The agent builds each move from the account brief and your deal history, then executes across email, LinkedIn and phone on the channel and timing your rep sets. Every move shows its sources, and nothing goes out without approval.
Reps get task lists, generic AI drafts and too many tools to switch between. So the research gets skipped, messages go out without context, and buyers can tell.
Built on the Account Intelligence brief, so each move starts from real context instead of a blank page.
The agent does the preparation. Your rep reviews the reasoning, edits if needed and approves. Then the agent executes and logs it.
Builds the move from the account brief and deal history
Your rep checks the sources, edits the draft and sets channel and timing.
Sends on schedule and writes the activity back to your CRM.
From a first touch to an expansion conversation, the agent prepares a move that fits the moment.
No. Your rep sets the channel and timing and approves every message before it goes out.
Email, LinkedIn and phone.
Yes. Reps can edit any draft before approving it.
In Salesforce, HubSpot or Pipedrive, against the right account and deal.
No. Your data never trains public models and stays isolated to your account.
Bring a real account and we’ll show you the move it builds, and the reasoning behind it.