RevOps Agents

The revenue you’re missing is already in your customer list.

AI agents that reply to every inquiry, notice when good customers go quiet, suggest the right add-ons, and keep your catalog complete — with your reps approving what goes out.

Book a working sessionFind your top 3 agents (3 min)

Where revenue leaks

Sales teams at your size spend their day on the urgent, not the valuable.

Reps quote, chase orders and answer “where’s my shipment?” The follow-up on the Sunday-night inquiry, the check-in with the customer who’s three weeks late on their usual order, the suggestion to add the matching part — those happen when someone remembers.

Your ERP already knows who buys what and how often. Nobody has time to read it. Agents do.

How the RevOps agents hand work to each otherCatalogCatalog & PIM AgentNew accountsSales Outreach AgentInquiryInbound Sales AgentQuote & first orderQuote-to-Cash Agent(supply chain)Repeat ordersUpsell & Cross-sell AgentQuiet accountReactivation Agentback into the reorder cycle
Agents share one record of every customer, so a reply, a quote and a reorder all know the same history.

Five agents that work your revenue.

Each one does a single job inside the systems you already run, asks before anything outside your rules, and gets measured from the first week.

Inbound Sales Agent (Lead-to-Quote)

Answers every inbound inquiry fast, qualifies it, and hands your rep a quote-ready opportunity.

Starts when: Web form, email inquiry, marketplace message or RFQ.

Works in

  • Your CRM
  • Website forms
  • Shared inboxes
  • Shopify
  • Amazon messages

What it does

  • Replies within minutes with real answers from your catalog and spec sheets
  • Asks the qualifying questions your best rep would ask
  • Looks up the company and any past orders
  • Books the rep call or passes the RFQ to the Quote-to-Cash Agent
  • Logs everything in your CRM

Where it asks you first

  • Pricing outside published lists
  • Custom or engineered-to-order requests

What we measure from day one

  • Time to first reply
  • Inquiries qualified
  • Inquiry-to-quote rate
Walk through one job

A Sunday-night web inquiry

Contact form

“Do you stock 316 stainless in 2" schedule 40? Need ~400 ft monthly.”

  1. Replies within minutes: yes, stocked in 20 ft lengths; asks delivery zip, cut-to-length needs and timing.
  2. Buyer answers. Agent finds the company placed two small orders in 2024 under a different contact.
  3. Creates the opportunity with history, volume and requirements filled in.
  4. YouRep opens it Monday with a quote draft already waiting.

What happenedThe first reply went out Sunday night, not Monday afternoon.

Illustrative example. Your rules, thresholds and systems decide what the agent does.

Sales Outreach Agent

Researches the accounts you want and drafts outreach your reps would actually send.

Starts when: A target list, a trade-show list, or an account showing buying signals.

Works in

  • Your CRM
  • Outlook & Gmail

What it does

  • Researches each account and the right contact
  • Drafts a short, specific first message
  • Builds the follow-up sequence
  • Queues every send for a rep’s approval
  • Logs every touch

Where it asks you first

  • Every first send — until you say otherwise

What we measure from day one

  • Accounts researched
  • Reply rate
  • Meetings booked
Walk through one job

A trade-show badge scan list

CSV

“212 badge scans from a packaging expo.”

  1. Removes existing customers and competitors; 141 remain.
  2. Ranks them by fit with your best 20 customers.
  3. Drafts first messages that mention what each company makes and the booth conversation notes.
  4. YouRep edits 6, approves the rest in one sitting.

What happenedEvery lead got a relevant follow-up within 48 hours of the show.

Illustrative example. Your rules, thresholds and systems decide what the agent does.

Reactivation Agent

Spots customers who’ve gone quiet on their usual reorder cycle and reaches out before they’re gone.

Starts when: A customer passes their normal reorder window.

Works in

  • NetSuite
  • Acumatica
  • Sage
  • Odoo
  • QuickBooks
  • Zoho
  • Shopify
  • Your CRM

What it does

  • Learns each customer’s normal ordering rhythm from order history
  • Flags accounts that are late against their own pattern
  • Drafts a personal check-in with a suggested reorder
  • Hands warm replies to the rep
  • Reports revenue that came back

Where it asks you first

  • Any discount offer
  • Key accounts — the rep sends personally

What we measure from day one

  • Accounts flagged
  • Accounts reactivated
  • Reactivated revenue
Walk through one job

A customer who used to order every 5 weeks

Order history

“Last order eleven weeks ago. Normal cycle: every five or six weeks.”

  1. Flags the account and checks for open quotes, complaints or credit issues — none.
  2. Drafts a check-in from the rep with the last order pre-filled as a one-click reorder.
  3. YouRep approves.
  4. Customer replies: switched suppliers on one line over lead time. Agent routes it to the rep with the line and the lead-time history.

What happenedYou learned why, while the account was still saveable.

Illustrative example. Your rules, thresholds and systems decide what the agent does.

Upsell & Cross-sell Agent

Finds customers who buy A but never B, and suggests the right add-on at quote and reorder time.

Starts when: A quote, a reorder or a monthly review.

Works in

  • Your ERP order history
  • Your CRM
  • Shopify

What it does

  • Maps what similar customers buy together
  • Flags gaps per account
  • Suggests add-ons on quotes and reorder emails
  • Gives reps a short list per account

Where it asks you first

  • Any pricing change
  • Messages to key accounts

What we measure from day one

  • Add-on lines quoted
  • Attach rate
  • Share of wallet by account
Walk through one job

A distributor of fasteners and anchors

Account review

“Customer buys anchors every month, never the matching bits.”

  1. Finds 38 accounts with the same gap.
  2. Adds a one-line suggestion to their next reorder confirmation.
  3. YouSales manager approves the wording once.

What happenedEvery reorder now carries a relevant suggestion, without reps remembering to make it.

Illustrative example. Your rules, thresholds and systems decide what the agent does.

Product Catalog & PIM Agent

Turns supplier spec sheets into clean, complete product listings across your website and marketplaces.

Starts when: New items, supplier updates, or listings missing data.

Works in

  • Shopify
  • Amazon
  • Spreadsheets
  • Your ERP item master

What it does

  • Extracts attributes from spec sheets and PDFs
  • Normalises units, naming and categories
  • Writes descriptions in your house style
  • Pushes approved listings to Shopify, Amazon and your site
  • Flags missing images, specs or compliance data

Where it asks you first

  • Claims about safety, compliance or certifications
  • Price fields

What we measure from day one

  • Listings completed
  • Missing attributes
  • Time from new item to live listing
Walk through one job

180 new SKUs from a supplier’s PDF catalog

PDF

“64-page supplier catalog, mixed metric and imperial.”

  1. Extracts 180 items with 22 attributes each.
  2. Normalises to your units and naming; flags 9 items missing load ratings.
  3. Drafts titles and descriptions in your style.
  4. YouMerchandiser approves in batches of 20.

What happenedNew items went live as one batch instead of trickling out over a month.

Illustrative example. Your rules, thresholds and systems decide what the agent does.

More revenue agents.

Built on the same layer, reading the same customer record, so the second agent starts from what the first one already knows about the account.

Loyalty & Retention Agent

Runs tiering, rebate tracking and win-back, and warns you when a good account starts slipping.

  • Your ERP order history
  • Your CRM
  • Shopify

Marketing Content Agent

Drafts product announcements, campaign emails and case-for-change content from your ERP and catalog data — for your approval.

  • Your ERP and catalog
  • Your CRM or email tool
  • Shopify

Pairs with the Quote-to-Cash Agent and Customer Service Agent on the supply chain side — the quote your rep sends and the order it turns into are the same job, picked up by the next agent.

Revenue you can trace back to an agent.

Every reactivated account, add-on line and inquiry the agent handled is tagged in your CRM, so the revenue report shows what came from where. The per-outcome fee is tied to the same tags.

Inbound Sales Agent (Lead-to-Quote)
  • Time to first reply
  • Inquiries qualified
  • Inquiry-to-quote rate
Sales Outreach Agent
  • Accounts researched
  • Reply rate
  • Meetings booked
Reactivation Agent
  • Accounts flagged
  • Accounts reactivated
  • Reactivated revenue
Upsell & Cross-sell Agent
  • Add-on lines quoted
  • Attach rate
  • Share of wallet by account
Product Catalog & PIM Agent
  • Listings completed
  • Missing attributes
  • Time from new item to live listing

Measure names, not results. The numbers that go next to them are your own, read out of your own systems.

Every agent starts in shadow mode.

For the first stretch it watches the work and drafts what it would do, while your team keeps doing the job. You compare its drafts to what your people actually did.

It only starts acting when you say so — and only on the kinds of work it has proven it gets right. Anything above a limit you set (a dollar amount, a new customer, a price change) still comes to a person.

Where the agent stops and asks.

Agreed with you before the build, written into configuration you can change, and visible in the log afterwards.

The agent does on its own (once proven)It asks a person first
Inbound repliesProduct, stock and spec answers from your catalogCustom pricing, engineered-to-order requests
OutreachResearch and draftsEvery first send until you say otherwise
ReactivationFlagging and drafting check-insDiscounts; anything to key accounts
UpsellSuggestions on reorder confirmationsPrice changes
CatalogAttributes, units and descriptionsSafety, compliance or certification claims; prices

Two parts: build, then outcomes.

You pay to build the agent, then you pay for the work it finishes.

1. Build fee

A one-time build fee: connecting to your CRM, ERP and inboxes, learning your products, your pricing rules and your rep’s voice, and running shadow mode until you’re confident.

2. Per-outcome fee

After the build, you pay per unit of work the agent actually completes. The unit is agreed up front and it is something you can count.

AgentYou pay per
Inbound Sales Agentper inquiry qualified
Sales Outreach Agentper account researched and drafted
Reactivation Agentper account reactivated — an order placed
Upsell & Cross-sell Agentper add-on line accepted
Product Catalog & PIM Agentper listing completed
  • We agree what counts as “done” before we build.
  • Work a person has to redo doesn’t count.
  • No numbers here because every business’s volumes are different — we price it in the first working session.
How it's built (for your IT lead)

Your CRM stays the record

Every touch, draft and reply is logged there, so your pipeline is right without a rep updating it. If you don’t have a CRM, we can keep a simple one in a shared sheet until you do.

Order rhythm is computed, not guessed

Each customer’s normal reorder window comes out of your ERP order history, per account, so a customer who buys monthly and one who buys twice a year are judged against their own pattern.

Drafts come from your own writing

Outreach and check-ins are written from your rep’s past emails and your product data, then queued for approval. The voice is the one your customers already know.

Catalog updates go through the real APIs

Marketplace and web listings are written through Shopify and Amazon’s own APIs with a review step, so nothing reaches a live product page before a person has seen it.

Email sending plays by the rules

Unsubscribes and your sending limits are respected, and outreach goes from your own domain — never a shared bulk sender.

Built around your process, not a template

The scaffolding underneath is shared — connections, logging, approval handling, the test harness. The part that decides what to do is written for your products, your pricing rules and your accounts, so you are not reshaping how you sell to fit someone else’s defaults.

Works in the systems you already run

  • NetSuite
  • Acumatica
  • Sage
  • Odoo
  • QuickBooks
  • Xero
  • Zoho
  • Shopify
  • Amazon
  • EDI
  • WMS
  • Outlook & Gmail
  • Spreadsheets

Plus bespoke and legacy systems — if your team can log into it, we can usually work with it.

What you are actually agreeing to

  • Least-privilege access

    Each agent gets its own scoped login with only the permissions its job needs. No shared admin accounts.

  • Every action logged, your limits enforced

    Each action is recorded with what the agent saw and why it acted. You set the approval thresholds — dollar amounts, new customers, price changes.

  • Your data stays yours

    We never use your data to train models. NDAs are standard on every engagement.

Questions & Answers

FAQs

Messages go out from your rep, under your rep’s name, in your rep’s voice, after your rep approves them. Nothing is sent from a generic address or a bulk sender. How you disclose the use of AI is your policy, not ours — we will help you write it and then follow it.

No, and it is often where the first visible win comes from. The agents log every inquiry, reply and check-in as they work, so the pipeline is current without a rep typing it up at the end of the week. If you have no CRM at all, we start with a simple shared record and move it into one when you are ready.

It learns each customer’s own ordering rhythm from your order history — a customer who buys every few weeks and one who buys twice a year are judged against their own pattern, not against a single rule for everyone. Before it drafts anything it checks for an open quote, a complaint or a credit hold, so you are not chasing an account that is already being handled.

Yes — from your spec sheets and your item master, in your house style, with units and naming normalised to match the rest of your catalog. Anything that reads like a safety, compliance or certification claim is held back for a person, and so are price fields. Listings go live through the marketplace’s own API after your review.

No. It is the follow-up, research and admin your reps never get to: the inquiry that came in on a Sunday, the account that quietly stopped ordering, the add-on nobody remembered to offer. Relationships, negotiation and judgement stay with people.

Find the customers who already want to buy again.

Bring your order history and a week of inquiries to a working session. You’ll leave with a plain answer on which agent is worth building first, and what it would be measured on.

Book a working sessionFind your top 3 agents (3 min)