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Zailor
Rethinking Revenue Workflows with Embedded Agents.
How Might Embedded Agents Rethink Revenue Workflows?
Overview - In the summer of 2025, I led product design on an account tracker and GTM intelligence tool built for revenue and customer-facing teams. My focus was on interface design and research, exploring how embedded agents can transform static workflows into adaptive systems.
Revenue teams are buried in complexity.
Problem - SDRs, account executives, customer success managers, and revenue operations teams move between dozens of tools every day. They jump between enrichment platforms, CRM dashboards, outbound tools, LinkedIn tabs, internal spreadsheets, and shared documents. They search for leads, gather context, update records, and attempt to stitch all of it into a coherent motion.
Data can become fragmented. Insights arrive too late. Valuable time is spent managing systems instead of managing relationships.
Simplifying this complexity isn't the right approach in terms of removing features, as this reduces capability. The challenge is to embrace the complexity and rely on workflows that align with individuals or teams instead of against them. Eliminate friction.
Instead of forcing simplicity, we can use AI as a layer that optimizes complexity.
Opportunity - Every team is different. Every sales motion is different. A solution must adapt to that reality and allow for deep integration so that SDR teams, account managers, and customer success teams can shape it around their workflows instead of reshaping their workflows to fit the tool.
Instead of shrinking the toolset, we can connect it. Instead of relying on humans to push data forward, we can embed AI agents that act autonomously.
Optimizing revenue workflows through embedded AI agents
Solution - Zailor is designed to sit at the center of revenue operations. It is built on three core pillars: account tracking, embedded intelligence, and agent-driven orchestration.
Stay in context while you work
AI searches across the web to surface the latest company news, funding updates, and key data points, keeping everything you need in a single view with no tab switching.
Reveal enriched company insights
Access accurate headcount, annual revenue range, and key metrics at a glance, helping teams qualify accounts faster and focus on the opportunities that matter.
Build and deploy intelligent agents
Design adaptive agents that track accounts, surface insights, and move work forward automatically. Configure their behavior and action, starting from presets or building custom agents that match your team's workflow.
Exploring agent-powered flows through rapid, coded experimentation.
Prototyping and Testing - Instead of relying on static screens, I built interactive prototypes using Lovable, Next.js, and Cursor, which made trial and error faster and far more intuitive. Coding early meant I could test responsiveness, refine micro-interactions, and consider edge cases like loading and empty states from the start.
We then tested these flows with revenue professionals. Observing how they used them revealed opportunities to refine the experience.