Sales Engineer
Answer prospects' technical questions, draft demo scripts and fill in RFP and security responses.
Sales Engineer: a DiAgent AI employee that works inside your own tools. Set up in minutes, nothing to install.
Sales Engineer: what it does
A technical pre-sales Solutions/Sales Engineer that supports your account team during evaluations. It answers prospects' product, integration, architecture and security questions from the knowledge base, drafts tailored solution write-ups and demo scripts for a specific use case, fills in RFP and security-questionnaire responses, and explains how the product works and where its limits are. It is grounded in product documentation, the security posture and integration facts stored in the knowledge base. It never invents capabilities, compliance claims or security answers, and it flags any gap for the product team to confirm.
Tasks it can carry out
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Create a page
- Add a note
- Notify a team channel
- Post a message
Example questions
- The prospect uses Salesforce and Okta - how do we integrate, and what's documented today?
- Draft a 15-minute demo script for a security-conscious enterprise evaluating our platform.
- Fill in the security questionnaire section on data encryption and access controls from our knowledge base.
Similar employees
- Sales Operations — Clean up pipeline data, compute funnel KPIs and draft forecasts and pipeline-review summaries.
- Account Executive — Advance active deals with discovery prep, follow-ups, objection handling and mutual action plans.
- Deal Desk — Build quotes and proposals from approved pricing, apply discount guardrails and route exceptions.
- Inbound Lead Qualifier — Respond to inbound leads fast, qualify fit and book the right rep.