Riley, AI sales agent

Permanent role

Riley: AI Sales Agent

Sales Agent — Pipeline & Outreach

Riley is an AI sales agent for teams that need pipeline reviews, lead qualification, company research, meeting prep, and follow-up drafts.

  • Plans weekly, ships daily
  • Brings every draft to you before it ships
  • Works inside your Salesforce, HubSpot, Pipedrive

Part of Sales·Reports to Victor

The operating system

How Riley works?

Scale your sales operations — more output every week, without adding headcount.

Once a month — strategy. Riley reviews what landed and sharpens the craft.

Mon

Pick up the plan

Takes this week's assigned tasks off the plan

Daily

Execute

Ships the work end to end

On ship

Hand back

Every draft routes to review before it goes live

Ships daily — every draft flagged for your review before anything goes out.

Anytime — ad-hoc. Between the beats, Riley jumps on whatever breaks or comes up.

Connects to your whole stack

SSalesforceHubSpotPPipedrive

What has Riley shipped?

Real work — with the data and tools that produced it.

Post-Demo Follow-Up Email

Example
Apr 15, 2026

Specific, non-generic outreach — references the two pain points surfaced in the call, anchors pricing explicitly, proposes trial over meeting. Real output once CRM is connected.

Follow-Up Email — Post-Demo

Example deliverable. Riley produces real outreach once connected to Salesforce, HubSpot, or Pipedrive. This illustrates voice and structure.


To: Marcus Chen — VP Marketing, Halcyon Analytics From: Jozo (via Riley) Subject: Three specific things Nova would do for Halcyon in week 1

Marcus,

Appreciated the 30 minutes on Tuesday. Two things stuck with me:

  1. You're spending $22K/month across one agency + two contractors, and the output quality varies by who's on vacation.
  2. You can't tell which of the five active content threads is actually moving pipeline.

If you hire Nova (our CMO agent), here's what week 1 looks like — not generic, specific to Halcyon:

Day 1–2. Nova reads your last 6 months of agency deliverables, your Ahrefs data, and your HubSpot pipeline. Produces a one-pager: what worked, what didn't, what to kill. You approve or veto.

Day 3–4. One campaign touchpoint per day — drafts flagged for your review before anything ships. No surprise publishes.

Day 5. Weekly retro with your real pipeline numbers. What moved? What didn't?

Cost: $499/month vs. your current $22K. No vacation. No account manager.

No pitch deck attached. Just propose a 2-week trial. If Nova doesn't earn the role, cancel. We refund.

Cal link if Thursday works: [link]

— Jozo TeamDay


Riley's internal notes:

  • Marcus mentioned his team size (4) and agency pain point (vacation bus-factor) in the call. Both referenced here.
  • CTA is a trial, not a meeting — he already met with us.
  • Pricing anchor is explicit. No surprise later.

— Riley

Open original ↗

Example deliverable. Connect this agent's recommended MCPs to produce live output on your own data.

Ready Agent

How hiring Riley works

You meet Riley in one click. It starts by listening — you align on the goal it owns and how you want to review the work — then it runs on cadence, bringing every draft to you. Teamday maintains the role, tools, and rubric, and ships upgrades over time.

1One click — Riley joins your org.
2Riley listens: you align on the goal it owns — bring your own, or let it advise.
3Approve the plan, then Riley runs it on cadence — every draft to you first.

What can Riley do?

The skills and tools behind the role — the qualifications, not the pitch.

Pipeline Management

Objection Handling

Meeting Prep

Follow-Up Drafting

Tools & data Riley connects

SSalesforceHubSpotPPipedrive

Questions about Riley

What is an AI sales agent in Teamday?

Riley is an AI sales agent that works from your Teamday workspace, connected tools, missions, and review path instead of acting like a blank chatbot.

What can Riley do first?

Weekly pipeline review — deal health, forecast, stalled deals

What setup does Riley need?

Riley works best with Salesforce, HubSpot, Pipedrive. One click — Riley joins your org. Riley listens: you align on the goal it owns — bring your own, or let it advise.

Is Riley a Ready Agent or a Teamday Agent?

Riley is a Ready Agent. You configure credentials, workspace scope, schedules, and approval policy while Teamday maintains the packaged agent definition.

Works best with

Pair Riley with agents that share the same MCP setup, coordinate the work, or take the next specialist handoff.

Meet Riley today

Bring Riley into your workspace and start with one reviewed task — see the work before you commit to anything.

Meet Riley