--- title: "AI Sales Agent" url: "https://kodlo.ai/ai-sales-agent/" date: "2026-09-23" modified: "2026-10-18" description: "AI sales agent for technical sales. Use your product documents to answer questions, write messages, and build offers and decks. Try it free." site: "kodlo" --- # An AI sales agent for technical sales Give your sales team one place to find product answers, research prospects, write messages, and build offers from the documents your engineers already use. It works alongside your team. You review the work and send it. [Try it free](https://app.kodlo.ai/) [See how it works](https://kodlo.ai/ai-sales-agent/#how-it-works) Free plan · no credit card required · no time limit Definition ## What is an AI sales agent? An AI sales agent is software that does sales work alongside a person: researching accounts, answering product questions, drafting technical messages and offers, and keeping pipeline records up to date. It is not a chat window that only answers questions about sales. It works inside your sales workspace and keeps every record, document and message in agent's memory. TWO WAYS TO ONBOARD SALES REP ### Act on their own Months of catalogues, datasheets and price lists before a new salesperson feels safe on a call. Until then, every hard question goes to someone more experienced. And every person on the team answers a little differently. kōdlo is the second kind ### Salesperson answers on its own Upload your catalogues, datasheets and price lists once. Salespeople asks kōdlo and gets the answer with the citation or source it came from. From the same documents, kōdlo helps write messages and build offers. The whole team answers from one source, so everyone sounds equally sure. ## Built for technical sales Salespersons are not engineers, engineers are not salespersons. Non-technical sales teams struggle to work with complex highly engineered products. Engineers know what they develop, but struggle to build a funnel with connected outbound and inbound sales work. kōdlo helps both teams – kōdlo's agents become experts on offerings and technical documentation, industry and market, instantly supporting sales with details engineers don't have time to answer. The problem ## Problems kōdlo solves for technical sales Today ### Sales can't answer a technical question The customer asks about a parameter. Sales asks an engineer. The answer comes two days later. With kōdlo Upload datasheets, manuals and documentation to the Knowledge Hub, scanned PDFs included. The agent answers from them and names the file and section it used. Today ### Market knowledge lives in two people's heads A new salesperson needs half a year to learn the industry. With kōdlo Deep search researches markets and competitors with cited sources and saves the reports to the Knowledge Hub, where the next person finds them. Today ### Offers need both technical and sales input The engineer writes the whole offer because only they know the details, or nobody writes it. With kōdlo The engineer gives the technical data. The agent builds the rest of the document or deck from your documentation and your template. Today ### Documentation is confidential Not everyone in the company should see everything. With kōdlo A private project in the Knowledge Hub stays private, even from workspace admins. There is no way around it. How it works ## How does kōdlo work in a technical sale? ![Load what you know.](https://kodlo.ai/wp-content/uploads/2026/09/kodlo-howitworks-01a-1-scaled.png) Load ### Load what you know. Upload product documentation to the Knowledge Hub: PDF, Word, Excel, PowerPoint, CSV, text. Scanned pages are read with OCR. Group documents into projects and choose which projects a conversation can use. ![Ask like you would ask an engineer.](https://kodlo.ai/wp-content/uploads/2026/09/kodlo-howitworks-02a-1-scaled.png) Ask ### Ask like you would ask an engineer. "What is the operating temperature range of model X, and does it fit an outdoor install in Norway?" The answer comes with numbered footnotes and a Sources list naming each file and section. ![Ask from your own AI tools.](https://kodlo.ai/wp-content/uploads/2026/09/kodlo-howitworks-03a-1-scaled.png) Anywhere ### Ask from your own AI tools. The same agent and context work in Claude, Codex and other AI tools over MCP, with the same access to your workspace. ![Build the offer.](https://kodlo.ai/wp-content/uploads/2026/09/kodlo-howitworks-04a-1-scaled.png) Offer ### Build the offer. An engineer gives the technical details. The agent writes the offer document from your documentation, or builds a deck on a template made from your own PowerPoint file or website. Export to PowerPoint or PDF. Decks are currently in preview. ![Keep the account in one place.](https://kodlo.ai/wp-content/uploads/2026/09/kodlo-howitworks-05b-1-scaled.png) Account ### Keep the account in one place. Contacts, research, offers and follow-up tasks stay together, so the next conversation starts from what already happened. Human In the loop ## The agent asks before it acts kōdlo can add contacts for you, log events, update campaigns and open tasks, but it never does any of that on its own. Every change appears as a card that shows exactly what will be written, and you confirm or discard it. The agent has no way to approve its own proposal. That is how the product is built, not a setting. Proposed change · Log event and open task - **Contact:** Head of Procurement, trade show visitor - **Event:** Asked about model X for an outdoor install in Norway - **Task:** Send the IP66 enclosure datasheet - **Due:** Friday Only a person can press Confirm. It can propose - Create contacts - Log events - Update campaigns - Open tasks - ~~Send~~ kōdlo never sends Trust ## Why the answers can be trusted? When the agent answers from your documents, the list of sources under the answer is assembled by the system from the passages it actually retrieved. It is not written by the model, so it cannot cite a document it did not read. You can open the source and check it before you pass the answer to a customer. ### What kōdlo will not do 1. Promise that every answer is right It shows where each answer came from, so a person can check it. 2. Connect to Google Drive or SharePoint Documents are uploaded directly. 3. Send messages or change records without a click 4. Replace your engineers It saves them from answering the same question twice. Compared ## How an AI sales agent helps technical sales teams share market knowledge Technical sales teams often keep market and competitor knowledge with one or two experienced people. A new salesperson then has to ask for help or start research from scratch. An AI sales agent can make that knowledge searchable, sourced, and reusable. | | Without a shared sales workspace | With kōdlo | | --- | --- | --- | | Researching a market | A salesperson asks a senior colleague or starts the research from scratch. | Deep search researches markets and competitors with cited sources and saves the reports to the Knowledge Hub. | | Onboarding a new salesperson | Industry knowledge stays with a few experienced people, so the new salesperson needs months to build confidence. | The next salesperson can start with the market research, product documents, and previous work already stored in the workspace. | | Checking where an answer came from | Advice is passed from person to person without a clear source. | Cited sources show which document or research supports the answer. | | Using research in a sales conversation | Research notes sit separately from messages, offers, and sales documents. | The same context helps kōdlo draft messages, offers, and pitch decks. | | Keeping knowledge in the team | Important market knowledge remains in individual conversations and memory. | Reports and documents stay available in the Knowledge Hub for the rest of the team. | Questions ## FAQ ### Can an AI sales agent answer technical questions correctly? It can answer from your documentation, and kōdlo shows the file and section behind each answer so a salesperson can check it before replying. The quality of the answer depends on the quality of the documents you upload. ### Can kōdlo answer questions from our product documents? Yes. You can upload PDF, Word, Excel, PowerPoint, CSV, and text files to the Knowledge Hub. Scanned pages can also be read with text recognition. The agent answers from the documents selected for the conversation and names the file and section it used. ### Who can see our documentation? Documents in a private project are visible only to the person who created them until they choose to share. Workspace owners and admins cannot open, rename or delete them. ### How does kōdlo work with salespeople and engineers? Salespeople can use kōdlo to find product and market information without asking an engineer to repeat the same answer each time. Engineers still provide technical input and source documents when needed, while the salesperson checks the final response and decides what to send. ### Can I try kōdlo before paying? Yes. kōdlo has a Free plan with no credit card required and no time limit, so you can try the agent before you pay. [See pricing](https://kodlo.ai/pricing/) ### What is an AI sales agent? An AI sales agent is software that works alongside a salesperson. It can research companies and markets, answer product questions from your documents, draft technical messages, and help create sales offers and pitch decks. With kōdlo, this work stays in one sales workspace, and you check the result before sending or sharing it. [Single agent vs multi-agent AI sales tools](https://kodlo.ai/blog/single-agent-vs-multi-agent-ai-sales-tools/) ### How does an AI sales agent help technical sales teams? It gives salespeople a way to find answers without sending every technical question to an engineer. kōdlo uses product documentation and cited market research to support customer conversations, messages, offers, and decks. ### How does kōdlo help a new salesperson learn the market? Deep search researches markets and competitors with cited sources and saves the reports to the Knowledge Hub. The next salesperson can find that research instead of relying on knowledge held by one or two experienced colleagues or repeating the same work. [See sales intelligence](https://kodlo.ai/sales-intelligence/) ### Can an AI sales agent write technical sales messages and offers? Yes. From your product documents, templates, and shared context, kōdlo can help write messages, sales offers, and pitch decks. A person checks the work and sends or shares the final version. ### Is an AI sales agent the same as an AI SDR? Not exactly. An AI SDR usually focuses on prospecting and outreach. kōdlo covers more of the technical sales process, including finding prospects, researching markets, answering product questions, drafting messages, and building offers and decks in one workspace [Do AI SDRs actually work?](https://kodlo.ai/blog/best-gtm-tools-in-2026-comparison-pricing/) [Still unsure? Ask us](https://kodlo.ai/ai-sales-agent/#contact) Try it FREE ## Sell complex products with the context in one place Upload your catalogues, datasheets, and price lists. kōdlo helps your team answer technical questions, research markets, and build messages, offers, and decks from the same source. [Try it free](https://app.kodlo.ai/) PDF · DOCX · XLSX · CSV · TXT · MD · PPTX Free plan · no credit card required · no time limit ## Other ways teams use kōdlo - [Account research for sales teams](https://kodlo.ai/sales-intelligence/) - [AI prospecting for SaaS builders](https://kodlo.ai/ai-prospecting/) - [How to use AI for sales prospecting](https://kodlo.ai/blog/how-to-use-ai-for-sales-prospecting/)