# Sales Agents

## Lead Management & Insights Agents

### Lead Scoring

The Lead Scoring agent in Maya AI Copilot for Sales helps sales professionals prioritize leads based on their likelihood to convert. This tool is perfect for sales teams looking to focus their efforts on the most promising opportunities.

**What does the Lead Scoring agent do?**\
This tool allows you to score leads based on their engagement data, firmographic information, and behavioral signals. With only a few inputs, the Lead Scoring agent uses AI to provide numerical scores that indicate each lead's potential value and readiness to purchase.

**How to Use the Lead Scoring agent**

**Step 1: Accessing the Tool**\
Navigate to the Maya AI Copilot tools dashboard.\
Click on the Lead Scoring tool to open it.

**Step 2: Input Information**\
On the Lead Scoring page, you will see prompts to enter details such as:

* **Lead Data** (e.g., Names, Company information, Contact details)
* **Engagement Metrics** (e.g., Email opens, Website visits, Content downloads)
* **Firmographic Information** (e.g., Industry, Company size, Annual revenue)

**Step 3: Generate Lead Scores**\
After entering the necessary information, click the Generate button.\
The AI will process your inputs and provide numerical scores for each lead, which will be displayed below the Generate button.

**Step 4: Reviewing and Refining Results**\
If the initial scores don't align with your expectations, click the Regenerate button to receive alternative scoring based on adjusted criteria.

**Step 5: Saving and Exporting**\
You can Copy the lead scores or Export them as a PDF for future use or distribution among your sales team.

**Step 6: Returning to the Dashboard**\
Click the Dashboard button at the top to return to the main tools page.

The Lead Scoring agent is an essential tool for sales professionals seeking to maximize efficiency by focusing on the leads most likely to convert.

### ICP Targeting

The ICP Targeting agent in Maya AI Copilot for Sales helps sales teams identify leads that match their Ideal Customer Profile. This tool is perfect for sales professionals looking to find prospects that closely align with their most successful customers.

**What does the ICP Targeting agent do?**\
This tool allows you to identify leads that match your defined Ideal Customer Profile parameters. With only a few inputs, the ICP Targeting agent uses AI to filter and prioritize leads that most closely resemble your ideal customers.

**How to Use the ICP Targeting agent**

**Step 1: Accessing the Tool**\
Navigate to the Maya AI Copilot tools dashboard.\
Click on the ICP Targeting tool to open it.

**Step 2: Input Information**\
On the ICP Targeting page, you will see prompts to enter details such as:

* **ICP Parameters** (e.g., Industry, Company size, Technology stack)
* **Lead Data** (e.g., List of potential leads and their characteristics)
* **Success Criteria** (e.g., What defines an ideal customer for your business)

**Step 3: Generate ICP Matches**\
After entering the necessary information, click the Generate button.\
The AI will process your inputs and provide a list of leads that match your ICP, which will be displayed below the Generate button.

**Step 4: Reviewing and Refining Results**\
If the initial suggestions aren't suitable, click the Regenerate button to receive alternative matches based on adjusted criteria.

**Step 5: Saving and Exporting**\
You can Copy the matched leads or Export them as a PDF for future use or distribution among your sales team.

**Step 6: Returning to the Dashboard**\
Click the Dashboard button at the top to return to the main tools page.

The ICP Targeting agent is an essential tool for sales professionals seeking to focus their efforts on prospects that are most likely to become valuable customers.

### Engagement Insights

The Engagement Insights agent in Maya AI Copilot for Sales helps sales professionals analyze interactions with leads to identify patterns and opportunities. This tool is perfect for sales teams looking to understand how their prospects engage with their content and communications.

**What does the Engagement Insights agent do?**\
This tool allows you to gain insights into lead interactions across various touchpoints. With only a few inputs, the Engagement Insights agent uses AI to analyze engagement patterns and provide actionable recommendations.

**How to Use the Engagement Insights agent**

**Step 1: Accessing the Tool**\
Navigate to the Maya AI Copilot tools dashboard.\
Click on the Engagement Insights tool to open it.

**Step 2: Input Information**\
On the Engagement Insights page, you will see prompts to enter details such as:

* **Activity Logs** (e.g., Email interactions, Website visits, Content downloads)
* **Timeframe** (e.g., Last 30 days, Last quarter)
* **Lead Information** (e.g., Basic lead details for context)

**Step 3: Generate Insights**\
After entering the necessary information, click the Generate button.\
The AI will process your inputs and provide engagement insights, which will be displayed below the Generate button.

**Step 4: Reviewing and Refining Results**\
If the initial insights aren't specific enough, click the Regenerate button to receive alternative analysis based on different perspectives.

**Step 5: Saving and Exporting**\
You can Copy the engagement insights or Export them as a PDF for future use or sharing with your team.

**Step 6: Returning to the Dashboard**\
Click the Dashboard button at the top to return to the main tools page.

The Engagement Insights agent is an essential tool for sales professionals seeking to understand lead behavior and optimize their engagement strategies.

### Intent Analysis

The Intent Analysis agent in Maya AI Copilot for Sales helps sales professionals understand the buying intentions of their leads. This tool is perfect for sales teams looking to identify which prospects are actively considering a purchase.

**What does the Intent Analysis agent do?**\
This tool allows you to analyze behavioral signals and interaction data to determine a lead's purchase intent. With only a few inputs, the Intent Analysis agent uses AI to evaluate lead actions and provide insights about their position in the buying journey.

**How to Use the Intent Analysis agent**

**Step 1: Accessing the Tool**\
Navigate to the Maya AI Copilot tools dashboard.\
Click on the Intent Analysis tool to open it.

**Step 2: Input Information**\
On the Intent Analysis page, you will see prompts to enter details such as:

* **Customer Signals** (e.g., Website behavior, Content engagement, Search queries)
* **Lead Details** (e.g., Previous interactions, Communication history)
* **Timeline** (e.g., Recent activities within a specific timeframe)

**Step 3: Generate Intent Analysis**\
After entering the necessary information, click the Generate button.\
The AI will process your inputs and provide an intent analysis for each lead, which will be displayed below the Generate button.

**Step 4: Reviewing and Refining Results**\
If the initial analysis doesn't provide enough clarity, click the Regenerate button to receive alternative insights based on different signal weightings.

**Step 5: Saving and Exporting**\
You can Copy the intent analysis or Export it as a PDF for future reference or sharing with your team.

**Step 6: Returning to the Dashboard**\
Click the Dashboard button at the top to return to the main tools page.

The Intent Analysis agent is an essential tool for sales professionals seeking to prioritize leads based on their readiness to purchase.

## Outreach & Engagement Agents

### Cold Email Personalization

The Cold Email Personalization agent in Maya AI Copilot for Sales helps sales professionals create personalized cold emails that generate higher response rates. This tool is perfect for sales teams looking to make meaningful first connections with potential clients.

**What does the Cold Email Personalization agent do?**\
This tool allows you to generate highly personalized cold emails based on lead information and context. With only a few inputs, the Cold Email Personalization agent uses AI to craft emails that resonate with the recipient's specific situation and interests.

**How to Use the Cold Email Personalization agent**

**Step 1: Accessing the Tool**\
Navigate to the Maya AI Copilot tools dashboard.\
Click on the Cold Email Personalization tool to open it.

**Step 2: Input Information**\
On the Cold Email Personalization page, you will see prompts to enter details such as:

* **Lead Name and Role** (e.g., John Smith, CTO)
* **Company Information** (e.g., Industry, Size, Recent news)
* **Contextual Details** (e.g., LinkedIn activity, Website content, Recent publications)

**Step 3: Generate Personalized Email**\
After entering the necessary information, click the Generate button.\
The AI will process your inputs and provide a personalized cold email, which will be displayed below the Generate button.

**Step 4: Reviewing and Refining Results**\
If the initial email doesn't match your desired tone or approach, click the Regenerate button to receive alternative versions.

**Step 5: Saving and Exporting**\
You can Copy the email or Export it as a PDF for future use or reference.

**Step 6: Returning to the Dashboard**\
Click the Dashboard button at the top to return to the main tools page.

The Cold Email Personalization agent is an essential tool for sales professionals seeking to create meaningful first impressions with potential clients through personalized communication.

### Follow-Up Cadences

The Follow-Up Cadences agent in Maya AI Copilot for Sales helps sales professionals create effective sequences of follow-up messages. This tool is perfect for sales teams looking to nurture leads systematically without missing opportunities or being too pushy.

**What does the Follow-Up Cadences agent do?**\
This tool allows you to generate a series of follow-up messages tailored to a lead's specific situation and stage in the buying journey. With only a few inputs, the Follow-Up Cadences agent uses AI to craft a sequence of communications with appropriate timing and content progression.

**How to Use the Follow-Up Cadences agent**

**Step 1: Accessing the Tool**\
Navigate to the Maya AI Copilot tools dashboard.\
Click on the Follow-Up Cadences tool to open it.

**Step 2: Input Information**\
On the Follow-Up Cadences page, you will see prompts to enter details such as:

* **Lead Name and Information** (e.g., Title, Company, Industry)
* **Current Stage** (e.g., Post-demo, Proposal sent, Initial meeting)
* **Previous Interactions** (e.g., What has been discussed, Expressed interests)

**Step 3: Generate Follow-Up Sequence**\
After entering the necessary information, click the Generate button.\
The AI will process your inputs and provide a sequence of follow-up messages with timing recommendations, which will be displayed below the Generate button.

**Step 4: Reviewing and Refining Results**\
If the initial sequence doesn't match your sales approach, click the Regenerate button to receive alternative cadences.

**Step 5: Saving and Exporting**\
You can Copy the follow-up sequence or Export it as a PDF for implementation in your sales process.

**Step 6: Returning to the Dashboard**\
Click the Dashboard button at the top to return to the main tools page.

The Follow-Up Cadences agent is an essential tool for sales professionals seeking to maintain consistent communication with leads throughout the sales process.

### LinkedIn Message Templates

The LinkedIn Message Templates agent in Maya AI Copilot for Sales helps sales professionals create effective LinkedIn messages for various scenarios. This tool is perfect for sales teams looking to leverage LinkedIn for prospecting and relationship building.

**What does the LinkedIn Message Templates agent do?**\
This tool allows you to generate personalized LinkedIn messages for different situations, from connection requests to follow-ups. With only a few inputs, the LinkedIn Message Templates agent uses AI to craft messages that establish rapport and encourage response.

**How to Use the LinkedIn Message Templates agent**

**Step 1: Accessing the Tool**\
Navigate to the Maya AI Copilot tools dashboard.\
Click on the LinkedIn Message Templates tool to open it.

**Step 2: Input Information**\
On the LinkedIn Message Templates page, you will see prompts to enter details such as:

* **Recipient Details** (e.g., Name, Role, Company)
* **Connection Context** (e.g., Mutual connections, Groups, Event attendance)
* **Intent** (e.g., Initial connection, Meeting request, Content sharing)

**Step 3: Generate LinkedIn Message**\
After entering the necessary information, click the Generate button.\
The AI will process your inputs and provide a personalized LinkedIn message, which will be displayed below the Generate button.

**Step 4: Reviewing and Refining Results**\
If the initial message doesn't match your tone or objective, click the Regenerate button to receive alternative versions.

**Step 5: Saving and Exporting**\
You can Copy the LinkedIn message or Export it as a PDF for future reference.

**Step 6: Returning to the Dashboard**\
Click the Dashboard button at the top to return to the main tools page.

The LinkedIn Message Templates agent is an essential tool for sales professionals seeking to create meaningful connections on LinkedIn through personalized communication.

## Pipeline & Deal Management Agents

### Deal Prioritization

The Deal Prioritization agent in Maya AI Copilot for Sales helps sales professionals identify which deals in their pipeline deserve the most attention. This tool is perfect for sales teams looking to focus their resources on opportunities with the highest potential return.

**What does the Deal Prioritization agent do?**\
This tool allows you to prioritize deals based on factors such as deal size, closing probability, and timeline. With only a few inputs, the Deal Prioritization agent uses AI to analyze your pipeline and recommend where to focus your efforts.

**How to Use the Deal Prioritization agent**

**Step 1: Accessing the Tool**\
Navigate to the Maya AI Copilot tools dashboard.\
Click on the Deal Prioritization tool to open it.

**Step 2: Input Information**\
On the Deal Prioritization page, you will see prompts to enter details such as:

* **Pipeline Stage** (e.g., Stage X in your sales process)
* **Deal Details** (e.g., Value, Probability, Timeline, Customer information)
* **Resource Constraints** (e.g., Available time, Team capacity)

**Step 3: Generate Prioritized Deals**\
After entering the necessary information, click the Generate button.\
The AI will process your inputs and provide a prioritized list of deals, which will be displayed below the Generate button.

**Step 4: Reviewing and Refining Results**\
If the initial prioritization doesn't align with your sales strategy, click the Regenerate button to receive alternative rankings based on different criteria.

**Step 5: Saving and Exporting**\
You can Copy the prioritized deals or Export them as a PDF for sharing with your team.

**Step 6: Returning to the Dashboard**\
Click the Dashboard button at the top to return to the main tools page.

The Deal Prioritization agent is an essential tool for sales professionals seeking to maximize their sales efficiency by focusing on the most promising opportunities.

### Stalled Deal Insights

The Stalled Deal Insights agent in Maya AI Copilot for Sales helps sales professionals understand why deals have stalled and how to get them moving again. This tool is perfect for sales teams looking to revive opportunities that have lost momentum.

**What does the Stalled Deal Insights agent do?**\
This tool allows you to analyze stalled deals to identify blockers and develop strategies to overcome them. With only a few inputs, the Stalled Deal Insights agent uses AI to diagnose issues and recommend specific actions to revive the deal.

**How to Use the Stalled Deal Insights agent**

**Step 1: Accessing the Tool**\
Navigate to the Maya AI Copilot tools dashboard.\
Click on the Stalled Deal Insights tool to open it.

**Step 2: Input Information**\
On the Stalled Deal Insights page, you will see prompts to enter details such as:

* **Deal Information** (e.g., Customer, Value, Current stage)
* **History** (e.g., Previous communications, Key milestones)
* **Last Activity** (e.g., When communication stopped, Last response)

**Step 3: Generate Insights**\
After entering the necessary information, click the Generate button.\
The AI will process your inputs and provide analysis and recommendations, which will be displayed below the Generate button.

**Step 4: Reviewing and Refining Results**\
If the initial insights don't address your specific concerns, click the Regenerate button to receive alternative perspectives.

**Step 5: Saving and Exporting**\
You can Copy the stalled deal insights or Export them as a PDF for implementation and sharing.

**Step 6: Returning to the Dashboard**\
Click the Dashboard button at the top to return to the main tools page.

The Stalled Deal Insights agent is an essential tool for sales professionals seeking to recapture momentum on valuable opportunities that have stalled in the pipeline.

## Sales Coaching & Enablement Agents

### Objection Handling

The Objection Handling agent in Maya AI Copilot for Sales helps sales professionals respond effectively to common sales objections. This tool is perfect for sales teams looking to improve their confidence and success rate when faced with prospect hesitations.

**What does the Objection Handling agent do?**\
This tool allows you to generate tailored responses to specific sales objections. With only a few inputs, the Objection Handling agent uses AI to create effective, persuasive responses that address concerns while moving the sale forward.

**How to Use the Objection Handling agent**

**Step 1: Accessing the Tool**\
Navigate to the Maya AI Copilot tools dashboard.\
Click on the Objection Handling tool to open it.

**Step 2: Input Information**\
On the Objection Handling page, you will see prompts to enter details such as:

* **Objection Topic** (e.g., Price, Timeline, Features)
* **Objection Details** (e.g., Specific customer concern or statement)
* **Context** (e.g., Deal stage, Customer profile, Product involved)

**Step 3: Generate Objection Handling Response**\
After entering the necessary information, click the Generate button.\
The AI will process your inputs and provide response strategies, which will be displayed below the Generate button.

**Step 4: Reviewing and Refining Results**\
If the initial responses don't match your sales approach, click the Regenerate button to receive alternative handling strategies.

**Step 5: Saving and Exporting**\
You can Copy the objection handling guidance or Export it as a PDF for training and reference.

**Step 6: Returning to the Dashboard**\
Click the Dashboard button at the top to return to the main tools page.

The Objection Handling agent is an essential tool for sales professionals seeking to improve their effectiveness when responding to customer concerns and objections.

### Pitch Personalization

The Pitch Personalization agent in Maya AI Copilot for Sales helps sales professionals create customized sales pitches that resonate with specific prospects. This tool is perfect for sales teams looking to move beyond generic presentations to highly targeted value propositions.

**What does the Pitch Personalization agent do?**\
This tool allows you to generate tailored sales pitches based on prospect information and needs. With only a few inputs, the Pitch Personalization agent uses AI to create compelling pitches that highlight the most relevant benefits and value propositions.

**How to Use the Pitch Personalization agent**

**Step 1: Accessing the Tool**\
Navigate to the Maya AI Copilot tools dashboard.\
Click on the Pitch Personalization tool to open it.

**Step 2: Input Information**\
On the Pitch Personalization page, you will see prompts to enter details such as:

* **Product/Service** (e.g., Your offering and key features)
* **Prospect Information** (e.g., Industry, Pain points, Goals)
* **Competitive Context** (e.g., Other solutions they're considering)

**Step 3: Generate Personalized Pitch**\
After entering the necessary information, click the Generate button.\
The AI will process your inputs and provide a customized pitch, which will be displayed below the Generate button.

**Step 4: Reviewing and Refining Results**\
If the initial pitch doesn't emphasize the right aspects, click the Regenerate button to receive alternative versions.

**Step 5: Saving and Exporting**\
You can Copy the personalized pitch or Export it as a PDF for presentation preparation.

**Step 6: Returning to the Dashboard**\
Click the Dashboard button at the top to return to the main tools page.

The Pitch Personalization agent is an essential tool for sales professionals seeking to create compelling, prospect-specific presentations that highlight relevant value propositions.

## Analytics & Performance Agents

### Win-Loss Analysis

The Win-Loss Analysis agent in Maya AI Copilot for Sales helps sales professionals understand why they win and lose deals. This tool is perfect for sales teams looking to improve their approach based on past performance data.

**What does the Win-Loss Analysis agent do?**\
This tool allows you to analyze past deals to identify patterns and factors contributing to successes and failures. With only a few inputs, the Win-Loss Analysis agent uses AI to extract insights that can improve future win rates.

**How to Use the Win-Loss Analysis agent**

**Step 1: Accessing the Tool**\
Navigate to the Maya AI Copilot tools dashboard.\
Click on the Win-Loss Analysis tool to open it.

**Step 2: Input Information**\
On the Win-Loss Analysis page, you will see prompts to enter details such as:

* **Deal Data** (e.g., Won and lost deals with relevant details)
* **Timeframe** (e.g., Last quarter, Last six months)
* **Deal Characteristics** (e.g., Size, Industry, Sales cycle length)

**Step 3: Generate Analysis**\
After entering the necessary information, click the Generate button.\
The AI will process your inputs and provide win-loss analysis, which will be displayed below the Generate button.

**Step 4: Reviewing and Refining Results**\
If the initial analysis doesn't provide enough actionable insights, click the Regenerate button to receive alternative perspectives.

**Step 5: Saving and Exporting**\
You can Copy the win-loss analysis or Export it as a PDF for team discussion and planning.

**Step 6: Returning to the Dashboard**\
Click the Dashboard button at the top to return to the main tools page.

The Win-Loss Analysis agent is an essential tool for sales professionals seeking to understand their performance patterns and systematically improve their approach based on data.

### Quota Achievement Forecasting

The Quota Achievement Forecasting agent in Maya AI Copilot for Sales helps sales professionals predict their likelihood of meeting sales targets. This tool is perfect for sales teams looking to proactively manage their pipeline to achieve quota objectives.

**What does the Quota Achievement Forecasting agent do?**\
This tool allows you to forecast quota attainment based on current pipeline data and historical performance. With only a few inputs, the Quota Achievement Forecasting agent uses AI to provide realistic predictions and identify areas requiring attention.

**How to Use the Quota Achievement Forecasting agent**

**Step 1: Accessing the Tool**\
Navigate to the Maya AI Copilot tools dashboard.\
Click on the Quota Achievement Forecasting tool to open it.

**Step 2: Input Information**\
On the Quota Achievement Forecasting page, you will see prompts to enter details such as:

* **Time Period** (e.g., Current quarter, Next month)
* **Current Pipeline** (e.g., Deal stages, Values, Close probabilities)
* **Historical Performance** (e.g., Past conversion rates, Average deal cycles)

**Step 3: Generate Forecast**\
After entering the necessary information, click the Generate button.\
The AI will process your inputs and provide a quota achievement forecast, which will be displayed below the Generate button.

**Step 4: Reviewing and Refining Results**\
If you want to explore different scenarios, click the Regenerate button to receive alternative forecasts based on different assumptions.

**Step 5: Saving and Exporting**\
You can Copy the forecast or Export it as a PDF for planning and performance discussions.

**Step 6: Returning to the Dashboard**\
Click the Dashboard button at the top to return to the main tools page.

The Quota Achievement Forecasting agent is an essential tool for sales professionals seeking to proactively manage their pipeline and take timely actions to meet their sales targets.
