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.
Free plan · no credit card required · no time limit
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
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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.
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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.
Problems kōdlo solves for technical sales
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01 Today
Sales can't answer a technical question
The customer asks about a parameter. Sales asks an engineer. The answer comes two days later.
01 With kōdloUpload datasheets, manuals and documentation to the Knowledge Hub, scanned PDFs included. The agent answers from them and names the file and section it used.
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02 Today
Market knowledge lives in two people's heads
A new salesperson needs half a year to learn the industry.
02 With kōdloDeep search researches markets and competitors with cited sources and saves the reports to the Knowledge Hub, where the next person finds them.
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03 Today
Offers need both technical and sales input
The engineer writes the whole offer because only they know the details, or nobody writes it.
03 With kōdloThe engineer gives the technical data. The agent builds the rest of the document or deck from your documentation and your template.
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04 Today
Documentation is confidential
Not everyone in the company should see everything.
04 With kōdloA private project in the Knowledge Hub stays private, even from workspace admins. There is no way around it.
How does kōdlo work in a technical sale?
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01 LoadLoad 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.
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02 AskAsk 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.
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03 AnywhereAsk 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.
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04 OfferBuild 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.
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05 AccountKeep the account in one place.
Contacts, research, offers and follow-up tasks stay together, so the next conversation starts from what already happened.
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.
- 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
- Create contacts
- Log events
- Update campaigns
- Open tasks
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Sendkōdlo never sends
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
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01
Promise that every answer is right
It shows where each answer came from, so a person can check it.
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02
Connect to Google Drive or SharePoint
Documents are uploaded directly.
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03
Send messages or change records without a click
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04
Replace your engineers
It saves them from answering the same question twice.
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 | ||
|---|---|---|---|
| 01 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. | |
| 02 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. | |
| 03 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. | |
| 04 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. | |
| 05 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. |
FAQ
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.
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.
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.
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.
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 pricingAn 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 toolsIt 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.
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 intelligenceYes. 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.
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?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.
