Enterprise · Sales

AI sales agent (SDR)

Qualify inbound interest into CRM tables and wake a human when the deal is real. It is not an unsupervised email spammer.

Most “AI SDRs” dump messy chats into a spreadsheet the team opens on Friday. This agent is useful only if the row in the pipeline table is something a rep will trust.

Forms and conversations write structured fields. Qualification questions are yours. Hot rows notify a human. Outbound mail stays collaborative until you trust a narrow template.

Form

Inbound to a row

Fields a rep can filter

Rules

Your qualification

Budget, timeline, fit — you write them

Human

Rep still closes

Alerts, not silent discounts

Traditional tools

Typeform + HubSpot + a chatbot that cannot write the deal.

With Maicos

Form, table, agent, and rep chat share one pipeline you can actually open.

What this agent does

Inbound hygiene and a wake-up call — not a spray cannon.

Forms become records

Inbound lands in a table the agent and the team both see. If the field is not there, the agent should not invent ARR.

Qualification you can audit

Ask the questions you wrote. Store the answers. Skipping ICP checks to “be helpful” is how junk clogs the pipeline.

Wake the owner

High-fit rows notify in chat or Slack. The agent’s job is latency, not closing the contract.

Hand to booking

Once a human says yes, the booking agent can offer times. Do not let the SDR invent calendar access it does not have.

How to run an SDR agent without burning the brand

Inbound first. Structured fields. Humans on money.

1

Define the table like a CRM you would use

Company, fit, budget, next step, owner. Garbage fields produce garbage agents.

2

Attach the form and the script

The agent may only ask what you listed. “Be a closer” is not a script.

3

Alert, don’t auto-discount

Pricing exceptions are a human. The agent can collect willingness-to-pay if you asked for it as a field.

4

Keep outbound on a leash

Follow-up drafts yes. Mass cold email from a model is how you get blocked — and it is not what this page is selling.

Worked example: website form to a live rep

Someone asks for a demo. You want a row, not a vibe.

  1. 1

    Form submits into the pipeline table

    Company size and use case are fields, not a paragraph the model must parse forever.

  2. 2

    Agent asks the two missing ICP questions

    Only those. Then stop.

  3. 3

    Score matches your rule

    Owner gets a chat ping with the row link.

  4. 4

    Rep accepts, booking agent offers times

    The SDR does not silently place a meeting on Priya’s calendar without the booking path.

The win is a trustworthy row in under five minutes. Not a thousand “just bumping this” emails.

Qualify. Then shut up and notify.

If you catch the agent promising pricing it was not given, that is a prompt and grounding failure — fix the script and the table, do not add more adjectives.

"Qualify this inbound lead and create a pipeline row if they match our ICP fields"

Pipeline

LeadStageOwner
AcmeWonSarah
Beta CoProposalYou

Tools this agent uses in Maicos

The same apps you already work in — not a second chatbot that needs uploads.

What this agent does not do

Useful agents have a job description. These limits keep this page honest — and help you pick a different agent when you need one.

Real-world use cases

How people use this every day.

Inbound demo request

Form → row → two ICP questions → alert. Booking only after a rep (or a written auto-rule you accept).

Event follow-up

A list in a table, drafts for the owner to send, not a midnight mail blast from the model.

Disqualify cleanly

Out of ICP? Say so, store the reason, do not keep chatting to inflate “engagement.”

Weekly pipeline digest

From the same table, in the sales channel. No second spreadsheet.

Frequently asked questions

What is an AI sales agent in Maicos?

An enterprise agent that qualifies inbound interest, writes CRM-style table rows, and notifies humans for high-fit follow-up. Closing remains a person.

Is this a HubSpot killer?

Only if you choose tables as the system of record. Many teams will keep an existing CRM and use Maicos for coordination. Do not run two truths.

Will it email prospects on its own?

Not by default. Enable send only for templates and segments you are willing to put your domain behind.

Can it pull company data from the web?

Not as a promised feature on this page. Prefer fields the prospect submitted or that your team entered.

How does it work with support?

Different tables. A customer asking “where is my order” is support. A stranger asking “pricing for 200 seats” is sales. Do not one-bot both without routing rules.

Continue exploring

Tables

Learn more →

Booking agent

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Support agent

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