AI Agents
Agents that work your pipeline for you
Follow-up, hygiene, and enrichment agents run in the background around the clock. Every action they take lands in your review queue first.
working
Follow-up Agent
Watches every conversation and drafts the next touch before you remember it’s due.
Drafted 4 follow-ups for replies received overnight
working
Hygiene Agent
Hunts duplicates, dead fields, and stale stages so your data never rots.
Merged 2 duplicate accounts, flagged 6 stale deals
working
Enrichment Agent
Fills in company size, role, and context for every new lead the moment it arrives.
Enriched 11 new leads from this morning’s signups
Human In The Loop
Nothing ships without your OK
Agents propose, you dispose. Every drafted email, field change, and pipeline move waits in one queue where you approve, edit, or reject in a click. Trusted action types can graduate to full autopilot whenever you’re ready.
Review queue
3 pending
Send follow-up to Marcus re: pricing question
Approve
Merge duplicate: Vivian Capital / Vivian Cap. Group
Approve
Add enriched data to 11 new leads
Approve
How It Works
The agent loop, on repeat
01
Watch
Agents monitor every deal, contact, and conversation for things that need doing.
02
Prepare
They draft the email, the field update, or the fix, with full context attached.
03
Queue
Proposed actions land in your review queue, grouped and ready for a decision.
04
Learn
Every approval and edit teaches agents your taste, so drafts get sharper over time.
FAQ
Questions about putting agents to work
Can agents send emails without my approval?
How do agents know what to write?
Can I turn individual agents on and off?
What happens if two agents disagree?
Is there a record of everything agents did?
Hire your first agent today
Turn on follow-up, hygiene, and enrichment agents in minutes, and keep every action under review.