A complete AI top-of-funnel sales operation
AI Sales Agent 360 is not a message generator. It runs the whole top of your funnel, from discovery to a warm hand-off, connected to your Ops360 CRM.
Prospecting
Finds and prioritises companies that match your ideal customer profile.
Research
Builds an evidence-based summary of every account and decision-maker.
Outreach
Sends personalised, controlled sequences, not one generic blast.
Conversations
Reads and answers replies, and escalates what matters to a human.
CRM
Keeps Ops360 CRM continuously up to date, end to end.
Governed
Works within your limits, approvals and suppression rules.
From a goal to a booked meeting
A continuous loop, running toward the commercial goal you define.
AI Sales Agent 360 is delivered through managed implementation with the PluginZ team. Steps marked Early Access or Coming Soon are rolled out per campaign as they mature.
Define the goal
Set the commercial goal, offers and guardrails the agent works toward.
Define the ICP
Describe the ideal customer: industries, geographies, size and roles.
Discover companies
Find matching companies from approved data sources and public business information.
Research each account
Review the company and decision-makers, then build an evidence-based summary.
Score & prioritise
Rank opportunities by fit and signal so effort goes where it counts.
Personalise outreach
Write on-brand, evidence-based messages tailored to each persona.
Send sequences
Run controlled outreach and follow-ups within your sending limits.
Early AccessHandle replies
Read, classify and respond to replies using an approved knowledge base.
Early AccessQualify
Qualify the opportunity against your criteria before it reaches a human.
Book or hand off
Book meetings where permitted, or hand a warm lead to your team.
Coming SoonUpdate the CRM
Every company, contact, email and outcome flows into Ops360 CRM automatically.
Measure & improve
Track performance and tune the campaign toward the goal.
You set the goal. It does the work.
Define the commercial goal and guardrails, and the agent works continuously toward the defined commercial goal.
The agent works continuously toward the defined commercial goal. We do not guarantee that any system will always achieve a specific sales target.
It researches before it reaches out
Outreach is only as good as the research behind it. The agent builds an evidence-based picture of every account first.
Personalised, controlled, on-brand
It reads and answers replies, safely
The agent responds from an approved knowledge base and escalates anything sensitive to a human.
Autonomous where it helps. Human-controlled where it matters.
You decide how much the agent does on its own. Sensitive decisions stay with your team, and everything is logged.