AI for Sales 101 Series: How to Build GPTs and Agents That Actually Work

After our last session in this series, many sellers now know how to write prompts. But not many know how to build full AI agents that run workflows end-to-end, safely, repeatably, and with human guardrails.

For part 3 of our 3-part AI for Sales series, we’ll take the final step: moving from single-use prompts to automated agents.

You’ll learn what an agent actually is (in seller terms), which tasks are safe to automate, and how to design workflows with the right triggers, constraints, and review steps in place.

We’ll also walk through plug-and-play agent examples, from post-call follow-up generators to CRM clean-up agents, that you can start testing immediately.

What You'll Learn:

• Plain-English definitions of agents and where they fit in sales
• A blueprint for safely automating workflows with guardrails and reviews
• Ready-to-use agent examples (follow-ups, briefs, CRM hygiene, QBR prep)