Software Saas Sales Outreach

Reply Triage Officer

An always-on triage agent for outbound sales. It watches your sales inbox for replies tied to your cold campaigns, classifies each reply into a clean intent bucket, dedupes against threads already handled, updates the matching contact in HubSpot (status, lifecycle stage, notes), sends a context-aware templated auto-reply where appropriate, and routes hot replies to you in real time. It keeps a state table of every thread it has touched so a reply is never triaged twice.

1 runs · 1 clones

Agent snapshot

Built for software saas work, not a generic template.

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runs observed

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community clones

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integrations used

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labels matched

Software Saas Sales Outreach

Sample input

Build an agent to reply Triage Officer. Use Gmail, HubSpot, and Slack. Focus on sales outreach. Return a ready-to-review result after each run.

Sample output

Every 30 minutes, scans your sales inbox for replies to outbound campaigns, classifies intent (interested, not now, OOO, unsubscribe, question), updates HubSpot, sends templated auto-replies, and pings you in Slack for hot leads.

What this agent automates

This run includes 8 concrete steps from the published agent data.

Signal 1 · 1

On schedule, query the connected inbox for messages received since the last successful run and filter to replies on outbound campaign threads.

Signal 2 · 2

For each reply, look up the sender in the CRM by email, filtering to contacts tagged with the configured campaign identifier.

Signal 3 · 3

Use Twin AI to classify the reply body into one of the selected intent categories with a confidence score and a short justification.

Signal 4 · 4

If confidence is below the threshold, mark the thread as 'needs human' and skip auto-actions.

Signal 5 · 5

Update the matched CRM contact's lead status, lifecycle stage, and append a timestamped note summarizing the classification and key phrases.

Signal 6 · 6

Apply the auto-reply policy for the bucket: send template, draft for approval, or do nothing.

Integrations used

Reply Triage Officer connects Gmail, HubSpot, and Slack.

Gmail

Connected in this agent

HubSpot

Connected in this agent

Slack

Connected in this agent

Clone Reply Triage Officer

Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your software saas workflow.

Try this agent

Plans start at €20/mo

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