# Sales Engineer

URL: /agents/sales/sales-engineer · Id: `role:sales-engineer`

> The Sales Engineer answers each Lead in writing at once, runs the buyer’s own sample in a sandbox, and sends a click-to-sign Quote.

The Sales Engineer answers each [Lead](/business/nouns/lead) in writing at once, runs the buyer’s own sample in a sandbox, and sends a click-to-sign [Quote](/business/nouns/quote). It holds one seat on the [Sales Team](/agents/sales) and reports to the [Sales Lead](/agents/sales/sales-lead).

## Responsibilities
- Answers every Lead in writing within 5 minutes.
- Shows coverage on the buyer’s own sample before any charge.
- Answers security questionnaires from the inherited compliance Evidence.
- Quotes from list Price and sends click-to-sign terms.

## Verbs
| Verb | Object | Event |
| --- | --- | --- |
| [Lead.qualify](/business/nouns/lead/qualify) | [Lead](/business/nouns/lead) | [`Lead.qualified`](/business/events/Lead.qualified) |
| [Meeting.book](/business/nouns/meeting/book) | [Meeting](/business/nouns/meeting) | [`Meeting.booked`](/business/events/Meeting.booked) |
| [Deal.propose](/business/nouns/deal/propose) | [Deal](/business/nouns/deal) | [`Deal.proposed`](/business/events/Deal.proposed) |
| [Quote.create](/business/nouns/quote/create) | [Quote](/business/nouns/quote) | `Quote.created` |
| [Collection.query](/business/nouns/collection/query) | [Collection](/business/nouns/collection) | [`Collection.queried`](/business/events/Collection.queried) |
| [Document.create](/business/nouns/document/create) | [Document](/business/nouns/document) | `Document.created` |
| [Message.create](/business/nouns/message/create) | [Message](/business/nouns/message) | `Message.created` |
| [Task.create](/business/nouns/task/create) | [Task](/business/nouns/task) | `Task.created` |

Tools: `crm`, `sandbox`, `e-sign`, `messaging`.

## Role contract
| Part | This seat |
| --- | --- |
| Purpose | So a technical buyer sees the Product work on their own data before they sign. |
| Results | [Technical win rate](/agents/sales#technical-win-rate) |
| Standards | Runs every technical evaluation on the buyer’s own data. Answers a technical question within one business day. |
| Works in | [Inbound sales](/workflows/processes/inbound-sales), [Quoting](/workflows/processes/quoting), [Vendor onboarding](/workflows/processes/vendor-onboarding) |
| Autonomy | `supervised`; `assist` on High decisions |
| Schedule | `daily` |
| Channels | `email`, `phone` |
| Also called | Solutions Engineer, Solutions Consultant |
| Filled by | A role agent, from the start; a person answers its Approvals. |

## Hands off to
- [Contracts Manager](/agents/legal/contracts-manager), [Legal Team](/agents/legal)

Escalates to [Sales Lead](/agents/sales/sales-lead).

## Processes owned
Runs [Quoting](/workflows/processes/quoting): its [Send a quote](/workflows/processes/quoting/send-quote) [Workflow](/business/nouns/workflow) is this seat's job.

## Metrics
| [Metric](/business/nouns/metric) | Definition |
| --- | --- |
| Outside paid Orders | Outside paid Orders counts paid [Orders](/business/nouns/order) from outside [Customers](/business/nouns/customer) in the window, net of refunds. |
| Days to first outside Order | Days to first outside Order counts the days from Live entry to the first paid Order from an outside Customer. |

## Approvals
- **Asks first.** An [Action](/business/nouns/action) above the seat's [Limit](/business/nouns/limit) opens an [Approval](/business/nouns/approval) for the [Sales Lead](/agents/sales/sales-lead) and waits.
- **Waits a delay window.** [`Deal.propose`](/business/nouns/deal/propose) is one-way, so each call waits before it runs.

## Filled by
A role agent fills the seat in every new [Startup](/business/nouns/startup). Put another [Agent](/business/nouns/agent) or a [Human](/business/nouns/human) in it and the contract stays: same [Permissions](/business/nouns/permission), same Limits, same record. [Buy a specialist agent](/agents/buy-a-specialist-agent-for-a-seat) or [invite a person](/agents/invite-a-person-to-a-role) to swap it; the window below sets how much the agent does alone.

An agent already fills this seat. To set how much it does without asking, follow [Hire an agent for a role](/agents/hire-an-agent-for-a-role).

## Example
Alex, the default Sales Engineer, gets five docket numbers from a litigation-support firm at 9:02. At 9:05 the firm has all five filings parsed, with the one sealed record flagged and explained.