Research assistance
Gather the evidence needed for an audience brief and keep sources separate from assumptions.
AI agents
Give the task a brief.
Keep a person in control.
Explore bounded assistance for research, campaign preparation, and reply handling, with approvals and clear ownership.
Built for thoughtful outreach, from preparation to the next conversation.
Designed with intent
Useful automation starts with a boundary.
Sales, BDR, and SDR work combines research, qualification, and judgment. A bounded agent approach gives each task a defined input, a reviewable output, and a route to a person when the context is uncertain.
Campaign preparation
Turn approved audience and offer details into a sequence that a person can review.
Qualification support
Use explicit criteria to organize inbound interest and escalate ambiguous cases.
Control the action
Decide which steps need approval, who can change instructions, and when work should stop.
Put it into practice
Give the process a clear path.
- 01
Define one task
Set the objective, allowed inputs, and expected output.
- 02
Choose the review point
Keep external messages and material changes behind an explicit approval step.
- 03
Review what happened
Inspect the evidence, changes, and exceptions before expanding the task.
Define the task, access scope, and review point before allowing external actions.
Before you take the next step.
How do I define an agent task?
Specify the objective, approved inputs, allowed actions, and expected output.
Where should a person review the work?
Review researched claims, proposed messages, and material changes before external action.
How can I prepare a brief?
Use the free campaign planner and prompt library to define the audience, offer, evidence, and review criteria.
Your next move
Get Demo Start with a better conversation.
Tell us what you want to build. We’ll talk through your workflow.