Solution - AI Agent Builder

Autonomous AI Agents For Better Deal Decisions

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.

Built For Sales Teams
Go deeper than dashboards
and summaries.
Exploration
Ask anything and get answers instantly
Launch targeted AI investigations on demand. A quick prompt and you can extract insights about your deal: business case, risk assessment, call review, etc.
Intelligence
AI that reasons across all deal data
Pod all your deal data and its deal intelligence (not just call summaries) to build one-of-a-kind contextual understanding of what’s really happening inside the deal.
Flexibility
Pre-built agents... or create your own
Choose from Pod’s out-of-the-box agents or spin up a custom agent, tailored to their sales motion. Launch the right agent in seconds or automate them to get automated updates.
Visibility
Agents Working Autonomously
Set Decision triggers and agents launch automatically in the background. They get back to you with insights, plans, and actions.
What Our Customers Say

“Pod does a really cool thing where it flags risks like missing personas or stakeholders in your deal.”

Sofia Menchaca
UK & EMEA Sales Lead, Indico Data
Solution Overview
The AI Sales Coach And Beyond

Use autonomous agents to monitor deal health, map stakeholders, prep meetings, and generate follow-up guidance without manual digging.

Frequently Asked Questions

What are Pod AI Agents?

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.

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How are Pod AI Agents different from generic AI tools?

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.

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What data do agents use?

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.

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Can I create custom agents for my team?

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.

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What can I use AI Agent Builder for?

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.

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How do I get started?

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.

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