Skip to main content
Piper Agents are automated AI workers you design and configure to run on autopilot. Instead of asking AI for help manually, you define what the agent should do, when it should run, whose calls it should watch, and which tools it can use — then let it work in the background while you focus on selling and managing your team.

​
How Agents Differ from Chat

Piper gives you two ways to interact with AI: Chat and Agents. They serve different purposes, and the best teams use both.

Chat

Interactive. You ask a question and get an answer in real time. Great for on-demand lookups, quick summaries, or logging a meeting on the fly.

Agents

Automated. Agents run on a schedule and proactively analyze your calls without you asking. Perfect for recurring workflows like coaching, pipeline reviews, and risk detection.

​
What You Can Build

Agents are flexible enough to support nearly any recurring revenue intelligence workflow. Here are some of the most popular use cases:
  • Sales Coaching Agent — scores calls and sends coaching tips after every demo
  • Competitive Intelligence Tracker — flags mentions of competitors across conversations
  • Deal Risk Detector — identifies stalled or at-risk opportunities before they slip
  • Pipeline Summary Agent — sends weekly deal updates to your team
  • Feature Request Extractor — logs product feedback from customer calls automatically
  • Bug Radar — surfaces technical issues mentioned in support conversations
  • Customer Sentiment Pulse — tracks satisfaction trends across your book of business
  • CS Sentiment Pulse — delivers a weekly snapshot of customer health from call and email sentiment, ideal for CS Managers

​
How Agents Are Configured

Every agent is built from four components. You work through them in order when creating or editing an agent.
A single agent run can analyze up to 100 meetings, and a scheduled run processes up to 15 targeted users at a time. If your scope is larger, narrow it or increase the run frequency so nothing is missed.

​
CRM Access

Agents can read CRM data to enrich their analysis with deal context. When you connect a supported CRM — HubSpot, Salesforce, or Pipedrive — agents can read deal data, pipeline stages, and contact records alongside your call transcripts.
If you haven’t connected a CRM, agents still work — they simply analyze the data stored in Piper (transcripts, notes, tasks) without external deal context.

​
Getting Started

The fastest way to get your first agent running is to start from a pre-built template. Templates give you a proven prompt structure that you can customize for your team.

Build Your First Agent

Step-by-step guide to configuring Schedule, Scope, Brain, and Capabilities.

Browse Agent Templates

Explore ready-made agent prompts for coaching, risk detection, sentiment, and more.