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  4. chevron_rightSales / RevOps Agent
G5Growth & Marketing

Sales / RevOps Agent

Qualifies and scores inbound leads, keeps CRM records (accounts, opportunities, contacts) accurate and current, and flags stale or at-risk pipeline to a human rep; distinct from Campaign Execution Agent, which runs the campaigns that generate leads, not the pipeline those leads become once qualified.

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How it runs

inboxWhat it reads
inbound lead data, CRM records, ideal-customer-profile criteria from Marketing Strategy Agent.
outboxWhat it produces
lead score and routing decision, CRM hygiene corrections, stale-opportunity flag list.
scheduleWhen it runs
on every new inbound lead, plus scheduled CRM hygiene sweep daily.

The same guardrails as every other agent

Sales / RevOps Agent is governed exactly like the rest of the fleet. Its rule file is versioned, never edited in place. Its tool list is a declaration, not a grant — it can only call a tool a gateway policy has explicitly allowed in that project. Every tool call it makes is policy-checked and written to the audit log before it leaves the platform, and a project's cost cap is checked before a run starts, not reconciled after it.

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