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AI Sales Agents Guide
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Which actions an open-source AI sales agent may take alone

A sales agent can research a lead, draft a follow-up and write the result to the CRM with nobody watching. A message that reaches a buyer is the place to put a person. Kortix is the open-source AI Operating System that runs the agent, and its approval gate is a policy in the repo you own.

Three controls, each one a file you can read

One stops a send, one decides who may merge, one governs a single call.

The send

send-gate.txttext
The agent researches and drafts freely, but nothing goes out on its own: every follow-up stops at a human approval gate as a draft for a person to review and send.No message reaches a lead without a person reviewing the draft and sending it.Only the drafts it produces are written back out.

Source: https://kortix.com/use-cases/lead-follow-up

kortix.yaml

The starter agent ships with kortix_permissions: all. Drop project.gitops.merge from that list and its change requests wait for a person.

kortix.yamlyaml
kortix_version: 2default_agent: kortixagents:  kortix:    file: agents/kortix.md    connectors: all    kortix_permissions: all

Source: https://kortix.com/docs/project/manifest

policy

The first rule that matches wins. A send that matches the pattern runs; the same action to any other address waits for a person. A changed argument needs a new approval.

kortix.yamlyaml
policy:  default_mode: risk  policies:    - match: gmail.send_email      action: always_run      conditions:        - arg: to          match: "*@example.com"    - match: gmail.send_email      action: require_approval

Source: https://kortix.com/docs/connect/connectors

What happens when a run ends

The change request is where a person reads the work before it lands.

change-request.txttext
The agent commits, pushes the session branch, and opens a change request against the project's default branch.A person merges itA person with the project.gitops.merge permission reviews the change request and merges it into the default branch.

Source: https://kortix.com/docs

Three things you can check at the source

Each one sits in a place a reviewer opens before the first send.

The grant list

A kortix_permissions list on the agent decides what it may do, and it sits in kortix.yaml where a reviewer reads it before the first run.

The diff

Session work arrives as a change request, so the review is a diff of the files the agent touched. What lives in that repo covers the layout.

The secrets

Credentials are encrypted in the secrets manager and injected at runtime, scoped to the agents you grant them to. Connector credentials are brokered server-side and never enter the machine.

The approval question, tool by tool

What each tool does on its own, and where the control over a send sits.

ProductOpen sourceWhat runs unsupervisedWhere the approval control livesWhat a person sees afterwardsWhat you change without the vendor
KortixYesResearch, drafting, CRM notes, a slot; you set the send gateA policy and a permission list in your git repoEvery action is recorded; reading the audit log depends on the planThe persona, skills, permission list and tool rules in the repo
AiSDRNoBuilds and runs campaigns, sends, classifies replies, books meetingsIn its platform: pause outbound at any timeA unified inbox holding every email and LinkedIn messageMessaging, ICP and sequences inside its product
ArtisanNoFinds leads, writes outreach, handles replies, books meetingsIn its platform: approve before sending, lock tone and CTAsAudit logs, held on its platformAva’s coaching and guardrails inside its product

Rival cells come from each vendor’s own pricing page, checked October 2026. Kortix cells come from its published lead follow-up flow and its docs. The Kortix vs AiSDR page takes the managed-SDR trade-off further.

Questions buyers ask before an agent touches a pipeline

Short answers on what an agent may do alone, and on running the gate yourself.

Can AI agents do sales?

Yes. Agents research the lead, write the pre-call brief, update the CRM, draft the follow-up and propose a slot, and the lead follow-up flow Kortix publishes holds the send for a person. The comparison hub sets that flow beside the managed SDRs.

Can you self host an AI agent?

Yes. Kortix runs on Kortix Cloud, in your VPC, or on your own on-prem network, and self-host is free, so the gate and the repo stay on your infrastructure.

Put a person on the send, then read what the agent did.

Start with new-lead follow-up and one tool rule on the send step.