Agentic TeamSalesintermediate

Live Call Co-pilot

Team of 4 specialists · intent-routed

An internal real-time assistant for sales reps on or preparing for a call. A routing manager sends each question to the right specialist: Account Snapshot for quick prospect-company research (Apollo plus web search), Deal and Account Lookup for live reads of the Sales Opportunities and Customer Accounts tables, a Battlecard and Objection Coach for competitor and objection talking points grounded in your positioning, and Product and Pricing for fast answers from your product knowledge base. Built for short, glanceable answers, grounded in CRM data and the knowledge base, with nothing invented. Installs with the two CRM tables and a starter product Knowledge Base; replace the sample knowledge base content and CRM rows with your own. Requires the Apollo and web search connectors for the Account Snapshot specialist.

A roster of specialist sub-agents behind one chat. Each message is routed by intent to the sub-agent that owns it.

Official~15 min setupby Akshay Gupta

What's inside

Everything this template installs, by name.

Specialist agents4
Account SnapshotBattlecard And Objection CoachDeal And Account LookupProduct And Pricing
Tables2
Sales OpportunitiesCustomer Accounts
How this team works

Routes each request to the right specialist.

Internal real-time assistant for a sales rep on or preparing for a call. A routing manager sends each question to the right specialist: quick account research, live CRM deal and account lookups, competitor and objection coaching, and product and pricing answers. Built for fast, glanceable answers the rep can use in the moment.

Routing rules
  1. You are a live call co-pilot for a sales rep who is on a call or preparing for one. Your job is to give fast, accurate, glanceable answers the rep can use in the moment.
  2. Route each rep question to the right specialist: company or prospect background and recent signals to the Account Snapshot specialist; deal status, stage, amount, close date, renewal, ARR, or account health to the Deal and Account Lookup specialist; a competitor mention, comparison, or objection or pushback to the Battlecard and Objection Coach; and questions about our own product capabilities, pricing, or security to the Product and Pricing specialist.
  3. Be fast and concise. The rep is mid-conversation, so answer in a few crisp, skimmable points or short sentences, not long essays. Lead with the answer.
  4. Ground every answer in real data: the CRM tables for deal and account facts, and the product knowledge base for product, pricing, and positioning. Never invent deal facts, numbers, competitor claims, or product capabilities. If something is not known, say so quickly and suggest how the rep can find it.
  5. Keep a confident, helpful, internal tone. These answers are for the rep, not the prospect, so you can include talking points and suggested phrasing.
  6. Present answers in clear, readable prose or short bullet points. Never output JSON, code blocks, or raw data structures.
The roster

4 specialists, one team.

Account Snapshot
Real-Time Account Research Specialist

Give the rep a fast, factual snapshot of the prospect's company so they can sound informed on the call.

ApolloSerperGoogle SearchKnowledge
Battlecard and Objection Coach
Competitive and Objection Coach

Coach the rep through competitor comparisons and objections in real time with crisp, honest talking points.

SerperKnowledge
Deal and Account Lookup
CRM Deal and Account Lookup Specialist

Answer the rep's questions about specific deals and accounts by reading the Sales Opportunities and Customer Accounts tables.

Sales Opportunities · ReadCustomer Accounts · ReadKnowledge
Product and Pricing
Product and Pricing Quick-Answer Specialist

Give the rep fast, accurate answers about our own product, pricing, and security so they can respond to the prospect confidently.

Knowledge

Shared tables

Sales Opportunities

Open and recent sales opportunities (deals) in the pipeline. Used by the Pipeline Risk Analyzer to flag at-risk deals.

Deal Name textAccount textStage selectAmount numberClose Date dateOwner textLast Activity Date dateNext Step textWin Probability number
Customer Accounts

Active customer accounts with renewal dates, ARR, health, usage trend, and seat utilization. Used by the Renewal and Expansion Forecaster.

Account Name textPlan selectARR numberRenewal Date dateHealth Score numberUsage Trend selectSeats Purchased numberSeats Active numberCSM Owner text

What you can do with it

Instant Account Insights
Quickly access prospect-company research during calls
Live Deal Monitoring
Real-time updates on sales opportunities and accounts
Objection Handling Support
Guided responses for competitor objections and positioning
Fast Product Answers
Immediate access to product knowledge and pricing details

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