Know the account before the call.

Scan accounts approaching renewal, surface usage and sentiment changes, and recommend next steps.

Example workspace SalesAgent brief
Sales agent

Northstar's renewal owner changed: Jake Chen is the new contact after Maria moved roles, and usage is down 38% since August. Recommend an exec sync with Jake and Jane before the Oct renewal to reset the relationship.

Delivered to #sales-renewals

Keep the evidence with the answer.

Connect the systems your team uses. Lobu builds a live model of the records and their relationships, preserving the source history as things change.

Explore the live model

Run when the work needs it.

Set the agent's skills and permissions. Run it on a schedule, trigger it when a record changes, or ask it directly.

Configure Automations

Make it work for your team.

Start from the example's connectors, data model and agent configuration. Adapt it in Lobu or let your coding agent work from the source.