Build or deploy autonomous AI agents that work across live CRM, email, call, and playbook context to monitor deals, surface risk, and guide the next best step automatically.





Use autonomous agents to monitor deal health, map stakeholders, prep meetings, and generate follow-up guidance without manual digging.
Pod AI Agents are pre-built or custom agents that run on a deal's live context inside Pod. They help reps and leaders investigate risk, review calls, answer deal questions, and generate next-step guidance without digging through CRM, email, and transcript data manually.
Pod AI Agents work on the deal context already available in Pod, including CRM activity, emails, meetings, transcripts, and playbooks. That gives them a more complete view of the deal than a generic AI tool working from a single note or prompt.
Agents can reason across the same deal context your team already works from in Pod, including CRM data, email history, call and meeting context, transcript signals, and methodology analysis.
Yes. Pod supports Pod Agents, Workspace Agents shared across the team, and Personal Agents for individual use. That makes it easy to start with a proven template and build custom agents around your sales process over time.
Teams use AI Agent Builder for workflows like risk assessment, business case review, call review, stakeholder research, mutual action plan support, meeting prep, and follow-up planning. You can ask a one-off question or create a repeatable agent for the questions your team asks most often.
Start with a free trial or book a demo. Pod supports Salesforce and HubSpot, and AI Agents run on the deal context your team already works from in Pod.
Subscribe to the newsletter and learn how Pod helps reps close more deals and sell like top performers.