In beta alongside teams at
Perplexity
Warp
Corgi Cafe
FLORA
Composio
Palantir
Cognition
Give every rep a team of their own
Your best reps already have someone researching accounts and updating the CRM. Oasis gives that to every rep, as agents your company owns and controls.
More time selling
Agents take research, CRM updates and follow-ups, so reps spend their day in conversations.
A pipeline you can trust
Every call, email and next step lands in the CRM, so the forecast reflects what is actually happening.
Every lead answered
Inbound is qualified and routed in minutes, at any hour, before a competitor replies.
Watch a deal move from inbound to signed
Your reps and their agents work in the same channels. Agents research, draft and update the CRM; reps approve what reaches a customer.
New inbound from Halcyon Health: VP of Operations, 1,200 employees, asked for a demo of approvals. Strong fit on size and use case. The lead is in HubSpot and routed to @Sam.
Nice. @Account Researcher what do we know before I reply?
They opened two ops roles this month and moved support to Zendesk in May. Their VP posted last week about cutting the ticket backlog. A brief with sources is on the HubSpot record.
Perfect. Draft a reply that offers Thursday or Friday.
Draft is ready for your approval: short, references the backlog post, two slots from your calendar. Nothing goes out until you approve.
Approved, send it.
Sent from your inbox and logged in HubSpot.
@Pipeline Manager how does the quarter look?
$1.84M committed against a $2.1M target. Six deals over $50K have had no activity in 14 days, so I’ve drafted follow-ups for each owner from their last call notes. Three deals are missing a close date.
Send the drafts to each owner, and get those close dates fixed.
Drafts are in each owner’s DMs. I’ve asked the owners to confirm close dates rather than guess, and I’ll update HubSpot as they reply.
Northwind wants 20% off for a two-year term. @Deal Desk can we do that?
Policy allows up to 15% for two years without approval. 20% needs @Emily to sign off. I’ve drafted order forms at both so she can compare.
Go to 18% if they sign this month.
Updated to 18% with a signature deadline of the 30th. It’s a draft in DocuSign for @Sam to send.
Built for every part of the funnel
Agents research accounts and draft outreach, so reps start every day with a list worth calling.
Inbound qualification
Score every new lead against your ideal customer profile and route the good ones to the right rep.
Account research
Pull hiring, funding and news signals into a brief before every first call.
Personal outreach
Draft first-touch emails from each prospect’s own words, for the rep to approve.
List building
Find companies and contacts that look like your best customers, with sources.
CRM enrichment
Fill in missing titles, company size and industry from verified sources.
Meeting booking
Offer times from the rep’s calendar and book the meeting when the prospect replies.
Meet your sales agents
Each agent has one job, the tools for it and limits you set. Start with these, or describe your own.
SDR
Qualifying a new inbound lead
Responsibilities
- Score new leads against your ideal customer profile and route them to the right rep.
- Draft replies and book meetings from the rep’s calendar.
Guardrails
- Asks the rep before sending any email.
- Never changes deal stages or amounts.
Agents your reps can trust with customers
Nothing reaches a prospect or changes a deal unless your rules allow it.
Permissions per tool
Each tool runs automatically, asks first, or stays off. Reads run on their own; writes ask first unless you change them.
Approvals in the thread
The right person approves in Slack, and the agent carries on from there.
Access per agent
Choose who can view, use, edit or manage each agent.
A budget for every agent
Set daily, weekly or monthly limits and see exactly where spend goes.
Memory with limits
Agents remember what your team teaches them, with clear limits on who can see what.
Your data stays yours
Our agreements with model providers prohibit training on your data. A DPA covers every customer.
Frequently asked questions
What can sales agents do on their own?
Whatever you allow. Most teams let agents research, enrich and draft automatically, and ask a rep before sending email or changing a deal. You set this per tool, per agent.
Which CRMs and tools do they work with?
HubSpot, Salesforce, Pipedrive, Attio, Gmail, Google Calendar, Apollo, Slack and many more. Agents can also use web apps through their own computer.
Will agents send emails without asking?
Not unless you let them. Sending email asks first by default, and the rep approves the draft right in Slack.
Can every rep have their own agents?
Yes. Give each rep their own agents, share agents across the team, or both. Access is set per agent.
How long does it take to set up?
Most teams have their first agent working in an afternoon: start from a template, connect your CRM and inbox, and add it to Slack.
Agents for every team
The same platform runs agents for every team in your company.