Consumer Products & RetailHow is CarMax using AI voice agents for customer calls?
CarMax said its AI voice technology now covers 100% of inbound calls to stores and its customer experience center (The National CIO Review).
Role hub
AI agents for Sales Development (SDR)
Lead qualification, outreach, and meeting booking.
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Consumer Products & Retail
Telecom & Energy UtilitiesHow did Zembl use AI agents to raise sales conversion?
Zembl, an Australian business energy consultant, built a 24/7 AI agent workforce with Relevance AI across sales, marketing, and operations to handle rising inbound leads and after-hours inquiries.
Consumer Products & RetailHow is WHOOP using an AI agent for pre-purchase sales questions?
WHOOP uses Fin for pre-purchase questions that often waited 10+ hours for a reply.
Banking & Financial ServicesHow is Send Payments using an AI agent workforce?
Send Payments built interconnected Relevance AI agents for 24/7 customer service and compliance tasks.
Software, Internet & MediaHow did SafetyCulture triple meetings booked with an AI BDR agent?
SafetyCulture (75,000+ customers) deployed a Relevance AI agent that answers customer questions and books meetings on autopilot.
Software, Internet & MediaHow did SaaStr turn warm leads into sales with AI outreach agents?
SaaStr uses Salesforce Agentforce to send personalized outreach to previously overlooked leads, follow up, and hand them to a rep when ready.
Banking & Financial ServicesHow is Rocket Mortgage using AI agents for chat and outbound calls?
Rocket Mortgage grew a Sierra AI agent from a proof of concept to more than 400,000 successful chat conversations and over one million outbound dials each month, per Sierra.
Software, Internet & MediaHow is Redfin using an AI agent for home search?
Redfin built a conversational home-search agent with Sierra.
Software, Internet & MediaHow did Qualified generate pipeline with 35+ AI agents?
Qualified built 35+ specialized AI agents with Relevance AI across its revenue operations.
Consumer Products & RetailHow are Hunter Douglas's AI agents driving revenue?
Hunter Douglas uses Decagon AI agents across markets.
Professional ServicesHow does Contractor Appointments use an AI scheduler to book appointments from texts?
Contractor Appointments built an AI scheduler with Zapier that parses homeowners' after-hours text replies, checks availability, and auto-books appointments with no human needed.
Pharma, Biotech & Life SciencesCan a small biotech use an AI SDR agent to qualify conference leads?
AUM BioTech's CEO, with no prior coding experience, built lead-gen forms and a support chatbot on Salesforce and is finishing an Agentforce SDR agent to respond to thousands of conference leads, score them, book meetings, and hand top leads to human reps.
Consumer Products & RetailHow does Toyota of Orlando use AI to route sales leads?
Toyota of Orlando receives 200+ daily leads in inconsistent formats.
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Tools mentioned & how to build it
Disclosure: Some links may earn us a commission; it never affects grades. Tools are listed by fit to cases for sales development (sdr), never by payment.
Tools mentioned
- Relevance AI (Relevance AI · 4 cases)
Build an 'AI workforce' of agents, e.g. BDR agents that research and book meetings. - Sierra (Sierra · 3 cases)
Conversational AI agents for customer service, chat and voice. - Agentforce (Salesforce · 2 cases)
Salesforce's agent platform across service, sales and field service. - Zapier (Zapier · 2 cases)
The default app-to-app automation layer, now with AI agents and AI steps. - Fin AI Agent (Intercom · 1 case)
Intercom's customer-service AI agent; the most-documented tool in the casefile. - Decagon (Decagon · 1 case)
AI customer-support agents for chat, email and voice.
Build a version yourself
- HubSpot (Breeze agents)
SMB-friendly CRM with Breeze AI agents for prospecting and support. - n8n
Open-source workflow automation with AI agent nodes; self-host or cloud. - Apollo.io
Prospect data plus sequencing; pairs with SDR agents. - Attio
AI-native CRM for go-to-market teams.
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