Giving sales teams more time to sell.

Sales teams move fast, but their tools do not. Sales reps and BDRs were jumping between systems, manually sourcing leads, and building quotes through workflows that required too much repetitive work. The broader opportunity was to create an agentic platform that could handle more of that work while keeping sales teams in control.

I designed the platform’s first two workflows: a conversational quote generator that drafted, validated, and submitted quotes for approval, and a lead-sourcing tool that searched, filtered, and enriched prospects automatically. I also designed the conversational interactions for a separate AI assistant on Square’s public website that routed inbound leads to sales reps. Together, these efforts explored how AI could reduce friction across prospecting, quoting, and inbound lead routing.