AI Agents for Sales Teams

AI agents for sales that streamline selling workflows, eliminate friction across the sales cycle, and deliver real-time, contextual guidance to every rep — so your team closes faster and wins more.

  • Enhance sales productivity
  • Scale top-rep performance
  • Accelerate sales cycles
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Why Workato Genies?

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    Customizable and Extensible

    Extend pre-packaged Genies or build your own tailored to your unique business and processes. Agent Studio's low-code/no-code, modular design lets you customize instantly and scale as your business evolves.

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    Deep Action™ to Get Work Done

    Move beyond chatbots with Deep Action™, enabling Genies to execute complete business processes from start to finish by orchestrating multi-step workflows, handling exceptions and request approvals, and coordinating across systems to deliver results.

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    AI That Acts, Not Just Assists

    Empower AI agents to autonomously execute multi-step business actions, manage logic and approvals, and collaborate with teammates or other agents driving measurable business outcomes, not just responses.

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    Always On, Always Proactive

    Powered by Workato’s event-driven iPaaS, Genies don’t wait for prompts, they respond automatically to business triggers, schedules, and APIs. Deliver continuous productivity through AI that anticipates and acts.

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    Enterprise-Ready from Day One

    Launch trusted, production-grade AI agents on Workato’s Enterprise MCP, powered by the #1 leading iPaaS. Scale securely across 14,000+ apps with certified compliance and 99.9% uptime.

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    Security You Can Trust

    Protect every action with patented, real-time authorization via OAuth 2.0. Genies act on behalf of verified users, not shared service accounts, ensuring complete compliance, governance, and traceability.

  • Build Genies to fit your use case

    Build Genies to fit your use case

    Tailor Workato Genies to fit your exact business processes with Agent Studio — customizing Skills and workflows within pre-packaged Genies, or building entirely new Genies from scratch.

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    • Integrate with over 14K applications and 1,200 pre-built Workato application connectors
    • Create Genie Skills that combine LLM reasoning with deterministic business actions, complex logic, approvals, and event-driven triggers
    • Quickly adapt, update, and test Genies and Skills with our low-code/no-code agent builder
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    • Solve high-value use cases for your Sales team

    • Account Research
      Generate complete Customer 360s by pulling data from your CRM, enrichment tools, support systems, and the web — so reps walk into every interaction fully prepared.
    • Call Follow-Up
      Automatically generate call summaries, personalized follow-up emails, next steps, and CRM updates immediately after every sales conversation, ensuring no deal momentum is lost.
    • CRM Auto-Updates
      Capture meeting insights, emails, next steps, and deal activity in real time, and sync updates directly into your CRM. Zero manual data entry required.
    • Intelligent Prospecting
      Identify high-fit accounts, personalize outreach at scale, and continuously optimize messaging based on engagement and conversion signals.
    • And more
      Any use case, any workflow. We’ve got you covered.
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    Reduce research time from hours to minutes
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    Increase personalization across all deals
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    Equip sellers with up-to-date account intelligence

    Built to take action across your Sales stack

    Connects to every system your team already relies on and thousands more.

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    Featured Genies for Sales

    Rep Genie
    • Rep Genie
    • CPQ Genie

    • Rep Genie eliminates manual work from the sales cycle and delivers real-time, contextual, data-backed guidance directly within the sales workflow, helping teams close deals faster and more effectively.

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      • Spend less time on admin
      • Get instant account intel
      • Master every interaction