Unified Context
Records, conversations, knowledge and connected apps in one context your team and agents share.
Unified Context
Marketing
Sales
Support
Team Agents
Customer Agents
Background Agents
Your Skara AgentsAI
Fall 2026 Edition
Salesmate4.0
Unified customer platform for your team
and agents to drive infinite growth.
Salesmate unifies marketing, sales, service, and operational data, tools, and context under a single customer record - no pay walls, hubs, or clouds to purchase. Your team and AI agents both can see the whole picture and act intelligently.
Meet Your Agent Team
Agents for every channel, every process and every use case - on one unified platform
Agentic Growth.
Starts Here.
A Skara assistant you can talk to, background agents works when you don’t, and customer agents that handles conversations on every channel - it’s all built-in to Salesmate 4.0.
Daily Briefing Agent
Your pipeline, meetings and follow-ups summarised before the day starts.
Meeting Prep Agent
Pulls the deal history, contacts and talking points before every call.
Web Research Agent
Researches companies and people from the web straight into the record.
Enrichment Agent
Fills missing fields on contacts and companies automatically.
Lead Scoring Agent
Scores every lead on fit and intent so reps work the right ones first.
Outbound SDR Agent
Writes and sends personalised sequences, and books the meeting.
Deal Risk Agent
Flags stalled or at-risk deals and suggests the next move.
Daily Briefing Agent
Your pipeline, meetings and follow-ups summarised before the day starts.
Meeting Prep Agent
Pulls the deal history, contacts and talking points before every call.
Web Research Agent
Researches companies and people from the web straight into the record.
Enrichment Agent
Fills missing fields on contacts and companies automatically.
Lead Scoring Agent
Scores every lead on fit and intent so reps work the right ones first.
Outbound SDR Agent
Writes and sends personalised sequences, and books the meeting.
Deal Risk Agent
Flags stalled or at-risk deals and suggests the next move.
Support Agent
Resolves 70%+ of inquiries instantly from your knowledge base.
Routing Agent
Sends every conversation and ticket to the right rep or team.
Deal Summary Agent
Turns calls, emails and notes into a clear deal summary.
Follow-up Agent
Drafts the follow-up email the moment a call or meeting ends.
Renewal Agent
Watches contract dates and starts the renewal conversation on time.
Order Support Agent
Tracks orders, returns and refunds across every channel.
CRM Admin Agent
Creates fields, modules and automations from a plain-English request.
Support Agent
Resolves 70%+ of inquiries instantly from your knowledge base.
Routing Agent
Sends every conversation and ticket to the right rep or team.
Deal Summary Agent
Turns calls, emails and notes into a clear deal summary.
Follow-up Agent
Drafts the follow-up email the moment a call or meeting ends.
Renewal Agent
Watches contract dates and starts the renewal conversation on time.
Order Support Agent
Tracks orders, returns and refunds across every channel.
CRM Admin Agent
Creates fields, modules and automations from a plain-English request.
Skara Assistant
Your Personal Assistant. Ask, and it's done.
Skara is your sidekick inside Salesmate. Ask it to summarize a deal before a call, draft a follow-up, or find the accounts that need attention this week. It can learn and remember your preferences.
Background Agents
Work that happens while you sell.
Agents that run on their own, from a record, a list, a schedule or a trigger. Let one review stalled deals every Monday or update records after every call, and step in only when an action needs your approval.
Customer Agents
Every conversation handled 24/7, across all channels
Build agents that respond to your customers on every channel, using what Salesmate already knows about them, with capabilities designed for ecommerce, and hand over to your team when a person is needed.
Admin Agent
Delegate the CRM admin work
Use Skara’s built-in CRM admin agent which can manage your custom modules, data fields, system configurations and more - keeps your CRM always aligned with your changing business needs.
Skara AI Studio
Build your own AI agents for any and every business need.
Build your own agents in minutes.
Build your own team of AI agents that understands your business, customers, and can take action. Build for every need and business process with our world-class AI studio.
Let Agent Builder do the setup
Describe the job. Agent Builder will help you create the right agent.
Describe what you want to automate...
Building your agent...
Understanding the job
Drafting instructions
Adding skills: Web research, CRM read
Setting data access & approvals
Agent ready · running its first task
Agent Builder
Describe your idea and Skara builds your agent in minutes and customize it without no-code builder.
Skills
Turn your team’s know-how, preferences and playbooks into agent skills.
Data Access & Governance
Control what data can be accessed by agents or LLMs to build safe and compliant agents.
Memory
Instructions, tools, data, knowledge and audience in one guided screen.
Business Context
Package your team's know-how once, approve it, add it to any agent.
Action Control
Control what actions agents can take on their own and what requires human approvals
MCP Support
Connect any third-party system and use it to build agents with built-in MCP support.
Agents 2 Agent Protocol
Build sophisticated agents that can collaborate with external agents
Usage Limits
Avoid billing surprises by setting credit usage limits for agents and team members
Custom Tools
Build your own custom features or integrations with build-in programing framework
Fallback Models
LLMs might go down, but your business must not - thanks to automatic LLM Provider switching
Workflow Integrations
Use agents into Smart Flows for building agentic automations with infinite flexiblity.
updates
A new experience
Find, see, slice and act on your data, faster.
Built around
how you work.
Every module got the same rethink: table, board and calendar views, filters that reach across modules, inline editing wherever you are, and a command palette that gets you anywhere in a keystroke. Faster to read, quicker to act on.
Get anywhere in a keystroke.
Prepare agendas, facilitate discussions, and ensure that meetings lead to actionable outcomes.
Your data, your view.
Every module gets table, board and calendar views. Activities add a planner. Layouts remember how you set them up, the way a Notion page does.
Answers across modules, without a report.
"Every open deal over $10,000 where the company is in healthcare and the contact opened an email this week." Built in one view, in seconds, with multi-module filters, joins and multiple sorts.
Change it where you see it.
Edit any field inline, in any view. Act on a deal straight from its card on the board. Quick views now come with search built in.
Quick preview
Peek at a record's key details without opening it.
Activities: Board, Calendar and Planner
Plan your day and week three new ways.
Calendar follows your filters
Calendar view uses the filters you set in List view.
Quick actions on the Deal board
Act on a deal straight from its card.
Multi-module condition builder
Build conditions that span modules in one place.
Multiple sorting
Sort by more than one field, in every module.
Every screen
Cleaner screens. Calmer days.
A calmer, clearer Salesmate. Drag to compare.
DarkLight
A colour system that is easy on the eye
Lower contrast where it should be quiet, higher where it matters.
Refreshed type and spacing
Clearer hierarchy and more breathing room on every screen.
Cleaner navigation and quick views
Less chrome, quick views with search, inline edits everywhere.
Calling and inbox
Right person, first time.
IVR, conference calling and automatic inbox routing.
IVR
Greet every caller with a menu that routes them to the right team, so customers reach the right person on the first try.
Invite only · Beta
Conference calling
Bring a colleague or manager into a live call in one click, without the customer having to dial again.
Key updates
(30+)Business Context
Describe your company, products, buyers and business model once, and every agent works from it.
Customer Agents
Agents that answer customers on email, text, WhatsApp, Messenger, Instagram, calls and live chat.
Skara Assistant
Ask questions, draft follow-ups and get deal summaries from anywhere in Salesmate, with an assistant that knows your business.
Background Agents
Agents that run from a record, list, schedule or trigger, and ask for approval before they act.
Chat Assistants
Build your own assistants with their own instructions, data and audience, and chat with them inside Salesmate.
Pre-built agents
Ready-made agents for sales, support and ecommerce, live in under a minute.
MCP support
Connect agents to MCP servers.
A2A support
Let agents collaborate over the A2A protocol.
AI usage controls
Cap AI credits by workspace, user and agent, with model fallbacks.
Agents that build agents
Describe the agent you need and Skara drafts it for you to review and publish.
Skills
Turn your team’s know-how into reusable, approved skills any agent can use.
Agent memory
Agents remember context across runs and build on what your organisation knows.
Agent Builder
Instructions, tools, data, knowledge and access for an agent in one guided screen.
Connectors
Let agents work across apps like Gmail and Slack.
Custom tools
Let agents work with your own sandboxed functions.
AI governance
Mark any field as AI-enabled or sensitive, and choose which actions need approval and which models run.
Quick preview
Peek at a record’s key details without opening it.
Calendar view
See dated records on a calendar, following the filters you set in List view.
Quick actions on the Deal board
Act on a deal straight from its card, with the quick actions you choose.
Multi-module joins in views
Combine related modules in a single view.
Quick search (CMD + K)
Find any record in any module with one shortcut.
Table view
A fast, flexible table for every module.
Activities: Board and Calendar views
Plan your day and week with new Board and Calendar views for activities.
Activities: Planner in sidebar
Keep the Planner one click away in the sidebar.
Multi-module filter
Filter one module by fields from its related modules.
Multiple sorting
Sort by more than one field, in every module.
Quick navigation
Jump between records and modules without losing your place.
Board view
See records as cards, grouped by stage, owner, priority, source and more.
Inline edits
Update any field right in the view, no record page needed.
Multi-module condition builder
Build conditions that span modules in one place.
New design
A cleaner, calmer Salesmate that is easier on your eyes.
IVR
Route every caller to the right team with a call menu.
Conference calling
Add teammates to a live call in one click. Invite only, beta.
Automated routing in Unified Inbox
Send every incoming conversation to the right rep automatically.
The most powerful Salesmate yet, built for the age of agents.
Available now inside your Salesmate account. Start unlocking the infinite opportunities for your business.
Your Business
Your AgentsAI