Your Entire Sales Process on Autopilot — From Research to Revenue
Most sales teams lose deals between handoffs. 派宝's workflow engine chains 7 automated steps — market research, lead discovery, contact enrichment, social engagement, cold outreach, qualification, and deal closing — with 6 AI agents collaborating seamlessly. Set a trigger once and watch your pipeline fill itself.
Key Capabilities
7-Step Automated Funnel
Define your complete sales process as a 7-step workflow: research → discovery → enrichment → social engagement → outreach → qualification → closing. Each step runs automatically when the previous step completes, with configurable conditions and branching logic.
6-Agent Orchestration
Each workflow step is handled by a specialized AI agent — Leo for prospecting, Marco for outreach and social, Serena for qualification, Orion for closing. The agents pass context to each other seamlessly, so nothing falls through the cracks between stages.
Trigger-Based Automation
Set triggers based on time schedules, CRM events, or external signals. For example: 'Every Monday, research new importers in Germany, enrich their contacts, and start a cold email sequence.' Triggers can be created, updated, or cancelled at any time.
Conditional Branching
Workflows adapt based on results at each step. High-scoring leads skip nurturing and go straight to outreach. Unresponsive prospects get re-routed to social engagement. Qualified leads with large order potential get escalated to human closers immediately.
Scheduled Execution
Workflows can run on recurring schedules — daily prospecting runs, weekly outreach campaigns, or monthly pipeline reviews. The trigger system supports recurring schedules with timezone awareness and blackout periods for holidays.
End-to-End Visibility
Track every lead's journey through the workflow with a visual timeline. See which step each lead is on, where bottlenecks occur, and how long each stage takes. Identify underperforming steps and optimize your funnel based on real conversion data.
How is this service priced?
Because every business has different needs, we scope this together. Book a 30-min call and get a tailored proposal.
Book a 30-min consultationFrequently Asked Questions
What is a 7-step automated sales workflow?
派宝's workflow engine breaks your entire sales process into 7 sequential steps: (1) Market Research — AI analyzes target markets, (2) Lead Discovery — finds potential buyers, (3) Contact Enrichment — adds decision-maker details, (4) Social Engagement — warms up leads on social media, (5) Cold Outreach — sends personalized emails, (6) Qualification — scores and prioritizes responses, (7) Deal Closing — generates quotes and manages negotiations. Each step runs automatically.
How do 6 AI agents work together in a workflow?
Each agent specializes in specific tasks. When a workflow step completes, the output is passed as context to the next agent. For example, Leo discovers 200 leads, enriches them with contact details, and passes the list to Marco. Marco runs social engagement and cold outreach campaigns. Serena qualifies the responses using BANT scoring, and Orion generates quotes for qualified leads. The handoff is automatic and seamless.
Can I customize the workflow steps?
Yes. The 7-step template is a starting point. You can skip steps, reorder them, add conditional branches, or create entirely custom workflows. For example, if you already have a lead list, you can skip discovery and start from enrichment. If social selling isn't relevant to your market, you can bypass that step entirely. Each step's parameters — like email content, scoring thresholds, and trigger conditions — are fully configurable.
What kind of triggers can start a workflow?
Workflows can be triggered by time-based schedules (daily, weekly, monthly), CRM events (new contact added, deal stage changed), or manual activation. You can create, update, and cancel triggers at any time through the dashboard. Advanced triggers support conditions — for example, 'start the Germany workflow only if fewer than 50 active leads exist in that market segment.'
Automate Your Entire Sales Funnel End-to-End
Stop stitching together manual steps. One workflow, 6 AI agents, 7 automated stages — from first research to closed deal.