The AI sales agent

Meet Ambi. It does the CRM work, so your team can sell.

Ambi is the AI agent built into the Ambi CRM. It answers questions about your pipeline, coaches each deal, runs outreach, drafts quotes and SOWs, and chases people, and nothing is sent without a person approving it.

Ask in plain words. Get the answer and the next action.

Which deals are slipping, who owes you a reply, what was agreed on Tuesday's call. Ambi answers from your deals, threads and meetings, and offers to draft the email or create the task while you're there.

Which deals are slipping this month?
Ambi
Three deals close this month with no reply in over a week:
  • Pinecone Foods · Demand Forecasting, $64,000, 9 days quiet
  • Harbor Health · Patient Flow, $85,000, close date passed
  • Bluefin Shipping · Port Ops, $36,000, no next step
Who hasn't replied to me this week?
Ambi
Three people owe you a reply:
  • Paul Adeyemi, Orbit Telecom, 6 days
  • Tom Becker, Pinecone Foods, 5 days
  • Ivy Tran, Bluefin Shipping, 4 days
Follow-ups are drafted for all three.
Draft a follow-up to Priya at Northwind
Ambi
Hi Priya, thanks again for Tuesday. The order form for $48,000 is attached, and I've held 15 Nov for the kickoff with Elena. Anything else you need from us before signing?
Rahul

One agent, four shifts.

The same Ambi, doing a different job at a different hour of the sales day.

  1. All day
    Ambi Sales

    A deal coach on every deal

    Reads the threads and meetings on each deal and tells the owner what to do next.

    • Next step and risks for each deal, from the conversation
    • Stage moves suggested with the customer's own words
    • Similar past deals: what won, how long it took
  2. 14:30
    Ambi Outreach

    Prospecting, sequences and reply labels

    Finds the companies and people you describe and runs the campaign once you approve it.

    • Company research and verified work emails
    • Sequences written in your voice
    • Replies labelled: interested, not now, wrong person, unsubscribe
  3. On request
    Ambi Pre-Sales

    Quotes and SOWs from the deal's email

    Drafts the scope, timeline and commercials from what the customer asked for in the thread.

    • Scope pulled from the conversation
    • Built from your past SOWs and pricing
    • Owner reviews and approves before it goes out
  4. 18:05
    Ambi Chief of Staff

    Chases people so you don't have to

    Follows up with your team on what they owe, books meetings and keeps the week on track.

    • Chases overdue updates and promises
    • Books meetings around everyone's calendar
    • Weekly pulse, and won deals handed over to delivery

You stay in control.

Three rules Ambi never breaks, at any hour.

  1. 01

    Nothing is sent without approval.

    Emails, follow-ups and campaigns wait for a person. Auto-send is a switch you turn on per campaign, never a default.

  2. 02

    Every update shows its source.

    Each change links to the quote it came from, and can be undone.

  3. 03

    Your mailbox is yours.

    Ambi reads only what each person connects, and never HR, payroll or password mail.

Ambi vs Salesforce Agentforce

Both put an AI agent in front of your sales data. They start from different places.

TopicAmbiSalesforce Agentforce
SetupEach person connects their mailbox; Ambi starts the same day.Agents are configured in Agent Builder; implementations are reported to take weeks to months.
Data it needsYour team's email and meetings.Clean Salesforce data, often with Data Cloud.
PricingUsage-based; no per-seat licence.Per conversation (about $2) or Flex Credits, on top of Salesforce licences. Salesforce pricing, as of Oct 2026.
Works without SalesforceYesNo

Based on Salesforce's public information as of Oct 2026. Check Salesforce's site for current terms.

Questions

Does Ambi send emails on its own?

No. Ambi drafts; a person approves every email before it is sent. Campaigns wait for approval too unless you switch on auto-send for that campaign.

How do I know an update is right?

Every change Ambi makes to a deal shows the sentence from the email or meeting it came from, and can be undone.

Can Ambi read everyone's mailbox?

No. Each person connects their own mailbox, and nobody else, not even an admin, can read it. HR, payroll and password mail is locked and never read by the AI.

What does Ambi cost?

Pricing is usage-based, with no per-seat licence. We walk you through it on the demo.

Watch Ambi work on your own deals.

Thirty minutes. We connect a test mailbox, run Ambi on real threads and show you what it would have done this week.

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