Sales automation that works toward a goal.
Give Gen-X a sales goal and a team of AI agents plans the work, runs the outreach, handles replies and updates the pipeline, day and night. You approve what matters.
Gen-Xonline
Outbound Team · October goalGen-X goal for October: book 20 demos with UK fintech VPs.Plan: 40 new leads a week from 
Prospect Scout, a 3-step sequence from 
Campaign Manager, and 
Inbox Manager books the meetings. I'll post progress here every morning.
hand-offdoneDay 12: 12 of 20 booked. Replies slowed on step 3, so I asked Campaign Manager to shorten it.
Sales automation you can talk to.
Instead of wiring triggers and actions, you give a team of agents a goal. They plan the steps, hand work to each other and report back.
Gen-X
Team lead“Plan next week’s outbound and split it across the team.”
Campaign Manager
Outbound campaigns“Start a 3-step sequence for the webinar list.”
Inbox Manager
Email and messaging“Reply to everyone who asked about pricing.”
Leads Manager
Leads and pipeline“Which deals went quiet this week?”
Prospect Scout
Prospect research“Find 50 heads of marketing at DTC brands in Germany.”
LinkedIn Assistant
LinkedIn outreach“Send a personal note to the 20 people we met at the expo.”
What Gen-X automates
Automate the whole sales process, from the first lead to the booked meeting, with approvals where you want them.
Goal-driven automation
Set a target like demos booked or replies handled. The team lead plans the work and splits it up.
Automated follow-ups
Multi-step email sequences written from context and sent on schedule.
Reply handling
Replies are sorted, answered and turned into meetings without waiting for someone to check the inbox.
CRM updates
Deals move stages as conversations happen, and stale deals get flagged.
Always-on prospecting
Fresh verified leads added on a schedule, so the top of the funnel never runs dry.
Custom agents, no code
Create a new agent for any repeatable job, like renewals or event follow-up, and test it in the Agent Playground first.
- Step 1
Set a goal
Tell the team what success looks like: demos booked, replies handled, leads added.
- Step 2
Set approvals
Choose which actions run on their own and which wait for you.
- Step 3
Watch it run
Agents work around the clock and post progress in the thread every morning.
Put agents in a team. Chat with it like coworkers.
Build an AI agent team from the crew, give it a goal, and invite your people into the same thread. Agents split the work, hand it to each other and pull a human in when a call needs one. It feels like your team chat, except everyone in it gets things done.
Outbound Team
Autopilot on- Maya K.Head of Sales · owner
- Dan R.Account Executive
- Gen-XTeam lead
- Prospect ScoutFinds and verifies leads
- Campaign ManagerRuns sequences
- Inbox ManagerSorts and answers replies
Outbound Team · ThursdayMorning. Yesterday the team booked 3 demos. We are at 12 of 20 with 19 days left. Today: 40 new leads and follow-ups on last week’s sequence.
The VP Sales at Northwind wants a call this week and asked about security reviews. @Dan this one needs you. I’ve held Thursday 10:00 and 15:30.
Campaign Manager send the invite and pull their latest funding news into my notes.Invite sent and the deal moved to Demo booked. Research notes are in the deal.
hand-offdone- Step 1
Pick your crew
Start with the ready-made specialists or agents you built yourself. A team can be two agents or ten.
- Step 2
Give it a goal
Tell the team what good looks like: demos booked, replies handled, posts published. Autopilot keeps it moving.
- Step 3
Invite your people
Add teammates to the thread. They @mention agents, agents @mention them, and nobody asks where things stand.
You log off at six. Your team doesn’t.
No holidays, no sick days, no Monday backlog. Schedules and goals keep agents working, and the Daily Brief tells you what happened.
- 18:04
You log off
Maya closes her laptop. Six agents stay online.
- 21:30
38 leads verified
Prospect Scout checks emails and job titles for tomorrow’s list.
- 23:15
Step 2 sent
The follow-up you approved goes out on schedule.
- you’re asleep03:12
11 replies sorted
Two want meetings. One is out of office until the 14th.
- 06:40
Pipeline updated
Two deals move to Demo booked. One stale deal flagged.
- 08:00
Daily Brief ready
Everything above in one message, plus 3 things that need you.
Nothing goes out without your yes.
Decide what agents can do on their own and what waits for you. Emails, posts and anything that spends money can pause for a quick approve, from Gen-X, Slack or WhatsApp.
- Set rules per agent and per action
- Edit a draft before you approve it
- Every action is logged in the thread
I drafted 2 LinkedIn posts for Tuesday 09:00. Want me to schedule them?
Maya is reviewingSlack#sales · 07:02Gen-X · Campaign Manager wants to send 38 emails.
WhatsApp21:14Sales automation software vs. AI sales automation
Traditional sales automation software runs the steps you configured. AI sales automation decides the next step from context and asks when it is unsure.
| What matters | Rule-based automation | Gen-X AI agents |
|---|---|---|
| Setup | Build workflows trigger by trigger. | Describe the goal in chat. |
| When a reply comes in | Stops the sequence and creates a task. | Reads the reply and picks the right next step. |
| When something changes | Breaks until someone edits the workflow. | Adjusts the plan and tells you why. |
| Approvals | All or nothing. | Per agent and per action, from Slack or WhatsApp. |
| Reporting | A dashboard someone has to check. | A Daily Brief in plain words. |
Why AI sales automation replaces rigid workflows
Sales automation software has mostly meant workflows: if this happens, do that. It works until a prospect replies in a way nobody planned for, and then a person has to step in. The more workflows you add, the more there is to maintain.
AI sales automation takes a different approach. Instead of configuring every step, you give Gen-X a goal and a team of agents. The team lead breaks the goal into work, Prospect Scout finds leads, Campaign Manager runs the outreach, Inbox Manager handles replies and Leads Manager keeps the CRM current. When something changes, they adjust and tell you in the thread.
Control is built in. Approvals are set per agent and per action, so you can let research run freely while every email batch waits for a yes. Approve from Gen-X, Slack or WhatsApp, edit drafts first, and see every action in the history.
Small teams use Gen-X to get the output of a larger sales team. Larger teams use it to take repetitive work off reps so they spend their day in conversations.
Questions
What is sales automation software?
- Sales automation software handles repetitive sales tasks such as lead research, email follow-ups, reply handling, meeting booking and pipeline updates, so reps can spend more time selling.
What is AI sales automation?
- Rule-based tools follow a fixed workflow. AI sales automation uses agents that read context, decide the next step and adapt when something changes, while you keep approval over what goes out.
Which sales tasks can Gen-X automate?
- Lead research and verification, email sequences, LinkedIn outreach, reply sorting, meeting booking, CRM updates, stale-deal alerts and a daily summary of everything above.
Can the automation run while I'm offline?
- Yes. Schedules and goals keep agents working overnight and on weekends. You decide which actions run automatically and which wait for your approval.
Do I need to build workflows or write code?
- No code. You describe what you want in chat. If you need a new kind of worker, you create an agent by describing its job and giving it skills.
How much does Gen-X sales automation cost?
- Gen-X has a Free plan. Pro is $29/month and Max is $99/month, with more workflow runs, campaigns and integrations on higher plans.
Your team is ready when you are.
Start with the crew, build your first team, and see what it gets done before tomorrow morning.
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