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 anytimeAutonomy
You decide how far the agent goes on its ownAutopilot 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.
You can switch modes anytime, or run Autopilot above a threshold and Copilot below it.
Ideal customer profile
Who the agent should go afterProducts the agent sells
Your catalogGuardrails
Rules the agent must never breakNever prospect direct where a distributor holds the territory, Turkey, Italy, India, UAE flagged as distributor-managed.
EU outreach uses a legitimate-interest basis, honours opt-outs, logs consent. Suppression list synced.
No performance or energy-saving claims outside the approved spec sheet. No competitor disparagement.
Suppress any account already open in Salesforce or owned by a named rep.
Knowledge sources
What the agent is grounded inDiscovery sources scanned
9 sourcesVoice & tone
How the agent sounds in every messageIllustrative concept demo. Company names, metrics and figures are representative, not live data.