AI and automation
AI sales and marketing agents
An AI sales agent is software that uses a language model to handle parts of the sales process: replying to inbound leads, asking qualifying questions, booking meetings, drafting follow-ups and logging everything in the CRM. Loxvo sets these agents up for small and medium businesses and connects them to the sales and marketing tools already in use.
What it covers
Leads go cold while they wait. A configured agent replies in the first minutes, in your tone, with answers drawn from your own pricing, service and policy documents, and hands over to a person when the lead is ready or the question is outside its scope.
On the marketing side we set up bots that draft campaign emails and social posts from your content calendar, segment lists, and report on what happened. Messages to prospects stay behind an approval step until you are comfortable letting specific flows run on their own.
What you get
- Inbound lead response and qualification
- Website and messaging chat agents
- Follow-up sequences with approval
- Meeting booking
- CRM logging and enrichment
- Campaign drafting and reporting bots
Tools and platforms
- HubSpot
- Salesforce
- Pipedrive
- n8n
- OpenAI API
- Claude API
- Twilio
- Calendly
- Slack
How it works
Four steps, each one visible.
- (01)
Map the funnel
Where leads arrive, who answers, how long it takes and where they drop.
- (02)
Ground the agent
The agent is given your offers, prices, FAQs and rules, and limits on what it may say.
- (03)
Run with approval
Drafts go to a person first. We measure reply quality before anything is sent unattended.
- (04)
Hand off cleanly
Clear rules for when a human takes over, with the full conversation attached.
Questions
AI sales and marketing agents: common questions.
Will an AI sales agent replace my sales team?
No. It takes the first response, routine questions, scheduling and data entry. Your salespeople keep the conversations where judgment and relationships matter.
Can the agent work with our CRM?
Yes. We connect agents to HubSpot, Salesforce, Pipedrive and other CRMs through their APIs, so every conversation and status change is recorded.
How do you stop the agent from saying something wrong?
Answers are grounded in documents you approve, the agent is told what it must not discuss, and outbound messages can stay behind human approval. Conversations are logged for review.
Do you send cold outreach for us?
We set up the tooling and drafts. What is sent, to whom and how often is your decision, and we configure flows to respect each platform's rules and anti-spam law.
Related
Services that go with it.
LLM and AI agent development
Applications and agents built on large language models, with memory, access to your own knowledge and tools, and the evaluation to prove they work.
Learn more AI and automationAI automation services
We find the repeat work in your business, then design and build AI automations that do it: workflows, integrations and agents connected to the tools you already use.
Learn more AI and automationAI consulting for small and medium businesses
Clear advice on where AI will and will not help your business, followed by the hands-on work to put it in place.
Learn moreTell us what you are building.
A short call is enough to see whether we are the right team. You will speak to someone who can answer technical questions.