AI sales Customer Ops Agent

Every conversation.
A pipeline you can trust.

LeapGent connects Email and WhatsApp, turns threads into customers and opportunities, and uses your company knowledge to draft replies and push deals — with you in control of every send.

Get started with Google Explore the platform

Start with your business knowledge. Add channels and customer data as you grow.

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

Meridian — payment terms unanswered Reply

NordWerk ready for proposal Prepare quote

Built for sales teams that live in Email & WhatsApp — less CRM admin, more pipeline motion

✓Grounded in company knowledge ✓Copilot drafts — you send every message ✓One context across channels ✓Google-secured access

A better operating model

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

Traditional CRM starts with configuration and manual data entry. LeapGent starts with what your company knows and what customers actually say — then turns that work into context, records, and action.

Traditional CRM

Configure fields and workflows

Ask teams to update records

Look backward at reports

→
LeapGent

Learn from knowledge and interactions

Generate customer context as work happens

Suggest the next action — your team sends

The platform

One business brain.
Every customer in context.

Give your team and AI one reliable place to understand the business, see customer reality, and move work forward.

01

A Business Brain grounded in your company

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
✦
BUSINESS BRAINYour 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

A sales Copilot beside your data

Alerts flag what to do next. Inbox drafts replies. The side Agent answers pipeline questions and helps prep quotes — without sending on your behalf.

  • Today & Alerts — follow-ups, stale deals, replies needed
  • Inbox AI draft — grounded in your catalog and thread context
  • You review and send; CRM updates from real conversations
LeapGent Agent● Online
✦

Three opportunities are stale and two inbound threads look high-intent. I ranked them by deal value and time waiting.

Pipeline priorities3 items

1Send NordWerk formal quote

2Follow up Meridian payment terms

3Draft reply to new RFQ thread

Tell the agent what you want done… ↑

Sales workflow

From first reply to closed deal

One workspace for threads, pipeline, and a sales Copilot — including everyday customer questions handled in Inbox with Agent drafts.

01

Capture

Sync Email and WhatsApp. Every thread ties to a customer without manual logging.

02

Qualify

Parse intent into stages and amounts. Alerts when follow-up breaks.

03

Advance

AI drafts grounded in your catalog. Reps send — CRM updates itself.

04

Expand

After close, new questions stay in Inbox; buying signals become new opportunities.

Simple to start

Useful before you configure everything

Start with knowledge and normal customer work. Add structure only where your business actually needs it.

  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 & WhatsApp

    Team conversations sync into Inbox and structured CRM.

  4. 4

    Run pipeline with AI

    Draft in Inbox, ask the Agent, watch Reports and Alerts.

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.

✓

Human approval

Keep pricing, discounts, delivery promises, and other material commitments under human control.

◎

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 sales Customer Ops Agent

Structured pipeline from the conversations you already have — with AI beside every rep.

Upload knowledge, connect channels, and watch opportunities update as work happens.

Get started with Google Explore the platform