- Glean’s eight new Sales agents support every stage of the sales cycle by automating account prep, personalized outreach, deal strategy, coaching, loss analysis, and post-sales handoff — helping teams move faster with less manual effort.
- Each agent connects to your existing systems to pull scattered information into one place, surface actionable insights, and produce ready-to-use output that keeps deals moving and gives sellers more time with customers.
- All eight agents are available as customizable templates in the Glean Agent Library, giving sales teams practical ways to improve clarity, consistency, and execution in a high-pressure environment.
Sales teams are navigating a more demanding environment than ever. Pipeline expectations continue to rise while buying cycles stretch and stakeholders multiply. Leaders want clean data and forecast clarity. Reps want more time with customers and fewer hours lost to prep, note-taking, and manual follow-up.
Yet most sales processes weren’t designed for this pace. Information is scattered across CRM records, call transcripts, messaging tools, and industry news. Sellers spend too much time assembling the basics instead of driving the next conversation forward.
Glean Agents are built for this reality. They connect to your systems, interpret company knowledge, and deliver precise, ready-to-use output that helps sellers move faster at every stage of the lifecycle. And because they run on Glean’s enterprise knowledge graph with permissions-enforced security, teams get reliable, contextual results they can trust.
Today, we’re introducing eight new quickstart sales agents in the Glean agent library. These agents support the full sales motion — from account prep and prospecting to deal strategy, coaching, loss analysis, and post‑sales handoff. Each one is ready to use as a template, and can be customized as your motion evolves.
Below is your guide to what they do and how they can help.
Account understanding
Start every customer conversation with full context. Sales velocity often hinges on preparation. Before a call, you want a clear understanding of current opportunities, customer sentiment, recent activity, and potential angles to explore. That prep is necessary, but it often means toggling between multiple tools to piece together a fragmented picture.
Two agents help sellers get up to speed in minutes.
Account snapshot
Get a complete, trusted view of any customer account. The account snapshot agent pulls together essential account details so sellers and cross-functional partners can walk into conversations aligned. It surfaces open opportunities, stakeholders, recent Slack or email mentions, support tickets, adoption insights, and relevant news. Everything is organized in one view, so prep work shifts from “searching” to “interpreting.”
How it helps sellers:
- Prepares you for calls in minutes with reliable, consolidated information
- Highlights opportunities, risks, and signals you may have missed
- Brings internal discussions and customer activity into a single narrative
It gathers CRM data, assembles internal mentions, searches support queues, surfaces adoption signals, pulls news, and generates a succinct summary you can share across the team.
Prospect outreach emails
Generate personalized outreach emails, built on real research. First-touch emails are more effective when they reflect specific business needs and reference relevant proof points. The prospect outreach emails agent researches a target account, identifies stakeholders, gathers recent announcements, and drafts a personalized email grounded in your messaging. Reps get multiple options and can pick the strongest one.
How it helps sellers:
- Speeds up quality outreach without losing personalization
- Surfaces similar customer stories to build credibility early
- Helps you scale thoughtful engagement, even with a long prospect list
Deal acceleration
Turn scattered context into a clear plan. Once a deal is in motion, the challenge shifts to maintaining momentum. That requires clarity on next steps, alignment across stakeholders, and sharp competitive positioning.
Three agents support this phase of the cycle.
Deal strategy
A concise, confident plan for what happens next. The deal strategy agent synthesizes CRM activity, call insights, internal discussions, and competitive context into a crisp deal readout. It pulls what matters, recommends actionable next steps, and reflects proven patterns from past wins and losses.
How it helps sellers:
- Gives you a structured summary of deal basics and stakeholders
- Maps differentiators to customer priorities
- Surfaces next steps tied to success criteria
- Keeps teams coordinated with a shareable plan
The deal strategy agent collects the data, interprets the signals, and produces a clear path forward that helps reps move faster.
Competitive brief
Get a one-page view of any competitor in minutes. Competitive positioning often requires hunting through stale docs or scattered notes. The competitive brief agent eliminates that friction. It gathers recent internal insights, compiles focused web research, builds a simple feature comparison, and recommends angles to explore in discovery.
How it helps sellers:
- Captures what’s new and relevant now
- Separates internal insight from public research
- Highlights opportunities and potential risks
- Gives sellers a confident point of view without hours of digging
Intelligent reminders
Deals slow down when follow-ups slip through the cracks. The intelligent reminders agent scans your meetings, messages, emails, and docs to surface open tasks and requests. It organizes action items by confidence and urgency, giving sellers a prioritized checklist of what needs attention.
How it helps sellers:
- Recovers important asks that didn’t make it into your notes
- Reduces risk of missed deadlines and customer frustration
- Helps sellers stay organized across all their tools
Coaching and ramping
Scale manager impact with consistent, actionable guidance. Effective coaching is one of the strongest drivers of performance. But listening to every call isn’t realistic, and new reps often need targeted, timely feedback to adopt core selling practices.
Two agents help teams coach at scale.
Sales call coaching
Get targeted coaching when you need it. The sales call coaching agent evaluates recorded calls against your sales methodology. It identifies strengths, gaps, and risks, then provides clear, transcript-backed recommendations for what to address next.
How it helps sellers:
- Scales thoughtful coaching with consistent guidance
- Highlights missing elements like quantified outcomes or executive involvement
- Suggests clear agenda items for the next meeting
- Shortens ramp time with focused, context-aware feedback
Deal loss insights
Learn from what didn’t land. Understanding why a deal was lost often requires digging through call recordings, internal threads, and inconsistent CRM notes. The deal loss insights agent analyzes the full picture and identifies root causes so teams can learn and adjust.
How it helps sellers:
- Surfaces real drivers of loss, not just CRM selections
- Highlights competitive dynamics and pricing concerns
- Detects patterns across closed-lost opportunities
- Logs findings to a shared tracker for visibility and follow-through
Customer adoption and post-sales
Set new customers up for success from day one. A strong handoff accelerates time to value. A weak one creates confusion, stalls onboarding, and forces CSMs to recreate context that already exists.
Account handoff
Automatically generate a complete, reliable transition document for every new customer. The account handoff agent reviews sales calls, emails, opportunity data, and internal notes to build a structured overview of each new customer. It captures stakeholders, sentiment, obstacles, and recommended next steps, giving AEs and CSMs a shared starting point.
How it helps sellers:
- Makes every handoff clear and repeatable
- Brings together context from across systems
- Surfaces technical, procedural, and relational risks early
- Outlines account-specific next steps to maintain momentum
Jumpstart your AI transformation with practical wins
Sales teams don’t need more theory about AI. They need practical tools that help them prepare, write, coach, and follow through with greater precision. These eight agents show what’s possible when AI works inside your systems and reflects how your teams operate. They help sellers focus on the work that matters: building relationships, delivering insight, and moving deals forward.
And the best part is you don’t have to start from scratch. Each agent is available as a template in Glean’s agent library, ready to use and ready to customize. Pick one, try it, refine it, and you’ll feel the impact quickly.
Great sales teams run on clarity and continuous improvement. These agents help you with both, right where work happens.
Explore the December Drop for more details on this release, or request a demo to see how Glean can support your sales motion!
