A special 5-person roundtable: Using AI agents for Sales Managers

​This is a small, private conversation with five sales ops leaders who are either already using AI agents or actively thinking about how to adopt them.

​We’ll talk about what agents are actually doing today, where they break, and how to build real trust in them.

The session will be co-moderated by Nico Finelli, Founding GTM member at Vellum. Nico has a background in robotics and machine learning and has worked on building reliable automated systems before bringing that mindset into go to market teams.

This is a space to share real experiences and ask honest questions based on what other sales ops leaders are seeing in the field, such as:

​• When to use agents to keep CRM data clean and up to date
• How to enable agentic handoffs between sales and marketing without losing context
• Are agentic follow ups after meetings useful?
• Agentic support for forecasting and pipeline hygiene
• How to build internal trust in agentic systems without sounding like hype