
Human-in-the-Loop Sales Agent
Drafts sales actions that a rep approves before anything is sent.
Supervised agents do the drafting, and your people make the final call. Here you will find a sales agent and a support agent built the same way. The AI prepares the email, update or reply, then a rep or support agent approves or edits it before anything reaches a customer. It is a careful first step into AI for customer-facing work.

Drafts sales actions that a rep approves before anything is sent.

Drafts support replies that an agent approves or edits before sending.
Customer-facing messages carry your reputation. A wrong answer or an awkward sales email can cost more than the time it saved. A supervised agent removes the blank-page work while keeping a person accountable for every message. Teams often start this way, learn where the AI is reliable, and then decide later whether any steps can safely run on their own. It is a measured way to bring AI into work that customers see.
Human-in-the-Loop Sales Agent prepares sales actions, such as outreach and follow-ups, and a rep approves each one before it is sent. It suits teams that want more pipeline activity without losing the personal touch. Reps stay the voice of every message, and the AI simply prepares the groundwork for them.
Human-in-the-Loop Support Agent prepares replies to customer questions, and a support agent approves or edits each one before sending. It suits teams with a steady flow of tickets who want faster responses without letting quality slip. Agents can fix tone or facts in a draft, so customers still hear from a real person who knows them.
Usually yes, because reviewing a good draft is much faster than writing from scratch. The agent gathers the context and prepares the message, so the person only needs to read, adjust and approve. The time saved depends on how much your team edits, which tends to drop as the setup is tuned.
That is a decision for your team. Many start supervised to see where the AI is dependable. If you later want some steps to run without approval, that would be scoped as a separate change, with its own Scope Card, rather than quietly switched on without your agreement.
These two agents apply the review approach to sales and support. If you also run other AI systems that need approval steps, the Human-in-the-Loop category includes tools such as Agent Review Queue and Human Approval Workflow, which bring reviews from many systems into one place.
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