Artificial intelligence is transforming how modern sales teams operate, especially inside customer relationship management (CRM) systems. monday AI agents are built directly into monday.com CRM to automate lead generation, outbound outreach, and sales follow-up workflows without requiring additional third-party tools.
Designed specifically for revenue teams, monday AI agents function as digital sales assistants that handle repetitive, manual tasks so SDRs and BDRs can focus on closing deals and building deeper relationships.monday CRM features two core AI agents: Lexi (AI Lead Agent) and Chris (AI Sales Agent). Together, they automate the top of the sales funnel, from prospect sourcing to live outbound calls. The information in this article was shared by Yaniv Lipovitsky, a product manager at monday.com, who helped developed these AI agents, and shared his insights and experience with Simpleday founder Tara Horn. Watch their full conversation below.
What Are monday AI Agents?
monday AI agents are autonomous, workflow-based AI assistants embedded within monday CRM. They are designed to move outbound sales processes forward by automating lead discovery, qualification, calling, follow-ups, and documentation.
Unlike external AI tools that require integrations and tool switching, monday AI agents operate natively inside the monday CRM ecosystem. This reduces friction, eliminates data silos, and ensures full visibility into every action and interaction.
These AI agents are purpose-built for sales teams that want to scale outreach without scaling headcount.
Lexi: AI Lead Generation Agent in Monday CRM
Lexi is monday.com’s AI-powered lead generation agent. Her role is to continuously identify and deliver high-quality leads directly into your CRM based on your Ideal Customer Profile (ICP).
How Lexi Works
Lexi begins by analyzing your defined ICP specs, including target industries, company size, job titles, and geographic regions. Using multiple data sources (not limited to LinkedIn), she identifies prospects that match your criteria and ranks them by relevance.
Users can refine targeting parameters at any time. For example, you can:
- Limit leads to North America
- Exclude specific industries
- Adjust company size filters
- Add custom prompts for more nuanced targeting
Once satisfied with the preview, you choose where the leads should appear inside Monday CRM. Lexi allows you to:
- Select the destination board
- Choose the appropriate group
- Map data fields (such as company name, LinkedIn URL, job title, etc.) to CRM columns
- Schedule how many leads should be delivered daily
After activation, Lexi automatically feeds new prospects into your CRM at scheduled times, ensuring a steady, consistent top-of-funnel pipeline.
For many sales teams, lead sourcing consumes hours each day. By automating prospect discovery, Lexi doesn’t just save time on the prospecting itself, but she eliminates context switching between databases, data enrichment platforms, and CRM systems which saves even more time.
The result: higher productivity, better data accuracy, and continuous pipeline growth.
Chris: AI Sales Calling and Outreach Agent
Chris is monday.com’s AI outbound sales agent responsible for calling prospects, handling live conversations, and managing follow-up actions.
How Chris Works
Chris operates based on CRM triggers. For example, when a lead’s status changes to “Ready for Outreach,” Chris automatically initiates a call.
Before activation, sales teams can customize Chris with:
- Voice preference (male or female)
- Call script and tone
- Objectives and qualifying questions
- Boundaries and compliance instructions
- Prompts for SMS follow-up with scheduling links
- Company knowledge base for context
When triggered, Chris places a real outbound call. During the conversation, Chris can:
- Ask scripted discovery questions
- Adapt responses dynamically
- Send SMS follow-ups
- Share a scheduling link for booking meetings
Following the call, monday CRM documents the full call transcript and recording, an AI-generated call summary, and timeline updates within the contact record. This ensures complete documentation and compliance visibility.
Why are there TWO monday.com AI agents?
Sales workflows and procedures vary across organizations. Some teams already have reliable lead sources but need help scaling outbound calls. Others want automated prospect discovery while keeping outreach human.
By separating lead generation (Lexi) and outreach (Chris), monday AI agents offer modular flexibility. Teams can deploy one or both agents depending on their sales strategy.
This multi-level approach was thoughtfully designed to create maximal performance and better workflow customization.
How monday AI Agents Improve Sales Productivity
Today’s SDRs spend significant time switching between tools including lead databases, dialers, SMS software, scheduling tools, and CRM systems. This context switching doesn’t just reduce efficiency, it increases the risk of incomplete data and missed follow ups.
monday AI agents consolidate lead sourcing, data, call recordings, SMS messaging, scheduling, and documentation all within the monday CRM, reducing context switching and lost information. By removing manual busywork, AI agents allow reps to focus on high-value activities such as relationship-building, objection handling, and deal strategy.
Transparency, Control, and AI Governance
Trust is critical in the sales process, especially when AI is involved. monday AI agents are designed with transparency as a core principle.
Every interaction is fully logged with transcripts and recordings available for review. This level of visibility often provides more oversight than legacy manual outreach processes.
Who Should Use monday AI Agents?
monday AI agents are particularly effective for:
- Startups scaling outbound sales
- Mid-market companies optimizing SDR efficiency
- Revenue teams with defined goals and clear ICPs
- Lean sales organizations looking to reduce operational overhead
They are especially valuable for teams running structured outbound campaigns that require consistent execution at scale.
The Future of AI in CRM and Sales Automation
The future of AI is moving beyond simple task automation. monday AI agents represent a shift toward autonomous workflow execution and a world where AI doesn’t just assist but actively performs operational tasks within predefined boundaries.
By embedding AI natively into the CRM platform rather than offering it as a separate tool, monday.com positions AI as a built-in teammate rather than an add-on solution.
Are monday AI Agents Worth It?
If your sales team spends significant time on manual lead sourcing, repetitive calling, and administrative documentation, monday AI agents offer a more affordable, scalable solution.
They reduce tool sprawl, automate top-of-funnel workflows, and provide full visibility into AI-driven interactions, all within monday CRM.
As of this writing, monday AI agent pricing is as follows:
Free ($0/month): 1 active agent, 200 agent credits per month, 2 seats, community support
Squad $49/month): 10 active agents, 5,000 agent credits per month, 250 calls, 10,000 web searches, 2,500 emails, unlimited seats, and standard monday.com support.
Force ($299/month): 75 active agents, 30,000 agent credits per month, 1,500 calls per month, multi-agent workflows, and prioritized support.
Additional credits are available for $99/month for 10,000 AI credits.
*note: AI agent plans and credits are separate from other monday.com AI pricing models.
For organizations aiming to increase outbound efficiency while maintaining control and transparency, monday AI agents represent a powerful step forward in AI-powered sales automation.
Nevertheless, while monday AI agents can significantly improve efficiency, it’s important to remember that AI-generated outputs may obe inaccurate, incomplete, or unpredictable. Human oversight is essential to review, validate, and approve any AI-driven actions or recommendations.
To discuss whether monday AI agents are right for you, book a free consultation (with no obligation, EVER). We have extensive experience building AI agents and designing workflows that work for companies of all sizes and would love to show you how monday.com AI agents can level up your lead generation and sales cycles.
