Skip to main content
Octolane’s agents aren’t features you toggle on. They’re employees you manage. Each agent handles a specific job in your sales process. They talk to each other, hand off work, and escalate to you only when they need a human decision. You interact with them in plain English - not through configuration screens. A customer put it best: “You shouldn’t call these Actions. You should call them Employees.”

​
Meet your agents

AgentWhat it doesHow you interact
Signal AgentFinds companies visiting your website in real-timeReview identified companies in your pipeline
Deal Finder AgentDetects deals from email, calendar, and 250+ data sourcesNew deals appear automatically in your pipeline
Form Submission AgentCaptures and qualifies every inbound form leadQualified leads are routed to the right stage
Follow-Up AgentDrafts follow-up emails when conversations go quietApprove, edit, or dismiss from your queue
Outreach AgentSends personalized outreach to qualified prospectsReview and approve messages before they send
Meeting RecorderJoins calls, transcribes, and extracts action itemsSummaries and tasks appear on the deal record
AI ChatAnswers questions about your pipeline in plain EnglishType any question into the chat bar

​
How agents coordinate

Agents don’t work in silos. They pass work to each other like a real team:
  • Signal Agent identifies a hot prospect → Deal Finder checks for existing email threads → Outreach Agent drafts a message
  • Meeting Recorder captures action items from a call → Follow-Up Agent monitors if those items get addressed
  • Form Submission Agent qualifies a new lead → Deal Finder creates an opportunity → Follow-Up Agent watches for engagement
This coordination happens automatically. You see the results in your pipeline and approval queue.

​
Managing your agents

You manage agents the way you’d manage a team:
  • Turn agents on or off - enable only the ones you need right now
  • Set their rules - define what qualifies a lead, when to follow up, what tone to use
  • Review their work - every action shows up in your approval queue before it goes out
  • Talk to them - use AI Chat to ask questions, give instructions, or check on progress
Nothing happens without your say-so. Agents draft, suggest, and prepare - you approve.

​
The approval queue

Every agent action that touches the outside world (sending an email, creating an outreach message, updating a deal stage) goes through your approval queue. Open it from the sidebar. Each item shows what the agent wants to do, why, and the full context. You approve, edit, or dismiss with one tap.

Signal Agent

Find website visitors

Deal Finder

Detect deals automatically

Follow-Up Agent

Never miss a follow-up

Outreach Agent

Reach out to prospects

Meeting Recorder

Record and transcribe calls

AI Chat

Talk to your CRM