Use case: sales and marketing
AI agents for sales and marketing
Agents that keep your CRM current, research and draft, and report on results, in your brand's voice. Anything that reaches customers or the public waits for a person's yes by default.
A CRM that stays current
Agents work in Apollo.io, Attio, Close, HubSpot, Pipedrive, Salesforce and Zoho CRM: they update records after a call or an email, look up a company before a meeting, and draft the follow-up.
- Web search and a web scraper let an agent research a lead or a market.
- What an agent reads on the web or in a customer's email is outside content, labelled as untrusted data, not as instructions.
Campaigns and posts, approved before they go out
Agents create email campaigns in Mailchimp and Klaviyo, and posts for LinkedIn Pages, Instagram and Facebook Pages, in the brand voice you set for the company. In Google Ads and Meta Ads they read the results, and pause a campaign or change its budget when you approve it.
- Sending to customers or posting in public is a tier 3 action: it asks first unless you change that in the agent's charter.
- Approval chains can put a reviewer agent first and a person last.
- Spending caps per session, per agent and per account keep AI costs in check.
Results you can share
Agents turn campaign results into folios: a dashboard or a report you share with the team, or, on a paid plan, publish with its own link.
- Recurring tasks for the weekly report.
- Each folio keeps its versions, so you can see what changed.
Read on
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