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AI Sales Agent

Updated over a week ago

We’re excited to introduce the AI Sales Agent, a powerful new tool designed to streamline sales prospecting. With just a single prompt, you can discover new opportunities, analyze their relevance, and reach out with personalized messages tailored to each prospect’s business needs.

What the AI Sales Agent does

The AI Sales Agent makes prospecting faster and more efficient by:

  • Instant opportunity discovery – Simply type what you’re looking for, a specific company, category and or location, and the AI generates a list of relevant prospects.

  • Smart analysis – Using data from company websites, Chamber of Commerce records, and optional credit reports (e.g., via CreditSafe), the AI identifies and ranks sales opportunities by relevance.

  • Tailored outreach – For each prospect, the AI suggests sales angles and generates customized messages aligned with their current business context.

  • Seamless CRM integration – Every new contact, opportunity, and message is automatically saved in Tribe.

This page covers:

  1. How to turn on the AI Sales Agent

  2. How to use the AI Sales Agent

  3. Step-by-step guide

  4. LinkedIn outreach requirements

1. How to turn on the AI Sales Agent

  1. Go into your account settings.

  2. Click Add/delete modules

  3. Add the AI Sales Agent module.

  4. Add the LinkedIn module.

  5. Click Get started. You might need to refresh the page in order to see the AI Sales Agent feature in the top right corner of your screen.

  6. Make sure you are using Chrome as a browser and install the Tribe CRM Chrome extension. This extension is needed to send outreach messages directly via LinkedIn.

Note! In order to use the outreach via LinkedIn functionality, you must use the Chrome browser and have the Tribe CRM Chrome extension installed.

2. How to use the AI Sales Agent

There are two ways to search:

2.a. Search for a specific company

  • Enter the company name in the search bar.

  • The AI Sales Agent will show an overview with relevant company details.

  • Select suggested topics to include in your message and choose the contact person you want to reach out to.

  • Example: if a hotel recently announced expansion plans, the AI can highlight this so your message speaks directly to their needs.

  • Once you’re ready, click Start Outreach to generate a tailored message, then send it via Email or LinkedIn.

2.b. Search for a category or location

  • Search on a specific category and or location.

  • The AI displays all matching companies.

  • Click on any company to view sales opportunities and select the topics you’d like to emphasize.

  • Start outreach, review the AI-generated message, and send it via Email or LinkedIn.

3. Step-by-step guide

  1. Click the AI Sales Agent button (top right).

  2. Choose an existing Company Profile or create a new one (e.g., for a subsidiary). This ensures results are filtered to your business needs.

  3. Enter a company name or general query in the "Search" or search on a "Category" and or "Location".

  4. Review the list of prospects and click the Find Sales Opportunities button below a company to let the AI analyze and generate potential opportunities for you.

  5. Select a company to view suggested opportunities and contacts.

  6. Choose which topics to include in your message.

  7. Click Start outreach (bottom right) to generate a customized message.

  8. Send via Email or LinkedIn.

  9. Tribe automatically saves the contact, opportunity, and message for future reference.

Tip! You can also check out a company before finding all Sales Opportunities. Simply click on Open to find all details of the company.
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You can also find the Sales Opportunities on the company page.
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4. LinkedIn outreach requirements

To use the LinkedIn outreach feature, you’ll need:

  • A LinkedIn subscription that allows you to send InMails (e.g., Sales Navigator, Recruiter, or a Premium subscription).

  • The Tribe CRM Chrome extension installed and enabled as mentioned above.

Important to know

The number of InMails you can send depends on your LinkedIn subscription type. Be mindful of these limits when planning outreach, as exceeding them will prevent the AI Sales Agent from sending further InMails until your quota resets.

FAQ

How do I install the Google Chrome extension?

  1. Open Google Chrome and go to Tribe CRM Extension

  2. Click Add to Chrome → Add extension

  3. Pin the extension to your toolbar for easy access

  4. Sign into Tribe CRM, the extension connects automatically

Already using a Tribe Chrome extension? You're all set, no additional installation needed.

How does the company profile setup work?

On first use, the AI Sales Agent automatically creates your company profile by analyzing your website. This profile includes your USPs, industry focus, and target audience—used to match you with relevant prospects.

To create or switch profiles:

  1. Click the AI Sales Agent button (top right of Tribe interface)

  1. Select an existing profile or create a new one (useful for subsidiaries or different product lines)

  1. Enter your company website URL

  1. Wait for the AI to analyze and build your profile

The profile takes approximately 10-30 seconds to generate on first use.

What data sources does the AI Sales Agent use?

The AI combines multiple public data sources to build comprehensive prospect profiles:

  • Google Maps for business discovery and location data

  • Google News for recent company updates and opportunities

  • LinkedIn for contacts and company information

  • CreditSafe (automatically activated) for financial information

  • Chamber of Commerce records where available

What do the star ratings mean?

The AI assigns 1-5 stars based on how well a prospect matches your company profile:

  • ⭐⭐⭐ Excellent fit — Strong alignment with your offerings

  • ⭐⭐ Good fit — Clear opportunities identified

  • ⭐ Moderate fit — Some potential, worth reviewing

How many InMails can I send via LinkedIn?

Your InMail limits depend on your LinkedIn subscription:

  • Sales Navigator Professional: 50 InMails/month

  • Sales Navigator Team: 50 InMails/month

  • Premium Career: 5 InMails/month

  • Recruiter Lite: 30 InMails/month

The AI Sales Agent doesn't have separate limits, it uses your LinkedIn quota. Monitor your usage in LinkedIn to avoid hitting limits.

How can I improve my search results?

Refine your company profile:

  • Ensure your website clearly communicates your value proposition

  • Create separate profiles for different product lines or target markets

  • Review and update your profile periodically as your offerings evolve

Optimize your search queries:

  • Be specific with location: "Software companies in Amsterdam Zuidas" vs. "Software companies Netherlands"

  • Combine industry + location indicators where possible

  • Use the category search for discovery, specific company search for targeting

LinkedIn messages aren't sending

Check these items:

  1. You are using Chrome as a browser

  2. Tribe Chrome extension is installed and active

  3. You're logged into LinkedIn in the same browser

  4. You have available InMail credits

  5. Your LinkedIn subscription supports InMail

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