Sales Ontology
Structured data models for Prospects, Accounts, Campaigns, Agent Runs, and Outbound Touches.
Platform Documentation & Architecture
Technical Specifications & Developer Guides
Everything you need to integrate, extend, and monitor autonomous sales agents inside your enterprise CRM, inbox, and calendar stack.
System Architecture
Built for enterprise trust and auditability
Agent Salesforce runs as an intelligent orchestration layer between your market data and your CRM.
Authority & Gates
Tiered autonomy policies with built-in human checkpoints for sensitive sends, contract discussions, and new sequences.
MCP Protocol
Model Context Protocol endpoints enabling AI models to safely query CRM leads, draft messages, and inspect telemetry.
Data Model
The Sales Ontology
Deterministic entities ensure complete replayability and eliminate hallucinated pipeline data.
| Entity | Description | System of Record | Agent Role |
|---|---|---|---|
Prospect |
Individual buyer persona with verified email, LinkedIn URL, title, and intent score. | CRM Lead / Contact | Enriches, researches, and sequences |
Account |
Target company with headcount, tech stack, technographics, and ICP fit tier. | CRM Account | Maps buying committee & pain points |
Sequence |
Multi-touch outbound playbook (Email, LinkedIn, Calendar) with cadence offsets. | ASF Engine | Drafts personalized copy & executes steps |
Touch |
Individual outbound action (email sent, reply parsed, objection classified). | CRM Activity Log | Logs 100% of telemetry in real-time |
Approval |
Human checkpoint gate required before high-risk actions are dispatched. | ASF Mission Control | Pauses execution in listening state |
API & Tools
Model Context Protocol (MCP) Surface
Agent Salesforce exposes secure, typed tools for AI models to interact with your sales infrastructure.
Tool
query_leads
Search and filter prospects by industry, stage, ICP fit score, and last contact date directly from CRM storage.
Tool
draft_sequence
Generate contextual 3-to-5 step outbound email and LinkedIn sequences tailored to recipient pain points.
Tool
crm_status
Real-time health monitor reporting active API syncs, rate limits, connected inboxes, and calendar availability.
Tool
approve_action
Interactive human-in-the-loop checkpoint authorizing sequence dispatch, objection handling, or calendar holds.
Tool
log_activity
Write structured touch events, sentiment classification, and outcome timestamps back to Salesforce or HubSpot.
Tool
check_quota
Enforce strict daily domain send thresholds, spam score checks, and unsubscribe opt-out registries.
Interactive Portal
Experience the autonomous sales workforce
Direct your sales force in real-time, inspect live CRM sync telemetry, and launch outbound campaigns.