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Revenue Agents

Agents that find the signal, draft the outreach, and prep the meeting, with every send approved by you.

Revenue Agents work from your CRM records and a sender you choose. Each proposal shows the evidence behind it, and nothing leaves until a person approves the exact text. An administrator turns Revenue Agents on per workspace, after an offer and a sender are set up.

Built for

Founders and revenue teams who want agents to do the legwork without giving up control of what gets sent.

Illustration · sample data

How it works

From signal to action

  1. 1

    Pick an agent or describe one

    Start from a ready-made agent, or describe the job in plain language and preview what it would do before anything is saved.

  2. 2

    Review what it proposes

    Every proposal lists the records and signals behind it. Edit the wording, approve, or reject. Approval covers exactly the text you reviewed.

  3. 3

    Send through one chosen sender

    Messages go out through a single sender you choose. A reply, opt-out, bounce, or booked meeting stops the sequence, and every step is traced.

Ready-made agents

Agents for each step from signal to close, each limited to the records and actions you allow.

  • Demand outreach from account signals
  • Lookalike accounts from your best customers
  • Re-engagement of quiet conversations
  • Inbound lead qualification

Meetings, deals, and insight

Agents that keep follow-through and learning moving between sends.

  • Cited meeting briefs
  • Commitments turned into tasks
  • Pipeline risk and close plans
  • Segment analysis with sample-size checks

Control and traceability

Built so you can see what agents did and stop them.

  • Review before every send
  • Budgets, pause, and run history
  • Evidence and receipts for each action
  • Approved is never shown as sent

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