An outbound team that works the pipelineYou still decide what goes out.
Ten agents find leads, research them, write the follow-ups, read every reply and tell you who's worth a meeting. Nothing reaches a real person until you say yes.
What this team handles
- Source leads that match your ideal customer
- Fill in the gaps on every lead
- Draft every email and WhatsApp message
- Read and classify every reply that arrives
- Score leads against your qualification bar
- Prepare a dossier before each meeting
- Keep the slow ones warm for months
- Report what's leaking and propose fixes
Where it works
- Email, through your own sending infrastructure
- WhatsApp, with your approved templates
- A chat assistant inside your workspace
How a lead actually travels
Each stage has one agent responsible for it. Nothing skips a stage, and nothing reaches a person without you.
Scroll sideways to see the whole thing.
A “no” is never the end of the line. Anyone who isn't ready moves to nurture and comes back into a cadence when something about them changes. The only place a lead can finish is won.
10 specialists, not one chatbot
One job each, and only the tools that job needs. When something goes wrong you can see which agent did it, and change just that one.
Prospector
“I find leads that match your ICP”
Searches for companies and people fitting the customer profile you described, and adds them as leads.
Like every agent here, Prospector has its own instructions, its own tools, and its own rule for what needs your approval, all of it editable. It never talks to the other agents; it writes what it finds to the shared record and stops.
Enricher
“I fill in the gaps on every lead”
Finds the missing details on a new lead (role, company size, whatever your qualification needs) before anyone tries to reach them.
Like every agent here, Enricher has its own instructions, its own tools, and its own rule for what needs your approval, all of it editable. It never talks to the other agents; it writes what it finds to the shared record and stops.
Outreach
“I draft the outreach, you approve it”
Writes the first message and every follow-up in your voice, then waits for you to approve, edit or reject it.
Like every agent here, Outreach has its own instructions, its own tools, and its own rule for what needs your approval, all of it editable. It never talks to the other agents; it writes what it finds to the shared record and stops.
Qualifier
“I decide who's worth a meeting”
Scores each lead against the bar you set, so your time goes to the ones that clear it.
Like every agent here, Qualifier has its own instructions, its own tools, and its own rule for what needs your approval, all of it editable. It never talks to the other agents; it writes what it finds to the shared record and stops.
Briefer
“I prep your pre-meeting dossier”
Pulls together everything known about a lead into a short brief before you speak to them.
Like every agent here, Briefer has its own instructions, its own tools, and its own rule for what needs your approval, all of it editable. It never talks to the other agents; it writes what it finds to the shared record and stops.
Nurture
“I keep the slow burn warm”
Looks after the leads who aren't ready yet, over weeks or months, and re-engages them when something changes.
Like every agent here, Nurture has its own instructions, its own tools, and its own rule for what needs your approval, all of it editable. It never talks to the other agents; it writes what it finds to the shared record and stops.
Inbox Triage
“I sort every reply the moment it lands”
Reads each reply as it arrives and decides what it is: interested, not now, wrong person, or one for a human.
Like every agent here, Inbox Triage has its own instructions, its own tools, and its own rule for what needs your approval, all of it editable. It never talks to the other agents; it writes what it finds to the shared record and stops.
Analyst
“I find what's leaking and propose fixes”
Watches the whole pipeline for what isn't working and proposes changes. It proposes only; you apply.
Like every agent here, Analyst has its own instructions, its own tools, and its own rule for what needs your approval, all of it editable. It never talks to the other agents; it writes what it finds to the shared record and stops.
Concierge
“I answer questions about your pipeline”
Answers questions about your leads and pipeline in plain language, so you don't have to build a report.
Like every agent here, Concierge has its own instructions, its own tools, and its own rule for what needs your approval, all of it editable. It never talks to the other agents; it writes what it finds to the shared record and stops.
Interviewer
“I learn your business, conversationally”
Walks you through a short conversation about your business and writes what it learns into the document every other agent reads.
Like every agent here, Interviewer has its own instructions, its own tools, and its own rule for what needs your approval, all of it editable. It never talks to the other agents; it writes what it finds to the shared record and stops.
What installing it sets up
One click, no configuration first.
- The ten-agent roster and their skills
- Pipeline, Cadences, Nurture, Tasks and Reports pages
- Default cadence tiers and nurture tracks
- Reason codes and health metrics
The other teams
Support
In buildTriages tickets and live chats, drafts replies from your help centre, escalates what needs a person, and reports on response time and satisfaction.
See the support teamFinance
PlannedChases unpaid invoices politely and persistently, reconciles what's come in, and tells you where the cash actually is.
See the finance teamHow the platform works
Every team runs on the same approval gates, the same spend controls and the same architecture. That's the part worth understanding first.
Back to the platform