us alike
From solo creators to leading brands, users are turning their bio link into a powerful hub with Double.
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Frequently asked questions
Common questions sales professionals ask before deploying their Double.
How does the Double learn my sales pitch?
Upload your sales decks, product docs, and positioning notes. Your Double delivers this content in your voice during conversations.
Can it run live demos during conversations?
Yes. Your Double walks prospects through product demos and pitch decks interactively. Set it up once and it runs automatically.
What tools does it integrate with?
Double connects with CRM, email, and calendar tools. After each conversation, it triggers updates, follow-ups, and scheduling automatically.
How long does it take to set up?
Most sales professionals deploy within minutes. Upload your content, set your workflow, connect tools, and go live.
Is my data secure?
Enterprise-grade security. Your data is encrypted and isolated. You control access and action permissions.
Can I customize what my Double says?
Full control over voice, knowledge boundaries, and action triggers. Governance controls keep every interaction on-brand.
Launch your Sales Professional Double today
Deploy AI Agent for Sales Professionals that manages product walkthroughs, qualifies buyer opportunities, and books demos into your calendar.
