AI agents in PromptLab: automate repetitive sales work
PromptLab's three AI agents surface deal risks, draft follow-ups, and forecast revenue automatically. Available on Business and Enterprise plans.
AI agents in PromptLab handle the repetitive work that slows down your sales team — monitoring deals for risk signals, drafting follow-up emails after meetings, and projecting which deals will close this quarter. Each agent runs automatically in the background, surfacing insights in your dashboard and inbox without requiring any configuration per deal.
Which plan includes AI agents?
AI agents are available on the Business plan ($108/month per user) and the Enterprise plan (custom pricing). They are not available on the Pro plan.
To upgrade your plan, go to Settings > Billing > Plans in your account, or compare plans to see what's included at each tier.
Available agents
Deal Scout
Surfaces at-risk deals and flags pipeline opportunities that need immediate attention.
Follow-Up Agent
Drafts follow-up emails and creates next-step tasks automatically after every meeting.
Forecast Agent
Analyzes your pipeline to predict close likelihood and project quarterly revenue.
| Agent | What it does | Where you see it |
|---|---|---|
| Deal Scout | Identifies stalling or at-risk deals | Pipeline view, dashboard alerts |
| Follow-Up | Drafts emails and creates tasks after meetings | Activity feed, Tasks module |
| Forecast | Projects close dates and revenue by quarter | Reporting > Forecast |
How agents work
Each agent runs continuously against your pipeline data and customer interactions — there is no per-deal configuration required. Once you are on a qualifying plan, the agents activate automatically.
- Deal Scout analyzes conversation activity, deal stage velocity, and time since last contact to flag deals that need attention.
- Follow-Up processes meeting summaries and conversation history after every call or meeting to draft relevant follow-up emails and tasks.
- Forecast uses deal signals, historical win rates, and activity patterns to calculate pipeline confidence scores and projected revenue.
Agents surface their output in your PromptLab dashboard and inbox. You do not need to visit a separate section to receive alerts — the relevant agent output appears in context wherever you are working in the platform.