SaaStr 845: How SaaStr Built a $5 million Pipeline Machine with 1.5 Humans and 20 AI Agents with SaaStr's Chief AI Officer and Momentum from Salesforce's VP of GTM

11 Mar 2026 · 41 min · 16 chapters

Ask about this episode

Ask anything about it. ChatGPT or Claude reads this page and answers with the times it was said.

Connect VO and ask about every podcast you hear, including the moments you saved. Add to ChatGPT · Add to Claude

In short

Podcast Summary: SaaStr 845 - How SaaStr Built a $5 Million Pipeline Machine

Episode Overview In this episode of The Official SaaStr Podcast, host Jonathan Kvarfordt interviews Amelia LeRutte, SaaStr's Chief AI Officer, and discusses how SaaStr effectively utilized AI to enhance their pipeline generation that resulted in a $5 million pipeline with minimal human resources. The conversation covers Amelia's journey, the technology stack employed, measurable outcomes, and insights into scaling teams through AI.

Key Guests

  • Amelia LeRutte - Chief AI Officer at SaaStr
  • Jonathan Kvarfordt - Host and VP of Go-To-Market at Momentum/Salesforce

Highlights

Amelia's Journey to Chief AI Officer

  • Transitioned from social media management to SaaS and ultimately to AI.
  • Conducted a three-month deep dive into AI agents to explore their capabilities.
  • Developed a reputation as "the AI agent whisperer" within SaaStr.

The 20-Agent Stack

  • SaaStr utilizes 20 AI agents to automate various marketing and sales tasks.
  • Tools integrated into the stack include:
  • Salesforce Agent Force
  • Artisan
  • Qualified
  • Clay
  • Momentum
  • Gamma
  • Zapier

Multi-Agent Workflow

  • A single form submission can trigger a series of actions by multiple agents, such as:
  • Enriching data
  • Creating personalized presentation decks
  • Drafting follow-up emails

Measurable Outcomes

  • Deal volume doubled within 8 months.
  • Win rate doubled, with $2.4 million closed from AI-sourced pipeline.
  • $4.8 million in additional pipeline created.

The "90/10 Rule"

  • Decision-making principle for deploying AI agents:
  • 90% of the time, opt to buy existing solutions instead of building them.
  • 10% of the time, develop custom agents when a specific need arises.

Technical Insights

  • Automation and Integration:
  • The use of Zapier and webhooks to manage data flow between agents.
  • Integration of agents into existing tools allows for seamless operations.

Demos and Real-Time Applications

  • Live demonstrations of agents in action, showcasing their workflows and the real-time benefits of using AI in business operations.

Implications for SaaS Founders and Teams

  • This episode provides actionable insights for startups and scaling SaaS teams on using AI to enhance operational efficiency.
  • Emphasizes the importance of integrating AI into go-to-market strategies for achieving scalability.

Conclusion The episode concludes with a discussion of upcoming events, notably the SaaStr Annual, and the increasing importance of in-person networking in an AI-driven SaaS environment. Amelia’s insights serve as a powerful reminder of how AI can drastically improve business outcomes while allowing human teams to focus on strategic initiatives.

Action Items

  • Explore AI Agent Solutions: Consider implementing AI agents to improve efficiency.
  • Attend SaaStr Annual: Gain insights and network with industry leaders to learn more.

For more details, visit [SaaStr Annual](https://www.saastrannual.com/) and engage with Amelia AI for promotional codes and event info.

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

Tap a time to open that second in VO

Interacting with Amelia AI

0:45 to 2:40

Discussion on user interactions with Amelia AI and its impact on events.

“And I, you know, I'm always running around our sass for events.”

Meet Amelia LaRoute

3:15 to 6:10

Introduction and background of Amelia LaRoute, Chief AI Officer at SaaStr.

“I was just going through your stuff before the show.”

Amelia's Journey and AI Integration

6:10 to 9:10

Amelia shares her journey from social media to AI and SaaStr's marketing strategies.

“But as soon as you get there, you're like, you have to fly.”

The Evolution of AI in SaaStr

9:10 to 12:10

Discussions on the growth of AI agents at SaaStr and their impact on efficiency.

“So there's like a VC pitch check one, evaluation calculator, the startup benchmarking.”

Agent Functionality and Strategic Use

12:10 to 14:00

Exploring how different AI agents are utilized within the SaaStr framework.

“But actually, it's fine for my perspective, like, other than the cost of paying for two platforms, which most people don't want to do, right?”

Exploring Go-To-Market Strategies with AI Agents

14:00 to 15:30

Learn about the various strategies for using AI agents in go-to-market efforts.

Managing Multiple AI Agents Effectively

15:30 to 18:40

Discover how to manage multiple AI agents and the tools that can help streamline workflows.

Measuring the Impact of AI on Business Pipeline

18:40 to 21:50

Understand how AI agents have influenced pipeline growth and business results.

“And then if they want to, they can send it automatically, but they don't have to.”

Enhancing User Interaction with AI

21:50 to 25:00

Learn how AI agents can improve user interaction and provide valuable responses.

“you're talking about the AISD or AIBDR STR.”

Advanced Features of AI Agent Systems

25:00 to 27:55

Explore the advanced functionalities of AI agents to enhance customer engagement.

Show all 16 chapters

Leveraging Slack and AI for Sales Efficiency

28:00 to 29:20

Learn how integrating AI agents with Slack can enhance sales call management.

“I'm curious as you do this, I keep thinking for a lot of people, as far as interaction with agents, I think Slack is an amazing place because I use Zapier and relevance and momentum and all these layers on top of Slack.”

Real-Time Sales Feedback Mechanisms

29:20 to 30:34

Explore the importance of real-time feedback in sales processes and productivity.

The 90-10 Rule for Agent Deployment

30:34 to 32:37

Understand the decision-making process behind deploying new AI agents in a business.

Building User Experiences with Replit

32:37 to 35:34

Discover how to create user-friendly interfaces using Replit for various applications.

“We don't need to build our own DevOps agent.”

Evolution of SaaStr Annual into AI Focus

35:34 to 36:54

Learn how SaaStr Annual has transformed to emphasize AI in their conferences.

“This is perfect to end on because we want to make sure we don't leave without talking about Sastra Annual.”

The Role of In-Person Events in AI Adoption

36:54 to 39:41

Examine the significance of in-person events for facilitating hands-on AI learning.

“So you should hear different perspective from different stages and ideas and different ways of how people present.”
Hear the part that matters, and keep it.Open this episode in VO. Double tap your headphones to save a moment as you listen.
Get VO free

Transcript

Automatic transcript. May contain errors.

0:01Jonathan Kvarfordt:Welcome to the official Sastra podcast where you can hear some of the best Sastra speakers. This is where the cloud meets. Up today on the Sastra podcast.

0:11Amelia LeRutte:But it's interesting, like I'll go through the chat. I used to like when we first deployed this, I was like, I'm going to read all the chats as I can in real time. And I was like, okay, I'm not learning like a ton. So then I was like, okay, I'm just going to like at the end of the day, see like what are the like the highlighted chats. And like, it's interesting to see how people interact with Amelia AI, like especially when the video component is on or even just in like a chat format. But like sometimes people ask like, hey, I have a question for like real Amelia. And so like it'll help answer them, which I think is really cool.

0:43Amelia LeRutte:Like it's funny. It had this effect where like census was live for a couple of months before a London event. And I, you know, I'm always running around our sass for events. People would come up to me during London and be like, hey, I talked to your AI. Or they'd be like, oh, you're real Amelia. Like I talked to Amelia AI. And I was like, yeah, that's me. And it's really funny because the conversations would be like, you know, totally like socially awkward. And I'm like, I feel like you had a better conversation that wasn't as awkward with my agent. But I was like, yeah, that's, you know, that's me.

1:16Amelia LeRutte:And I'm glad you used it because that's what it's there for.

1:23Amelia LeRutte:Hey, Sasser, imagine having agents for every support tab. one that triages tickets, another that catches duplicates, one that spots churn risk. That'd be pretty amazing, right? HappyFox just made it real with Autopilot. These pre-built AI agents deploy in about 60 seconds and run for as low as two cents per successful action. All of it sits inside the HappyFox Omni Channel AI First support stack. Chatbot, Copilot, and Autopilot working as one. Check them out at happyfox.com slash saster.

1:55Jonathan Kvarfordt:Hey, everybody. SaaSter Annual will be back May, 2026. The world's largest SaaS and AI gathering for executives. Just as last May, we hosted 10 ,000 attendees with 68 VP level and above attendees, 36 % CEOs and founders, and 25 % were AI first professionals. It's the very best of S-tier attendees and decision makers that come to SaaSter Annual and AI Summit each and every year. But here's the reality, folks. The longer you wait, the higher ticket prices get. They're cheap now. They're cheap, so just get them. Early lock in your spot today. Use my code Jason100 for exclusive savings. Get your tickets at podcast.sasteranual.com or just use code Jason100 when you check out.

2:36Jonathan Kvarfordt:See you there. Saster Annual and AI Summit 2026. It will rock. I am thrilled, pleased, privileged, excited, and ecstatic. I try to do five. This particular episode because I have my dear friend, Amelia LaRoute, who is a Saster chief AI officer, which I'm geeking to talk to you all week. We've talked many times before because we're Momentum's a sponsor, so we've talked. But this episode, I've been so excited for because I love what Saster's doing. Jason has said many times that you're the AI agent whisperer, and so now I get to have you to talk to. I'm so excited. So first off, how are you? And thank you for coming.

3:14Amelia LeRutte:Wow, thank you. I feel like you've nailed the Jason Kelsey type intro of podcasting. I love it.

3:20Jonathan Kvarfordt:Well, that's very nice. So a little bit about you. You have a social media background. I was just going through your stuff before the show. You came from social media and then it's old school. And then you came to SaaS versus demand gen social media. And you've kind of gone up the ranks where last year you were the, you were the general senior vice president. And then in August is what you put down. You shifted to chief AI officer. So I'm curious, like, tell me a little more of your journey and how did this come about to be? You're the agent whisperer, as Jason says. How's that coming about?

3:47Amelia LeRutte:It's been an interesting journey. So when I first started, I was like, you know, OK, I had been a sponsor of Sastra. Actually, I worked at this company called EverString, which is now not around. But the founder is doing, JJ's doing Vulture. And I was like, oh, I know Sastra because we were a sponsor from EverString. And I know they do these events and I don't know too much else. Like I was there for like a day when we sponsored and I did boot duty. So I didn't really do a whole lot. So it was just interesting of like I had done events that scaled previously more in my B2C background. so I had worked at a bunch of like beauty companies and they did like you know 100 ,000 person events and so when I got to Sastr I was like okay I got hired to do like marketing and social so I'm just going to do that so I was just like working on annual you know getting people to come and then that was the first year because that was 2017 I joined and then 2018 was the first year that Jason wanted to do a London edition because it had only been an SF and so in that I was like oh I was like I see things being made like I see some poor decisions being made in like events planning event production and i couldn't help myself i was like oh you know what about this okay okay oh you like okay what about this and then it like quickly grew from there into like i i did the the first ropa with some help and then like the next events after that i was like okay you gotta let me just rock because i can i can rock this uh so for a while like my svp gm role was like okay i i led a bit of you know like the now we have like an events agency too but like i helped run like the events coordination and then market i still do like a lot of the marketing myself sent all the emails right got people to come and i started helping the sales team along the way by that time i was like pretty ingrained with the sales team because i was like here's what you can i can't sell some event because they weren't as you know they came from like traditional sass they didn't know the boundaries as much then we did the 2021 saster annual was the only major event in the bay area and it was because we figured it out like between me and Jason mostly just you know pushing the rock up the Maui and we're like we're gonna make this happen right right so that was that and then after that yeah I fell into more of like okay I'm managing you know sales marketing just everything like everything going to market everything events all the stuff all the stuff and then I remember last year we were like okay we have so many AI speakers already but I felt like I didn't know it as much then I was like oh you know I use Claude whatever and i use chat gpt definitely not the level of agents i have now and so it was just like this journey where jason started it when he cloned himself on delphi because you know he wanted to be able to give people more advice on like saster and but then from there that was like we kind of saw in delphi like we famously saw people started asking questions about like saster annual about the events about saster like getting involved and it because it was built to be a jason clone and like give advice like sass advice to people it wasn't as good at that and so after sass for annual last year which was in may that's when i went deep i was like okay i'm gonna look at every agent and go to market i'm gonna figure out which ones we need and then we like i basically locked myself in a room for like three months until we started working on our london event and i was like i'm just gonna work on agents like don't talk to me like i'm gonna figure this out and i'm just gonna figure out how to make it work right not only figure it out but like figure it out so that is successful.

7:03Right.

7:03Jonathan Kvarfordt:I don't think people understand, like, it does take some time to do it, but the fact that you, I always call it the slingshot effect of AI, because when you start to focus, you feel like you're slowing down because you have to learn it. But as soon as you get there, you're like, you have to fly. Yes. A hundred percent. Yeah. It's crazy. So now you're here, you guys, you talked about, you have 20 agents now. So you start obviously with Delphi and Jason and mimicking him and for his advice. And I think I heard Jason say the increase of amounts you guys are getting with a smaller team is greater now than it was before.

7:30Jonathan Kvarfordt:Something like that it was so an interesting sound that he had do you know that yeah so like i know he's talked about it online so i'll just touch on it briefly like the pre-annual last year we had more than three humans and a dog and like we had one agent and you know because of how saster is again it's

7:47Amelia LeRutte:not a traditional sas company sometimes we i mean i'll just be honest we don't have like pads to like promotion on our sales side because we had a few we had like a couple of aes going into annual last year and like a couple sdrs and like some of the sdrs were like oh well like can i become an ae i was like yes but like let's put you on a path to doing that not just like okay sester annuals over and you automatically become an ae which i think is what they kind of wanted and i was like that's just not i get like this major event is happening for us but like you're

8:18Jonathan Kvarfordt:not there yet like you're not ready yeah and so for a lot of reasons like folks left on more so

8:25Amelia LeRutte:of the sales side and like because our events team is typically part-time anyway like they're not year-round right like it's like we spool them up we need them for events it was almost the same like in marketing we just couldn't find any good help to be honest and so we we developed this agent thing and yeah the lift that jason always talks about is because like because now we have all these agents like i i hearken back to it a little differently of like this time last year I had oh yeah we probably had like 10 humans around this time last year no agents right like maybe one like one we had the Delphi going barely and like the amount of time I would spend just talking to people or like talking through the drama or oh I want to do this or oh I want to do that but like we gotta go like it's January the event's in May yeah I'm like we don't have time to like debate this stuff that we've done for you know 12 years now like some of this just has to get done so that's where we get a lot of the lift out the agents so like that's where we started doubling down on the agents because we're like okay we can get we're not that many people but we can get a lot of scale out of them when we do them right so these ones obviously the left-hand

9:33Jonathan Kvarfordt:side is the repli ones you guys have made for whatever reason so those ones yeah you guys used internally it was ones you send the people and say hey go talk to this agent or how do you handle

9:41Amelia LeRutte:those yeah we more so send them to people so the ai mentor actually goes to delphi so that one goes So there are the other five, the four slash in the middle. So there's like a VC pitch check one, evaluation calculator, the startup benchmarking. Like those three were ones that Jason had been wanting to put out as Aster for a long time and just could never get like a developer to do it. And so finally, he was like, you know what? I already have the specs of what I want because I've been sitting on this. He's been sitting on it for years. Waiting for everything. Yeah. And then, you know, through the magic of Vibe Coding, could launch those products.

10:13Amelia LeRutte:And I think it's a lot. I think the pitch deck or the valuation calculator combined has been used almost like a million times or something crazy like that. Like, it's just helpful for our community, right? Like, it's so helpful for the startups, the founders to be like, okay, this is actually giving me pretty good feedback. It's reading the other decks and giving me feedback. It's honest in the valuation calculator. And so I feel like it's just giving people a lot of, like, honest advice via a tool. So he was kind of sitting on those. the deal flow one is one that we've been wanting to make for saster specifically because we're like okay we always have like these vc programs that are events right that are somewhat hard to automate and it's a lot of like manual like looking at spreadsheets and like literally matching people so that's why we built that one the content review one also interestingly we replaced how we were doing content because we had a human agency that was like hey we had a few good years of saster and we just don't want to do this anymore and i was like that'd be fine if you told me like any other time of year but it was literally last january when they told me right before may and i was like okay okay so so yeah so then you know we we talked about through may and then post may we're like okay the first thing we're gonna do is build this ai content review agent so people can submit a speaking session for saster it gives them real-time feedback it tells them like the chances that will you know accept it or not and for us we're like we just need this time back like we have no more agency doing this because but the ai's maybe i don't want to say it's better at it it's about as good as like the human agency was because i'm like we put in the same context right we're like hey here's all the good sessions from sas reanels here's all the bad ones here's what to look for here's what we don't you know want and also we're limited on how many slots we have and so because the ai is like less biased sometimes it is like the grades it gives is like a little bit more fair then sometimes you know humans would be like oh this was my client or this was my friend like can i get them on stage like the ai agent just not care i love it so these the right side i'm

12:13Jonathan Kvarfordt:curious like when you think about do you think in the terms of jobs be done or because like some of these could have some overlap so how do you they do overlap yeah how do you think like you narrow them down to silos or they overlap in certain ways that's strategic for saster how do you make sure

12:27Amelia LeRutte:all these work together and in yeah we we do events we have sponsors like momentum and we have other sponsors like a sales force where like we do try and use the apps that are you know our partners have and that our sponsors have and that's why we have so many like some of them do have direct overlap but honestly even though some of them have direct overlap right like agent forces is an AISDR, Artisan's an AISDR. We use both of them. But actually, it's fine for my perspective, like, other than the cost of paying for two platforms, which most people don't want to do, right? Costs aside, I would say because my brain can split how I'm putting leads to each of those different agents, to me, it makes sense to say, okay, I'm going to use AgentForce for people I want to follow up with that are already in Salesforce, because duh, they're already in Salesforce.

13:18Amelia LeRutte:And then like Artisan, I'm going to use more so for like warm follow-ups so like this is my this is like across my agent so this is like my outbound AISDR funnel and this is just for outbound this is not including inbound but I like to show this to people because I'm like some of these people are in Salesforce yes some aren't so like if they are in Salesforce I'll use Agent Force for it because it's just easier like that data is already there I don't have to move it if they're not though then like a website visitor not necessarily is in Salesforce then I'll use something like an artisan agent and do an AISDR there because I'm like they are on the website and that is cool because obviously they're taking an action but I want the agent to maybe like not talk about all the historic stuff that they did with us in you know our Salesforce account records like maybe that's TMI because they're just on the website like they're just you know very top of funnel and so I go through like these are all the things too and it's funny too and like in building this list and like trying to mentally map and model like okay which agents should be doing which like go to market things i was like dude there's just so many things you could do with agents because they can do it at scale and when you do it right they do it pretty good that we have an almost like endless supply of people to go out to and i think that's true of anyone like somebody sometimes people challenge me i'll be like well i'm a startup i don't have like an endless like pipeline or i don't have the brand of saster i'm like do you have customers do you have like free trial users do you have competitors of customers do you have website visitors do you have people on your website do you have people who turn yet like like there's so many people you could start to reach out to before you ever get to like a truly cold lead that i'm like that's how i thought about splitting it up between the agents because i'm like as you start to use different tools you'll see that they're kind of like the specialized ones are kind of good at like one thing or another right like the sales force like agent force is like really good at following up with with stuff that's in salesforce because it's already there like artisan's really good at doing clinical cold outbound even though even if the outbound's kind of warm it's just better at that because it can look at their linkedin and like see what they're talking about and like tie it back to them so each of them has like strengths and weaknesses that

15:21Jonathan Kvarfordt:we've kind of like now played to that's awesome so how how do you um how do you personally see you have all this other stuff how do you because obviously what you're doing is not necessarily like you said you don't recommend people have 20 different agents but so how do you think about it is it doing a silo saying okay like like you just said salesforce um aist are used for this one and for non-salesforce they use this one you kind of have to segment it like that for whatever we do

15:46Amelia LeRutte:yeah so and that honestly there's no like magic way to do that that's just a lot of exporting and importing and like google sheets like it really just is for now and then your main connection

15:57Jonathan Kvarfordt:piece you're not using a maker in the end using zapier most of the time correct yeah there's some flexibility with it but i mean i tell people all the time if you go to zapier you can do a lot of dangerous things and it's a very simple interface to use you know what i mean yeah i think it's

16:09Amelia LeRutte:pretty cool for sure like this like what i'm showing now is like how you know we do have these multiple agents and so mentally how do i keep track of everything like one i most of these tools even if they're third party do push back into salesforce like either natively or through Zapier and so that's where you know we get a lot of I will say like we we've always used Zapier since I've been here but like in the last year like along with all the agents I was like wow I have a lot more zaps now and a lot more stuff like running through right every you know every day it'll be like you did whatever 800 actions today on Zapier and mine used to be like a couple hundred and now it's like over a thousand like every day I'm like that's just because I'm having it like well I'm having it push context from like one agent to another right so it like needs to be able to do that but it can do that which I think is cool so that's kind of what I'm showing here is like it's cool because of some of the stuff we have internally that's either external facing or just super like internal facing is like vibe coded a lot of times you're going to need to like do webhooks just like everywhere like webhooks webhooks like everything needs a webhook but it's fine because that's how you know data gets from one place to another and so yeah i've kind like now and managing all these like this is one flow out of you know many but like it's like okay

17:27Jonathan Kvarfordt:so it's telling you this one what's the purpose of this this flow of all these tools but what's

17:31Amelia LeRutte:going on here like this is a sample agent flow and like zapier flow of like i'm sending information from one agent to another and also like i'm i'm telling it what to do with it so like this one is for example i think this one i picked because it's a webhook was something like you know on to astrayanial.com there's like a bunch of forms you can fill so if somebody fills a form and they don't and they don't book a meeting via a different agent then this then this hook is catched and then i'm i'm type a so i just push everything to google sheets and it really has as a backup and then it's pushing to salesforce to make a contact it can add that contact to a campaign so i highlighted that one because the campaign this one is adding to is like when people download of our perspectives it will add them to a campaign that will automatically trigger the agent force workflow that's separately in salesforce and then they'll get added to the agent and then they'll get like that those emails it'll find their record basically what i wanted to do then is like okay add this contact find the records tell me about them so like you know what's in the record attachments that's what the clay one is supposed to do it's like it's supposed to look them up in clay and like get you know some of their social stuff and just see what else they're doing and like enrich it and then send it to slack so that i know what it's doing and it knows what it's doing and then if we want it to it can make a gamma so that it can make them in this instance right since they're filling out a form on the website to potentially throw down money for sas re-annual it can make them a gamma kind of on everything it's just learned in the last couple seconds between the agent sales force and the website and say okay i'm going to make a gamma on why this person should be at sas reangel and it can be as simple as like you know we gave it a template that is like you know put their logo here use whatever their colors are like you've got like a hybrid of colors like a gradient in your background it'll be like okay i saw you know that's jonathan's logo i'm gonna put jonathan's logo in the gamma i'm gonna choose gradient colors so it matches his vibe and his theme and then i'm gonna send a gmail draft to whoever's the rep is right so either me or David or whoever.

19:31Amelia LeRutte:And then if they want to, they can send it automatically, but they don't have to. Like they can, like the human can still pick what they want to do from there. But I feel like this one is a pretty cool flow because I showed this the other day and they were like, oh, there's some, I was like, there's some agent on agent action going here. Cause like the,

19:46Jonathan Kvarfordt:yeah,

19:47Amelia LeRutte:there's like a lot of layers of agenting.

19:50Jonathan Kvarfordt:Do you feel like, so tell me about the results because one thing I love to talk about on the podcast is like the impact. So I love the workflows. What does this do for you for the business? Does this, does you feel like it has more opportunities, more pipeline? What's the end result? Yeah.

20:02Amelia LeRutte:I'll give you a little context, too. So we started deploying go-to-market agents, let's say, June of last year, because that's when we got serious about it. We did not deploy 20. Yeah, yeah. So in eight months. Yeah. And that's layering in a couple agents at a time. So yeah, we're now at 4.8 in additional pipeline. And so this is something we learned to track distinctively. And that's across our agents. And then we've closed 2.4 of that, which half is like actually a better rate than our old inbound rate. And I can tell you why. But then beyond that, like our deal volume doubled, which maybe makes sense because, you know, the agents do work 24-7.

20:42Amelia LeRutte:Like they're constantly working. You can always book a meeting with one of our agents to talk to a human. You can pretty much always get a response from one of our agents. And if it doesn't know, it will escalate to a human. And then you have to wait. But, you know, you've got some initial answers first. And then our win rate doubled. And that's, again, I credit that to like, because the agents are doing so much in the background with the person, like with the prospect, with different people in the deal cycle, like it just, it makes them feel better, but it also makes us feel better. Like now when we get an inbound lead, for example, like I can show you, like, like we use inbound for our, or we just qualified for our inbound meetings booker.

21:17Amelia LeRutte:And like, it will say like the exact conversation that the agent had with that person as they were booking. so then like i'll pull that up with david on our sales team and we'll read the conversation we'll read the conversation we'll be like oh okay they already told the agent they were interested in xyz so then we get on the call we're like hey you told our agent you were interested in xyz we think that could be a good fit here's why or here's why not and like here's the price so like we have much better like more fruitful conversations too because i'm like we kind of know what they want we're not just like hey how's the weather i love it so and this is what when we first got into this

21:51Jonathan Kvarfordt:you're talking about the AISD or AIBDR STR. This is the result of that flow. Obviously the way you just showed.

21:57Amelia LeRutte:This is the result of that flow. Yeah.

21:58Jonathan Kvarfordt:Yeah. That's, that's pretty rad. I love it. Do you feel like you have, is there like a Jason ask, like demo bot on the website as well? So it's not like the consulting side, but the other one.

22:08Amelia LeRutte:Yeah. So if you,

22:10Jonathan Kvarfordt:and that's the qualified, that's a qualified tech.

Read the full transcript

22:13Amelia LeRutte:So there's, we have, we have,

22:15Jonathan Kvarfordt:we have multiple.

22:17Amelia LeRutte:We have multiple. So this is digital Jason. So here it is. Like, let's like, I don't know,

22:21Jonathan Kvarfordt:let's ask him a question what question do you have oh man what's your favorite podcast you've

22:26Amelia LeRutte:ever done i'm like usually people ask questions for advice but let's just see what he says what's your why not let's see what he says he does a lot so digital jay let's see what he says the saster podcast okay but he did say erin levy eric you're on of zoom yeah those are good ones

22:46Jonathan Kvarfordt:i like it i like it that's cool and this one's one meant to be the promotions for i'm gonna say like hey what is give me the give me a good package for saster annual in may or whatever

22:56Amelia LeRutte:the case is that would this would be able to answer it like this could answer but not as good this was honestly why we made another agent so like when you're on the actual event site

23:08Jonathan Kvarfordt:i don't know if her video's up right now and these are all built on replet no so that one you saw that's still fine no i'm sorry the website itself is very made on replet this website yes is replet this website is replet sastra.com is still like like a wordpress this is mine milia ai so we made

23:28Amelia LeRutte:this after jason's clone and we learned a lot and then for a lot of reasons actually we wanted it not to be another jason ai because at the time i was like so many people have used that delphi that i just showed you that i was like if i put another one on the event site they may think it's like not as good because when they asked it like event questions it just like wasn't as good at that and so to make it distinctive i was like no let's make it distinctive like my ai amelia ai is for like the events and people can ask it that and then the jason ai is for sass advice and actually that's worked pretty well because people kind of get that distinction whether they realize it or not that our two like clones are different for different things yeah and delphi feeds this one as well or is that is that qualified this one is qualified yeah so you can ask it about like you know why should i come to sastra i mean that's a little open-ended but you can also ask it like you know what are the event dates like all the stuff that's gotta be nice because i'm sure

24:26Jonathan Kvarfordt:before it was you answering all these things by email and you're like it's on page four of the website that and we didn't have yeah like this is a canned answer i put in but that's okay it's a good one yeah it's all right it's all right and i'll be like what are the you know people will

24:41Amelia LeRutte:be like what are the dates another one people always ask is like where's the hotel block we get asked that all the freaking time and so it's nice that we can do that once and put that into the agent but it's interesting like i'll go through the chat i used to like when we first deployed this i was like i'm gonna read all the chats as i can in real time and i was like okay

25:01Jonathan Kvarfordt:i'm not learning like a ton so then i was like okay i'm just gonna like at the end of the day

25:07Amelia LeRutte:see like what are the like the highlighted chats and like it's interesting to see how people interact with Amelia AI like especially when when the video component is on or even just in like a chat format though like sometimes people ask like hey I have a question for like real Amelia or like hey how do I get a meeting with like real Amelia or or they'll ask like super nuanced questions like hey you know I'm part of an international delegation which I can ask it here like can I get a visa letter invitation like this is just something a lot of people need from overseas and so like it'll help answer them which is i think it's really cool like it's it's funny it had this effect where like census was live for a couple months before a london event and i you know i'm always running around our sassar events people would come up to me during london and be like hey i talked to your ai or they'd be like oh you're real amelia like i talked to amelia ai and i was like yeah that's me and it's really funny because the conversations would be like you know totally like socially awkward and i'm like i feel like you had a better conversation that wasn't as awkward with my agent but i was like yeah that's you know that's me and i'm glad you used it because that's

26:18Jonathan Kvarfordt:what it's there for so talk to me through this one so obviously you just qualified it does the ai bdr se or whatever does it do some work in the back end so they opt in at one point and then does the follow-ups like what happens after they do this process right here yeah so there's there's

26:33Amelia LeRutte:things you can do and qualified to follow up with them so for instance if i say like one of these i'll say i want to register that's like one of our suggestions obviously she should give you a promo code yeah so she gives you a promo code if you and that's a pro tip for anyone who needs one if you talk to a million ai she will give you a promo code very easily too like not like you know like hey you have to like talk to her like two messages or more like she'll give it to you pretty easily but she has a promo code she used that we track of like how many you know tickets she has sold to saster um but if you click this and you don't buy your ticket right now like if i well it knows it's me but like if you did this and you didn't buy your ticket and we know who you are which we know like mostly like a lot of these and we know who you are she'll start to email you in a couple days and say hey we had a great chat you don't use your promo code should you use it to buy a ticket and then she'll kind of do she doesn't do the same flow for sponsors like if you she'll do it if you don't book a meeting with her because like this is our meetings booker agent but that flow is one that you know for our purposes it lives in salesforce and artisan but for purposes of this like you could just use the same agent to do the same thing it's just because we have like we already have all the training specialized to those other two platforms so we we let her go from there.

27:52All right.

27:53Jonathan Kvarfordt:Well, I don't want to, I want to miss all the things. You have three agents you want to show. I know you said the workflow of the one and selfishly, I got to ask where does momentum fit in for you? I'm curious as you do this, I keep thinking for a lot of people, as far as interaction with agents, I think Slack is an amazing place because I use Zapier and relevance and momentum and all these layers on top of Slack. It's awesome. You know,

28:11Amelia LeRutte:I did. It's called sales call summaries. I think Slack is a great place for agents.

28:14Jonathan Kvarfordt:Obviously it's nice because it has an in-depth Salesforce thing, blah, blah, blah, but in And Slack, what is it for you that this does? And how does this interact with other agents to feed whatever? Yes. Yeah, great question.

28:24Amelia LeRutte:So like for Momentum specifically, it comes into Slack. It's also pushing to Salesforce, you know, in real time at the same time. So this is a call David had earlier. He happened to tell me about this. So I already know about this call. But let's just say he didn't tell me about this, which honestly was a huge problem before we had all of these agents. But like what I personally do the most is like these summaries are like, I know it seems simple, right? of like okay you could get a summary anytime somebody from the sales team has momentum you know you has a sales call and i'm like even just getting these call notes we're like yeah david told me about this call he had this morning this is with oracle they've been a sponsor at sas reannual before and then you know it's like i can already see okay like he's meeting with brand new people at this account so like i know that seems small but just having this like real-time feedback of like as soon as he gets off the call i get a slack i go read it because i'm like who did he meet with is there anything i'm gonna need to like how can i support him it's like not to be a creep it's more so like how can i support this deal and this deal cycle um because you know speed speed to deal guys so i can already see right he's got new contacts which tells me like i probably can't help a ton because all the folks i knew were like not are not there anymore he's meeting with oracle for smb that's also like kind of a different product line than the folks who sponsored previously uh and then it's good like i can kind of see like what he was doing of like talking to them about speaking how it works with like their they want to promote their new fusion product for oracle like these are all really good this is all really good context again for me where i'm like okay david did tell me about this but a lot of times where he'll start to talk about it you'll be like yeah i already read the momentum like we should probably do xyz as like the next step so like it just makes us a lot more productive our our momentum is cool because we have it i mean you i'm sure you guys do too like you can see it here it's like adding the contacts automatically to oracle because like yeah it's very nice didn't have them in there and that's okay but he had the call right so it added the automatic like we were so bad at this before without momentum like it would be you know okay like honestly a lot of our accounts are like blanks like it's just we're not like no one did that before because they were too lazy and then you can also see like we have these ai signals and this signal went off because they talked about sas terennial previously and so all of that again seems simple but can only be done with an agent like a momentum and then like i have like so many ideas off of this and it's giving me a call summary you know like there's just so much in this where i'm like okay i i'll make a point to try and like if i'm getting bogged down i have too many calls in one day like i'll try and make a point to read these before i get on the call with like a you know like a david or like you could do this equivalently for like before you get on a call with your rep and you're like okay i kind of already know how your calls went any like action items where you might need help but also it's good to listen right like let them tell you about where they need help and then and then go back to these he'll also he's also now like we've a good habit where he'll be like yeah you know like oh yeah like high level like it's new contacts they were interested in like speaking and like this new product and then he'll be like yeah but you can obviously go to the momentum like summary and like see the rest and listen to the whole thing if you want and so it also just makes the humans more productive like okay if he doesn't follow up with them or if they decide not to book a meeting now or the deal gets closed whatever like you know it depends on what happens like there are different flows that our other agents can take based off that now that the contacts are there i'm like there's no contacts then there's no context for what you're going to tell your agent so like again i know it seems maybe oversimplified but i think there's just like a lot of good stuff on here yeah it's the rev-off thing which i totally

32:02Jonathan Kvarfordt:understand well let me before you go you talked about replit which i know you talked some things but i'd like to know like two questions if you can ask me or answer for me which is obviously how do you think about when you install or do a replit thing because you're doing a full website on replit is it takes time right so that's first and second is you just said you rolled out another agent how do you think about when to shoot off another agent versus you know whatever you would

32:25Amelia LeRutte:have done before yeah so we have a what we call a 90 10 rule which is like 90 of the time if it's an agent and we feel like we need it and we have a very specific use case and when we think it could work, we'll buy it. Momentum's a good example. We don't need to build our own DevOps agent. You guys already have this down and it does a lot of really great things. Why would we vibe code that? And it connects to Salesforce. Great! Easy! And the team was really nice about getting us all set up. We're like, okay, great. We need help. We're small. But yeah, we can make a little app right now. Let's see.

33:01Jonathan Kvarfordt:What do you need to make? That's the question. What do you need?

33:06Amelia LeRutte:That's actually, okay, there is one that actually, I was going to do this this weekend, but I'll just start it here. Let's do it.

33:10Jonathan Kvarfordt:I want to see it.

33:11Amelia LeRutte:I find it's actually better to start in clod. So hold on. I'll take you through a flow that I normally do.

33:18Jonathan Kvarfordt:I want to see it.

33:20Amelia LeRutte:I'm working on a new site. I need to write a detailed spec to give to Replit. Make me a sponsor portal for Saster sponsors where they can easily access information specific to being a sponsor. So I'm going to let that run. okay so it's doing this i mean normally i would spend a little more time on this but i'm just gonna copy paste for the purposes of this pod i love it but it's pretty good right it's like okay you're gonna need a portal you're gonna need like probably a single sign-on they're gonna need like where can they get their lead scanners what are their what did they buy that's important that's actually because there's so many people who get involved right in the event that maybe weren't involved in the deal that they don't know what they bought like a badge registration okay this is all good okay let's see he did a lot it's going it's going i love it it's going it's going so when he's done in a second well tell me why use each one why do you use each one for i'm curious so like design mode is good when you're doing stuff like this one you're like i'm tinkering and for purposes like this too where you're like i don't need it yet to be public facing obviously we'll need to be but you can click a button and like leave design mode which is really nice so actually i i typically will go into design mode first because it's just easier to change stuff and then because once it's an app sometimes it gets a little stuck on things but it's building let's see how long this takes but but as this is building like how you said 90 10

35:03Jonathan Kvarfordt:so like for example this is a sponsor portal yeah how many things in the in the user experience are you using with like replets to build the you know the front freezing the interface or whatever it

35:12Amelia LeRutte:is you do all yeah i mean all of sound annual you know obviously it's got like like all the agents are on this website too but like this was vibe coded like you can you know you could submit to speak you can go to the founder skate game which jason completely vibe coded it's a fun game if you

35:30Jonathan Kvarfordt:haven't tried it i have tried actually we need to talk about it i'm gonna go to it was so much

35:34Amelia LeRutte:i like i don't i didn't die but my founder kept getting burnout and i was like yeah that's you You know, that's me. That's life.

35:42Jonathan Kvarfordt:This is perfect to end on because we want to make sure we don't leave without talking about Sastra Annual. So obviously it's coming in May. Tell me, give me the scoop. Like for people listening, whether leaders, sponsors, whoever, give me the scoop.

35:53Amelia LeRutte:Yeah, Sastra Annual, I think this is the 12th one now. So yeah, it's been a labor of love that Jason started, you know, to originally just get some folks together of, you know, at the time when it was started back in 2016. There wasn't a lot of like major events like it. And so it was cool to get people together and like have them share like their war stories and like, you know, show each other their matching scars or whatever. But I like, but it's evolved, right? Like in 2021, we kind of had to evolve, obviously, for a variety of reasons. And we evolved it into more of like a festival, which people kind of liked.

36:28Amelia LeRutte:And then this year, like actively between last May and this year, like we have evolved into the Sastra AI annual because we're like all people care about now is obviously AI. Well, yeah, I am. Yeah, it's all AI all the time. So like folks like yourselves and momentum, like Michelle, who just came up here, big momentum user to Kyle, you know, like all like we were like, we got to just get all the great folks who are doing this and have some success. You know, hopefully share to others how they've done it similar in the way we're doing it now, like internally ourselves, but also there are bigger companies, right?

37:00Amelia LeRutte:So you should hear different perspective from different stages and ideas and different ways of how people present. And so it's kind of turned into that now where like our focus, it's funny, it's like our whole focus of content is AI. But when you think about it, like this is a conference about AI and go to market specifically for SaaS and B2B. But it's bringing humans together. Like it's like the whole point is to bring the people and the humans together to learn how to do more AI. So it's a little like funny when you think about it that way. But it is kind of funny. But SaaS training is really cool.

37:34Jonathan Kvarfordt:And I think events are going to come back full swing, if not more, because people want to have, they trust, obviously, more in person, the connection in general. So I'm curious to realize, do you see that same future coming in where events are going to be coming back more than ever before?

37:48Amelia LeRutte:Yeah, I mean, obviously, I selfishly hope so. I think part of what I hear from other folks, right, is like, like the folks that are maybe AI companies or like either startups or maybe that you've already heard their name. like everyone even the vote even the guys over at clay like cool guys right and they were like we just want to get more like hands-on product i was like yeah you gotta do that at events like there is there is this world in which there is a disconnect between the internet and real life of like same thing for all the vibe coding companies right like we were just talking to anton from lovable who's the ceo they're like he's like i just want to get more people like actually hands-on vibe coding and i'm like yeah you that's why there's events dudes like sometimes you just can't brute force that over the internet and like they don't have that on lock if you don't show them like okay here's how to build a clay table or here's how to build a lovable site or here's how to have a replet site right like it just doesn't like land on you the same way unless somebody shows it to you in person and so i think that's part of why it's having a renaissance with the the ai companies for sure because they want to get more hands-on product to like not have it be so theoretical which i think is great and i think so too yeah i just gotta you know sometimes if you're a smaller startup or a lot of us now are still dispersed right like that's where we're like not going back to the so some of us were back in office but maybe not all the time like a lot of us still have remote teams and so this is also a good way we've seen like we've seen a lot more team packs this year so like what that indicates to me is like folks aren't getting together like out like just to do like hey we're just gonna do a team dinner they're like oh if we're gonna get together we're gonna go do it at something like a saster so like we're productive too like we we can work we can be productive obviously you can hang out and chill and like you know we always have fun activations and like i don't know art cars i'm like crazy stuff and like i don't know it's just like a fun vibe too so i feel like yeah that's another way i've seen it change it was like a lot more ai companies because they want to be hands-on and then a lot since so many teams are still remote like they're using it as like a team like almost retreat but you know based in like content right and then there's so many folks like you guys right we're like momentum we've been talking about you know potentially getting the winners together for the gtm awards and we're like yeah that'd be so cool if we could do it at like a saster because i'm like we already have like the scale of this big 40 acre campus like wouldn't it be cool to like help like you it's like like i then we see like a lot of companies are like okay i want to like try and get my customers together at something like a saster and so it compounds from there right that's how it is as big as it is because it just kind of all compounds but i think you know those those interactions and like you know like when i got to meet your guys's team on side and like it's just different everyone always says it but it is just different like it just hits different it is yeah you can do it face to face what is i love it well thank you i'll make sure i include

40:35Jonathan Kvarfordt:the obviously the the this this website we'll get at here and then maybe you might give me some sort of code or they can talk to amelia ai and she'll give her a code or whatever i love it Amelia, thank you dear so much. It's been a pleasure and I'll just thank you. Appreciate your time.

40:53Amelia LeRutte:Tase Haster, imagine having agents for every support task. One that triages tickets, another that catches duplicates, one that spots churn risk. That'd be pretty amazing, right? HappyFox just made it real with Autopilot. These pre-built AI agents deploy in about 60 seconds and run for as low as two cents per successful action. All of it sits inside the HappyFox Omni-Channel AI First support stack. Chatbot, Copilot, and Autopilot working as one. Check them out at happyfox.com slash saster.

From the publisher

SaaStr 845: How SaaStr Built a $5 million Pipeline Machine with 1.5 Humans and 20 AI Agents with SaaStr's Chief AI Officer and Momentum from Salesforce's VP of GTM


Amelia LeRutte, SaaStr's Chief AI Officer (and the person Jason Lemkin calls "the AI Agent Whisperer"), breaks down exactly how she went from managing a 10-person team to running 20 AI agents that generated $4.8M in additional pipeline — and closed half of it.

In this episode, Amelia walks Jonathan Kvarfordt, Momentum from Salesforce's VP of GTM through:

— Her journey from social media manager to Chief AI Officer, including the three-month deep dive where she locked herself in a room to figure out AI agents

— The full breakdown of SaaStr's 20-agent stack, including how they split work between tools like Salesforce AgentForce, Artisan, Qualified, Clay, Momentum, Gamma, and Zapier

— A live demo of their multi-agent workflow: how a single form submission triggers a chain of agents that enrich data, build personalized Gamma decks, and draft follow-up emails, automatically

— Real results: deal volume doubled, win rate doubled, and $2.4M closed from AI-sourced pipeline in just 8 months

— The "90/10 rule" for deciding when to buy an agent vs. build one with vibe coding on Replit

— Live demos of Digital Jason (Delphi), Amelia AI (Qualified), and a sponsor portal being vibe-coded in real time

Whether you're running a lean startup or scaling a go-to-market team, this is one of the most tactical breakdowns of an AI agent stack you'll find.

🎟️ Heading to SaaStr Annual in May? Talk to Amelia AI on the event site for a promo code: https://www.saastrannual.com/ 

More from The Official SaaStr Podcast: SaaS | Founders | Investors

All 68 episodes
SaaStr 845: How SaaStr Built a $5 million Pipeline Machine with 1.5 Humans and 20 AI Agents with SaaStr's Chief AI Officer and Momentum from Salesforce's VP of GTMThe Official SaaStr Podcast: SaaS | Founders | Investors · 41 min
Listen in VO