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AI agents for sales and marketing

More time selling. Every lead briefed and routed in minutes.

The research, routing and follow-up around every deal, done the way your team already sells.

  • 10 agents
  • $12,500 fixed, each
  • Live in 3 to 6 weeks
Let’s build your agent See all 10
A week for sales & marketing: five jobs, each handled by its agent. Inbound lead brief (Harbor & Pine · demo request) waits for the sales lead.
5 min From a new application to the first underwriting view.For a specialty lender, with every new lead scored and routed on arrival. Read the case study
Watch one work

Watch a lead get briefed and routed. Your sales lead only weighs in on the big ones.

It reads the form, checks your CRM for the company, researches who they are, and writes a one-page brief. Leads that fit your rules go straight to the right rep with a reply drafted. The rest wait for your sales lead.

The inbound lead brief workflow. In comes Harbor & Pine · demo request. The agent works through: reads the form and the CRM, then researches the company, then checks your routing rules. When everything checks out, it ends at: lead routed, brief in the CRM. When the company size check flags “Enterprise?”, it goes to the sales lead, who is asked: Route Harbor & Pine to the enterprise team?

This is how it usually runs. Yours follows your own steps and approvals, set with the people who do the job.

10 hoursa week backExample: a sales team taking 150 inbound leads a month See what’s included
The agents

Ten agents for the work around every deal. Start with the one your reps groan about.

Every agent here is already built, and each one has a full page. Bring the one you want to a call.

Built for sales & marketing

Your reps stay the ones who sell.

  • Nothing goes out without your say

    Replies, quotes and proposals are drafted for a rep to send, unless you choose otherwise.

  • Prices come from your price book

    Quotes use your prices and discount rules, and anything outside them waits for approval.

  • Your CRM stays the record

    Every brief, note and update lands on the deal your team already works from.

Questions

What people ask.

Will it email prospects in our name?
Only if you want it to. Most teams have it draft, and the rep sends.
Which CRMs does it work with?
The one you already use. If it has no way for software to connect, that is quoted before we start.
Our process isn’t quite like this. Will it still work?
That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.
Can we start with more than one?
Yes. Three agents share most of the setup, so together they’re $30,000 instead of $37,500. Not sure which three? An AI Jumpstart maps it with you.
What does it cost to run once it’s live?
Hosting and AI, paid straight to the providers, not through us. It usually runs 5x to 25x cheaper than doing the same work by hand, and we work out your figure from your real volumes before you sign.

Which part of the pipeline is slowest?

Tell us on a 30-minute call, and leave with a fixed price for the agent that speeds it up.

Let’s build your agentBrowse all agents
New to Switchboard Agents? How it works, what’s included, and what it costs.
  • 3 to 6 weeksto live, then 30 days of tuning
  • $12,500fixed, per agent
  • Yours to keepno license fees
See the service
Switchboard Agents$12,500 fixed · live in 3 to 6 weeks How it works Let’s build your agent