Agent Setup

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Train your outreach agent

Everything the agent does is grounded in your company's own data, your catalog, your won and lost deals, your case studies. You decide who to target, the rules it must never break, and how much it does on its own before a human steps in.

Setup progress

Configure once, refine anytime
Company & products
Complete
Ideal customer profile
Complete
3
Guardrails & autonomy
In progress
4
Voice & messaging
Up next
5
Go live
Up next

Autonomy

You decide how far the agent goes on its own
Autopilot

Autopilot is on. High-confidence companies move straight into outreach and the agent books meetings for you, your team sees every action in the activity feed.

Auto-outreach score threshold
Companies scoring at or above this enter outreach automatically.
60
30 · broader reach95 · only the strongest fits

You can switch modes anytime, or run Autopilot above a threshold and Copilot below it.

Ideal customer profile

Who the agent should go after
Target industries
Food & BeveragePharmaceuticalAutomotiveElectronics / SemiconductorChemicalsMetal fabricationTextiles
Company size
250 – 5,000 employees
Facility signal
Runs compressed air ≥ 75 kW
Buying signals to detect
Aging compressor fleet🏭New plant / capacity expansion📋Air-quality / ISO 8573 requirement💶Energy-cost reduction project🧾Open tender / RFP
Decision-makers to map
Plant / Operations ManagerHead of MaintenanceProcurement DirectorEnergy / Utilities ManagerTechnical Director

Products the agent sells

Your catalog
🛢️Oil-free screw compressors
⚙️VSD compressors
❄️Refrigerated air dryers
💧Desiccant air dryers
🧪Compressed-air filters
🟦Nitrogen generators
🫧Oxygen generators
🔥Heat-recovery units

Guardrails

Rules the agent must never break
All enforced
Channel & territory protection
Enforced

Never prospect direct where a distributor holds the territory, Turkey, Italy, India, UAE flagged as distributor-managed.

GDPR & consent compliance
Enforced

EU outreach uses a legitimate-interest basis, honours opt-outs, logs consent. Suppression list synced.

Claim & spec restrictions
Enforced

No performance or energy-saving claims outside the approved spec sheet. No competitor disparagement.

Existing-customer & open-deal exclusion
Enforced

Suppress any account already open in Salesforce or owned by a named rep.

Knowledge sources

What the agent is grounded in
🌐
Website + product catalog
412 pages · 68 spec sheets
Ingested
☁️
Salesforce, won/lost deals
3,240 opportunities · competitor field
Synced
📄
Case studies & references
24 stories by industry
Ingested
🧾
Tender / RFP feeds
EU + Gulf procurement portals
Connecting

Discovery sources scanned

9 sources
Live
🔍
Web & search
Continuous crawl
📰
Press releases
312 today
in
LinkedIn
People + posts
🧾
Tender / RFP portals
EU + Gulf
📈
News & funding
Expansion signals
🧑‍💼
Job postings
Brand & equipment mentions
📓
Trade press
Industry journals
🏛️
Company filings
Capex & annual reports
Review sites
Downtime & complaints

Voice & tone

How the agent sounds in every message
Traits
Technical, preciseConsultativeNo hypeShort paragraphs
Languages
ENDEARES

Illustrative concept demo. Company names, metrics and figures are representative, not live data.