How Netguru Built An AI Agent That Supercharges Sales

AI agent for sales.

The client

Omega answering a question about the sales framework.

Omega is an internal AI agent Netguru built for its own sales team. It automates tasks, surfaces insight and walks reps through each stage of a deal in real time.

It sits inside Slack and Google Drive, helping prepare proposals, keep project details in order and stay aligned with the Sales Framework. What started as a proof of concept turned into a tool people use daily, shaped by feedback from the reps themselves.

The challengeWhat the teams actually needed

Selling meant hopping between tools, and a newly rolled-out framework had no support built into the places people actually work.

Challenge 01Scattered tools, manual work

Reps juggled Slack, Google Drive, HubSpot and Salesforce, which made context hard to hold and routine tasks slow.

Challenge 02A framework adopted unevenly

The Sales Framework was meant to sharpen deal qualification, but without real-time support inside the workflow, take-up varied across the team.

Challenge 03A foundation that has to last

To be useful the agent had to run complex workflows, reach several data sources and stay modular enough to keep changing.

High-level plan for the AI agent.

What we did

A digital teammate that lives in Slack

Omega works next to the sales team in the channels they already use, taking the repetitive work, pulling up what matters and nudging people toward best practice at the moment it helps.

Area 01 · Context

Slack

In every opportunity channel

Omega joins each opportunity’s Slack channel to follow the context, and finds and updates the matching project files in Google Drive.

Area 02 · Output

Automation

Agendas, features and summaries

It drafts the agenda for an expert call, writes up feature lists, summarises meetings, and reads BlueDot transcripts to propose what should happen next.

Area 03 · Momentum

Tracking

Deadlines that do not slip quietly

Deal momentum and deadlines are tracked with updates in real time, so nothing sits unnoticed.

Area 04 · Architecture

R&D

Modular, ready for the next agent

A black-box modular design with a multi-agent architecture leaves a foundation other departments can build their own agents on. Effort estimation and referencing past projects are still to come, and need deeper Salesforce and HubSpot integration.

Tech stackThe tools that made it possible

01

AWS Lambda

Core execution on serverless infrastructure, scaling with very little overhead.

02

Slack & Google Drive APIs

Cross-platform automation wherever the sales team already works.

03

Pulling the relevant pieces out of conversations and documents.

04

CI/CD

Netguru’s own DevOps standards, so the agent can iterate quickly and behave consistently.

What’s next

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