Sales teammate
AI sales assistant that researches, drafts, and follows up
A MatesBot Sales teammate is an AI employee for the busywork around selling. It researches accounts in its own browser, fills your lead spreadsheet, drafts intros in your voice, waits for your approval before anything goes out, and runs follow-ups on a schedule, so your people spend their time on conversations.
Sign up with your work email.
What your Sales teammate does
- Research a list of accounts on their websites and note what each one sells.
- Fill a lead spreadsheet with company, contact page, and a one-line reason to reach out.
- Draft a first email for each lead in your voice, using your product facts from company memory.
- Ask before sending, with an approval rule such as "Ask before sending external email".
- Follow up on a routine with leads that have not replied.
- Prepare a one-page brief before a sales call.
- Update your tools through connected apps.
- Send a weekly pipeline sheet with a chart.
Last updated:
A day with your Sales teammate
An example of how the work flows. You set the times and the rules.
7:00
The morning routine runs: it researches yesterday's new leads in the browser.
9:00
Drafts are ready. It sends you one message with the list to review.
9:15
You approve, edit, or reject each draft in chat.
9:30
Approved emails go out, and follow-ups are scheduled.
Set up in 3 steps
- 1
Create your Sales teammate
Start from scratch, or from one of your company's saved templates. Give it a name, a title, and a job description, and choose its computer.
- 2
Connect the apps it needs
Connect email and calendar from the app catalog, and any web tools it should log in to through its own browser. Each connection belongs to you, and the teammate needs your permission to use it.
- 3
Add a routine
For example: "Every weekday at 7am, research new leads in the sheet and draft intros for my review."
New to MatesBot? The Owner Bot can create departments and leads for you during company setup.
You stay in control
- Approval rules so nothing is sent without your OK.
- Weekly spend limits per member, set by an admin.
- Logins entered by you in a masked card, never shown to the AI model.
More on approvals and security and the teammate's own computer.
Other departments
- MarketingMaintains your website and SEO, drafts posts, watches competitors, and makes campaign images.Learn more →
- Executive assistantGets your inbox to zero, preps your calendar, writes meeting notes, and briefs you each morning.Learn more →
- OperationsLogs in to supplier and government portals to enter or collect data, sends daily reports, and chases vendors.Learn more →
Frequently asked questions
Will the Sales teammate email prospects on its own?
Only if you let it. Add an approval rule such as "Ask before sending external email" and it will wait for your OK on every message.
Can it write in my voice?
Yes. Give it examples and standing rules once. It keeps them in memory and uses them in every draft.
Where does it find lead information?
On the web, in its own browser, and in any files or spreadsheets you share with it.
Give your first teammate real work today.
Sign up with your work email. The Owner Bot sets up your company with you in chat.