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Sales teams live in account context: who said what, what stage the deal is in, what the customer actually needs. Set up a sales agent in Hops to surface that context before you need it.

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What sales teams use Hops for

  • Account prep: your agent pulls the full picture on an account before a call. Deal history, last touchpoints, open items, customer notes.
  • Follow-up drafting: after a meeting, your agent drafts the follow-up email from the notes and CRM context
  • Handoff briefs: when a deal moves from SDR to AE (or AE to CS), your agent creates a handoff brief from everything on record
  • Pipeline summaries: weekly pipeline review prepared automatically from your CRM data
  • Competitive research: your agent surfaces relevant competitive context from your connected tools

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Your sales agent in action

Tag your sales agent in your Sales Space. Give it the account name or deal, and it’ll tell you what it found.
Your agent shows what it used (the CRM record, the last email thread, the notes doc) so you know the basis for everything it surfaces. Spaces: One Space per major account or deal, plus a team channel for the full sales team. Pin the deal brief and ICP in each account Space. Tools to connect: Salesforce or HubSpot (deals, contacts, activity), Gmail or Outlook (email threads), Slack (internal deal discussion), Notion or Google Drive (account docs, sales collateral).

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Example workflows

Pre-call prep
Each morning, your sales agent runs through the day’s scheduled calls, pulls the relevant CRM context for each, and posts a one-paragraph prep note to the account Space. Your reps walk in ready.
Post-call follow-up
After a call, paste your notes into the account Space thread. Ask your agent to draft a follow-up. It uses the notes, the account history, and your sales playbook (if pinned) to produce a ready-to-review draft.
Deal handoff
When a deal changes hands, ask your agent to write a handoff brief. It compiles the full deal history (contacts, objections, pricing discussion, next steps) from CRM and thread history. The new owner is up to speed in minutes.

Related topics

AutomationsWelcome to HopsFAQCustom agentsWhat is a Space?