AI sales agent

Conversations in.
Pipeline forward.

LeapGent is an AI sales agent for Email and WhatsApp. Threads become customers and opportunities. Autopilot can qualify a new lead. Once a deal exists, the agent drafts the reply and the quote — your team sends.

Get started with Google Explore the platform

Upload what the company already knows, connect Email and WhatsApp, and choose where Autopilot may speak.

app.leapgent.com
DX
WORKSPACE

Good afternoon, David

Here is what needs your attention today.

LEAPGENT FINISHED TODAY'S SCAN4 things worth
handling first
Needs reply5Longest 26h
Active deals24$684k pipeline
Stale stages3Push this week
Agent suggestions

Helio — new lead, Autopilot is asking Qualifying

Meridian — payment terms unanswered Reply

An AI sales agent for teams that sell over Email and WhatsApp

✓Grounded in company knowledge ✓Autopilot qualifies new leads ✓Your team sends once a deal is open ✓One pipeline across channels

A better operating model

Your team should work with customers.
Not maintain software about them.

A traditional CRM starts with fields and manual updates. LeapGent starts with the conversation. The agent writes the record, qualifies new leads, and drafts the next step.

Traditional CRM

Configure fields and workflows

Ask teams to update records

Look backward at reports

→
LeapGent

Records appear from the conversation

Autopilot qualifies new leads

Your team sends once a deal is open

The platform

One agent.
The whole sales motion.

It learns the company, keeps the pipeline current, qualifies new leads, and drafts the work on open deals.

01

Knowledge the agent can use

Upload products, SOPs, pricing guidance, service policies, case studies, and training materials. LeapGent organizes them into trusted context the agent can use.

  • PDF, Word, Excel, PowerPoint, CSV, and more
  • Source-aware answers and configurable trust policies
  • Knowledge that supports quotes, objections, and product answers
Knowledge Base
✦
KNOWLEDGEYour company knowledge is being understood
98%indexed
PDF
2026 Product Catalog & Pricing8.4 MB · 146 chunks
Ready
DOC
Customer Service SOP1.2 MB · 38 chunks
Ready
XLS
FAQ & Standard Replies680 KB · 92 chunks
Ready
02

Pipeline intelligence that updates from real conversations

Customer context, deal stage, amount, and next step emerge from Email and WhatsApp — not from another form your reps forget to fill.

  • Customers, opportunities, and interaction history
  • Buying signals parsed into pipeline updates
  • Next best sales action on every account
CustomerUpdated 18 min ago
NW
NordWerk GmbHAnna Keller · Decision maker
Healthy
InterestIndustrial sensors
Quantity5,000 units
StageProposal
Deal value$86,000
NEXT BEST ACTIONSend a formal quote including shipping by 4:00 PM
03

Autopilot for new leads

Before an opportunity exists, the agent can ask the questions itself — on the Email and WhatsApp you choose, up to a round limit you set. A Qualified lead becomes an opportunity and comes to your team. A lead with no need is Passed, and no deal is created.

  • On or off, and only on the channels you enable
  • Stops at Qualified and hands the deal to sales
  • Passed leads stay out of the pipeline
Autopilot● On
✦
NEW LEADSQualifying before a deal exists
2rounds max
EM
Email · shared mailboxAgent may reply to new threads
On
WhatsApp · company numberSame rules, same handoff
On
HANDOFFQualified opens an opportunity. Your team takes the deal from here.
04

Copilot on every open deal

Once a customer is Qualified, the agent stops sending. Alerts say who to handle. Inbox drafts the reply. Docs holds the quote. Your team sends.

  • Today and Alerts — follow-ups, stale stages, replies waiting
  • Drafts grounded in your catalog and this thread
  • Quotes go out with the message and write back to the deal
LeapGent Agent● Online
✦

Three open deals are waiting. I ranked them by value and how long they have sat. New leads stay with Autopilot until they qualify.

Pipeline priorities3 items

1Send the NordWerk quote

2Follow up Meridian payment terms

3Quote is saved in Docs

Tell the agent what you want done… ↑

Sales workflow

From first message to closed deal

Autopilot handles the front of the thread. Copilot stays with the rep once a deal is open. Everyday questions stay in the same Inbox.

01

Capture

Email and WhatsApp land in one Inbox. Each thread ties to a person, without a form to fill.

02

Qualify

Autopilot asks until the lead is Qualified or Passed. Only Qualified opens an opportunity.

03

Advance

Copilot drafts the reply and the quote. Your team reviews, sends, and moves the stage.

04

Watch

Alerts and Reports show who to follow and which stage is stuck. New buying signals become new deals.

Simple to start

Set the boundaries, then let it work

Knowledge and channels first. Autopilot only speaks where you allow it. Open deals stay with your team.

  1. 1

    Create your workspace

    Securely sign in with Google and establish your business.

  2. 2

    Add business knowledge

    Upload the materials your team already trusts and uses.

  3. 3

    Connect Email and WhatsApp

    Threads sync into Inbox and become customers and opportunities.

  4. 4

    Turn Autopilot on, then sell

    It qualifies new leads on the channels you choose. On open deals, the agent drafts and your team sends.

Trust by design

AI should be useful.
And accountable.

LeapGent is being designed around grounded knowledge, clear access control, and human authority over sensitive customer commitments.

⌁

Grounded answers

Use authorized company materials first and surface when the system lacks a reliable basis.

✓

A clear handoff

Autopilot speaks only before a lead is Qualified, only on channels you enable, and only up to a round limit. Pricing, quotes, and other commitments stay with your team.

◎

Role-based access

Admins manage organization settings while every teammate retains their own account controls.

↗

Visible work

Connect agent responses to customer records and preserve context instead of hiding decisions in a chat.

Built for growing teams

When pipeline runs on conversations

B2B & export sales

Long Email and WhatsApp threads, multiple stakeholders, deal sizes that matter.

Founder-led revenue teams

No CRM admin — need memory, drafts, and pipeline visibility out of the box.

Trading & distribution

RFQs, quotes, and re-orders parsed into opportunities, not spreadsheets.

Meet your AI sales agent

Conversations in. Pipeline forward.

Autopilot qualifies new leads. Copilot drafts the deal. Your team closes.

Get started with Google Explore the platform