AI Agents
Your AI revenue squad,
built inside Salesforce
Nine AI agents that read your Salesforce data in real time and tell your reps exactly what to do next, before the window closes. No new tool, no data leaving your CRM.
Nine agents. One revenue team.
Every agent works on the data EverReady already captures. No copy-paste, no new tool, no change management.
Field Autofill agent
Keeps Salesforce fields up to date automatically, from the conversations reps already have.
Opportunity AutofillContact Roles Agent
Attaches contacts to the right opportunity with the correct role, no manual tagging.
Opportunity AutofillActivity Relink Agent
Finds past activities and reattaches them to the opportunity they belong to.
Deal AnalysisMEDDPICC® Execution Agent
Fills and updates MEDDPICC® from every interaction, flags qualification gaps.
Deal AnalysisDeal Summary Agent
Turns any opportunity into a clear, readable summary in seconds.
Deal AnalysisDeal Timeline Agent
Visually reconstructs the full history of exchanges and engagement.
Next MoveMeeting Prep Agent
Preps reps ahead of every call with the key points and questions.
Next MoveFollow-Up Email Agent
Drafts the follow-up email with agreed next steps, ready to send.
Next MoveContact Finder Agent
Surfaces new prospects with verified professional contact details.
How it works
From CRM signal to
revenue impact
Every agent follows the same simple logic, running continuously on your live Salesforce data.
Signal
Agents monitor your Salesforce fields continuously, watching for the changes that matter.
Intelligence
They read the patterns a dashboard would miss, from stalled stages to fading champions.
Recommendation
Each agent surfaces the next best action, with the timing to act on it.
Impact
Your reps act inside Salesforce and the revenue KPIs move: win rate, forecast accuracy and cycle time.
Salesforce-native
Native, not
bolted on
Your agents run where your data already lives, so there is nothing to export and nothing new to adopt.
Runs inside Salesforce
Agents work on the data already in your CRM. No export, no second platform, no context switching.
Your data never leaves
Everything stays within your Salesforce security, profiles and sharing rules. Built for GDPR-regulated teams.
Zero change management
Insights appear in the Salesforce views your reps already use, so there is no new tool to adopt.
Your agents. Your rules. No black box.
Every agent ships with a working configuration on day one. Then you make it yours: rewrite the prompt, feed it your context, set the output language, decide who it runs for and what it is allowed to write back to Salesforce.
MEDDPICC® Qualifier
Deal intelligenceReads captured emails, meetings and calls, then keeps the eight MEDDPICC® fields current on every open opportunity.
Instructions
Role. You qualify B2B opportunities using MEDDPICC®.
Sources. Use only captured activity on {{Opportunity.Id}}
and its related contacts. Never infer from the account
name alone.
For each element return the evidence, the source
activity and a confidence score:
Metrics · Economic Buyer · Decision Criteria
Decision Process · Paper Process · Identified Pain
Champion · Competition
Rules.
- Quote the customer, do not paraphrase the rep.
- Leave a field empty rather than guessing.
- Flag any element with no evidence in {{Config.StaleDays}} days.
- Write in {{Output.Language}}.
Start from the EverReady library prompt, fork it, or write your own. Nothing is locked.
Merge fields
Prompts are versioned. Compare any two versions side by side and roll back in one click.
Knowledge the agent reads before it writes
Overrides
Context is inherited, not duplicated. Update a battlecard once and every agent that uses it picks up the change on the next run.
Output language
Analysis and output are separate. The agent reads a call in Italian and writes the field in English if that is what you asked for.
Enabled languages
Never translate
Your terminology stays intact in every language. Picklist values are written back with the exact API name Salesforce expects.
Records this agent runs on
Anything you can express as a Salesforce filter, you can express here. Nothing runs outside the perimeter you draw.
Who sees it and who can change it
When the agent runs
Edge cases, already handled
Confidence threshold for writing to Salesforce
Above the threshold the agent writes the field. Below it, the finding goes to a review queue with its evidence attached.
Privacy and data handling
Version history and rollback
Every prompt and setting change is stamped with who, what and when. Compare two versions, restore any of them in one click.
Test before you ship
Run a draft prompt against ten real opportunities and read the output side by side with the current version. Publish only when it wins.
Field mapping you control
Send any output to any field, standard or custom. Rename it, split it across objects, or keep it read only in the EverReady panel.
Full audit trail
Every value written to the CRM keeps its source activity, its confidence score and its timestamp. Your auditors get an answer, not a shrug.
Usage you can see
Runs per agent, per team, per month. Adoption, coverage and cost in one view, so you know which agents earn their place.
Multi org and multi team
Clone a full configuration to another business unit, keep the parts that are global, override the parts that are local.
See the console on your own pipeline
Thirty minutes with a RevOps engineer. We configure one agent on your data and you keep the output.
FAQ
Frequently asked
questions
Setup, timing, requirements and how EverReady compares to Einstein and Agentforce.
Do AI agents for Salesforce require a separate tool or platform?
No. EverReady agents deploy natively inside Salesforce. There is no external platform, no data migration and no change management. They run on the data already in your CRM.
How long does it take to deploy AI agents in Salesforce?
A baseline runs in about 30 days, with full deployment of the agent set typically reached in 60 to 90 days as your data maturity improves.
What is the minimum Salesforce edition required?
Professional edition and above. Enterprise is recommended where advanced field history is needed for the forecast and risk agents.
What if our CRM data quality is low?
That is the expected starting point. Foundational agents like activity capture and enrichment raise your data quality progressively, which unlocks the more advanced agents.
How is EverReady different from Salesforce Einstein or Agentforce?
EverReady runs on the Salesforce platform and is compatible with Einstein and Agentforce. The difference is a library of pre-built, revenue-specific agents plus a data-maturity framework, so you get value with no custom development.
Do the agents replace my reps or my process?
No. The agents read your CRM in real time and surface exactly what needs to happen next. Your reps stay in control and close the deals.
See your AI agents in action
Book a demo and we will map the right agents to your Salesforce data, your team and your pipeline.
Book a demo