Building a fully autonomous AI sales agent integrated with Slack, HubSpot CRM, vector search, and cold calling capabilities to automate end-to-end business development operations.
Client Overview
A B2B services company was spending significant hours each week on repetitive sales tasks: manually researching leads, updating CRM records, scheduling outreach sequences, and compiling sales collateral. The sales team was reactive rather than strategic, constantly caught in administrative coordination instead of high-value conversations. Their core challenge was fragmentation. Lead data lived in disconnected spreadsheets, HubSpot records were updated inconsistently, cold outreach was handled manually one contact at a time, and internal knowledge for crafting pitches was scattered across documents with no fast retrieval method. This prevented the team from operating at the scale the business required, and the cost of hiring additional SDRs to handle volume was prohibitive.
Our Approach
Zentric Solutions designed and built Elliot Smith — a persistent AI sales and operations agent running on n8n, triggered through the team's existing Slack workspace. Rather than building a standalone tool, the agent was embedded directly into daily communication workflows, allowing the team to assign tasks conversationally and receive structured outputs without leaving Slack. The agent was connected to a custom AI leads database with natural language query capability, enabling Elliot to research, filter, and surface qualified prospects on demand. A Supabase vector store was built and loaded with company documents, case studies, and pitch materials, giving the agent semantic search over institutional knowledge when crafting personalised outreach. HubSpot integration allowed Elliot to create and update contact records, manage list memberships, and retrieve contact details in real time during conversations. A dedicated Blog Post Agent subagent enabled automatic content generation on request, while a Cold Calling Agent subagent handled scripted outreach workflows for targeted prospect lists. PostgreSQL-backed chat memory ensured continuity across sessions, allowing Elliot to remember context, prior instructions, and ongoing tasks without repetition from the operator.
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Zentric Solutions delivers cutting-edge digital products that streamline operations, enhance engagement, and drive lasting growth.
