AI Agents
Once configured, they run 24/7 — finding prospects, writing emails, and sending outreach without human intervention.
Searches databases and your Upload Pool for companies matching your ICP — by industry, employee count, revenue, location, and tech stack. Enriches each company with firmographic data, recent news, job openings, and AI-generated intelligence. Adds qualified companies directly to your CRM.
Identifies decision-makers inside target companies using your ICP contact criteria — job title, function, seniority, and department. Verifies email addresses. Enriches profiles with work history, social activity, and career trajectory so the personalization agent has real context to work with.
Crafts a unique email for every prospect. Draws on your trained company data, product data, custom prompts, and the prospect's own profile and company intelligence. References specific details — their role, recent company news, industry challenges. Every email runs through automated QC before it reaches the sending queue.
Delivers emails on your cadence schedule, rotating across up to 10 mailboxes per sender to distribute volume safely. Manages multi-step follow-ups, respects cooling periods, tracks opens, clicks, and replies. All responses land in the Unified Inbox for immediate action.
CRM
No CSV exports to Salesforce. Companies and contacts live where the agents work — enriched, organized, and ready to outreach.
Enriched profiles with firmographics, products, recent news, job openings, and AI-generated summaries. Updated automatically when agents process new data.
Job responsibilities, work history, social activity, and AI profile summaries. Everything the personalization agent needs to write relevant emails.
Track every contact from New through Contacted, Replied, and beyond. Filter by status, owner, industry, or any enriched field. Personal and team-wide views.
Advanced AND/OR filters, instant search, column sorting, mass updates, and CSV export. Work efficiently with thousands of records.
Infrastructure
Your Customer Success team purchases domains, creates mailboxes, and runs warmup. You don't touch DNS records.
Variations of your brand name (getcompany.com, company-team.com) with SPF, DKIM, and DMARC configured. Keeps your primary domain reputation clean.
Each sender persona gets multiple mailboxes across domains. The platform rotates automatically — no single mailbox bears too much volume.
New mailboxes exchange real emails with the warmup network for 2–4 weeks. Volume ramps gradually. Sender reputation builds before any cold outreach starts.
Track inbox placement rates, spam scores, and sender health per mailbox. Spot issues before they affect campaigns. All data in one view.
Connect Google Workspace mailboxes for domains that need calendar integration. Whitelist setup, 2FA, and app passwords handled during onboarding.
Text-based signatures for maximum deliverability. Consistent sender display names across all mailboxes for each persona.
AI Training
The quality of your outreach depends on the data you feed it. Import everything — the AI does the rest.
Import from your website or upload PDFs — pitch decks, one-pagers, case studies. Mission, value props, differentiators, target markets. Multiple records for different messaging angles.
Features, benefits, use cases, and success stories per product line. The AI matches the right product to each prospect's likely needs and pain points.
Define target companies by industry, size, location, and tech stack. Multiple profiles for different campaigns. Set a default for AI agents to use automatically.
Specify job titles, functions, seniority levels, and departments. Two-word titles work best — 'Marketing Director' matches more records than 'Head of Marketing Operations'.
Instructions that guide personalization — what to reference, what tone to use, which pain points to address. Combine company intelligence with product data for maximum relevance.
Connect company data records to product data records so the AI blends brand-level messaging with product-specific details in every email.
Cadences
Describe your campaign in plain English. The AI generates a complete multi-step email sequence with timing, follow-ups, and personalization.
Enter keywords and goals like 'introduce AI sales platform to VP Sales at mid-market SaaS'. The AI generates a full cadence — subject lines, body copy, follow-up timing.
Set total duration (2–4 weeks typical), sending days, business hours in recipient timezone, and number of follow-ups. Control the rhythm of your outreach.
Generate unique emails for hundreds of contacts simultaneously. Each one references the individual prospect's profile, company data, and your custom prompts.
Every email runs through quality checks before sending — correct company-contact matching, name accuracy, grammar. Only emails that pass proceed to the queue.
Upload Pool
Load your target lists into the Upload Pool Hub. AI agents pull from the pool automatically — no credits until they process.
Two separate pools. Upload company domains or full contact lists via CSV. Stage as many as you want — the pool is a waiting room, not a billing event.
Adding accounts to the Upload Pool costs nothing. Credits are only consumed when AI agents move accounts into the CRM and enrich them. Pre-load large lists without budget impact.
AI agents pull from the pool based on your CRM capacity and campaign velocity. They enrich, add to CRM, and prepare for outreach — all without manual intervention.
Upload domains of existing customers, active opportunities, partners, and competitors. Suppressed accounts are excluded from all outreach across every user in your organization.
Inbox & Reports
All replies from every mailbox land in the Unified Inbox. Track performance across campaigns, cadences, and team members.
All connected mailboxes in a single view. See new replies, respond directly, or mark for follow-up. No more checking 10 inboxes separately.
Open rates, click rates, reply rates over time. Benchmark against cold outreach standards (15–25% opens, 2–5% replies). Identify what's working.
See which companies and individuals are showing interest — opens, clicks, replies. Prioritize these for immediate follow-up or sales handoff.
Step-by-step cadence performance — which emails drive engagement, where prospects drop off. Team reports show metrics per member for coaching and resource allocation.
Sending
30–50 emails per mailbox per day, spread across business hours, rotated across senders. Built to protect your reputation.
Sending volume distributes automatically across all connected mailboxes. No single mailbox gets flagged or throttled. The platform handles distribution in the background.
After a cadence completes without conversion, contacts enter a 60–90 day cooling period. They automatically reset to 'New' when it expires — ready for re-engagement next quarter.
Track opens with an invisible pixel or disable it for maximum deliverability. Your call — engagement data vs. inbox placement. Configure per campaign.
Disable outreach instantly for holidays or strategy changes. All configuration stays intact. Re-enable when ready — agents pick up exactly where they left off.
Collaboration
Invite your team, assign roles, and track onboarding tasks — all inside the platform. No external project management tool needed.
Standard users run campaigns and view reports. Admins manage billing, settings, and team members. Google OAuth or password login — your choice.
Create projects for campaigns or initiatives. Add tasks with due dates, priorities, and assignees. Kanban view for visual workflow tracking.
Create tasks and assign them directly to your Customer Success manager or GTM Engineering team. They get notified and update status as they work.
Schedule meetings with Customer Success, browse the knowledgebase, watch video tutorials, or log support tickets — all from inside the platform.