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AgentLed
AGENTLED CAMPAIGNS

Discover Agentled Campaigns

Ready-to-use AI Campaigns that adapt to your business. No coding or complex setup required.

Prospecting

Find and engage with potential customers

Prospecting

Discover Leads & Book Meetings

Uncover, qualify and contact best-fit prospects—then secure the call.

INTEGRATIONS

clearbit.com
apollo.io
linkedin.com
crunchbase.com

AGENTS

Research Specialist
Data Analyst
Outreach Specialist

STEPS

crunchbase.com
clearbit.com
apollo.io
Lead Discovery

Identify potential target customers via online research.

linkedin.com
Pre-qualification

Pre-qualify leads, select the best fit, and enrich with key contact details.

outlook.com
Email Outreach

Develop a personalized outreach strategy and initiate contact with top-scoring prospects.

clearbit.com
apollo.io
Lead Qualification

Fully qualify leads, select the best fit, and enrich with key contact details.

Approval
linkedin.com
gmail.com
apollo.io
LinkedIn Message Follow-up

Develop a personalized outreach strategy (e.g., email, LinkedIn messaging) for top-scoring prospects.

Approval
calendly.com
cal.com
Meeting Request

Request a meeting with the prospect to discuss your product or service.

Prospecting

Find High-Value Look-alike Buyers

Clone your best customers and engage their twins with pinpoint outreach.

INTEGRATIONS

clearbit.com
apollo.io
linkedin.com
crunchbase.com

AGENTS

Research Specialist
Data Analyst
Outreach Specialist

STEPS

crunchbase.com
clearbit.com
Website Analysis

Leverage web-scraping and data-enrichment to gather details from existing customers' websites, highlighting success factors.

linkedin.com
Customer Profiling

Create in-depth profiles of ideal customers, capturing firmographics, key industries, and observed pain points.

apollo.io
clearbit.com
Look-alike Search

Find similar companies matching these profiles, filtering by revenue range, location, or tech usage.

clearbit.com
Opportunity Scoring

Score and prioritize potential targets based on alignment with your product or service.

Approval
linkedin.com
gmail.com
Outreach Planning

Develop a personalized outreach strategy (e.g., email, LinkedIn messaging) for top-scoring prospects.

Prospecting

Turn Visitors into Qualified Leads

Deanonymise traffic, enrich firmographics and prioritise the hottest visitors.

INTEGRATIONS

clearbit.com
hunter.io
linkedin.com

AGENTS

Research Specialist
Data Analyst

STEPS

linkedin.com
clearbit.com
Visitor Tracking

Implement real-time tracking to identify inbound leads (IPs, locations, pages visited).

clearbit.com
hunter.io
Company Enrichment

Use enrichment tools to gather firmographic data (industry, size, HQ location) for each visitor.

3
Lead Scoring

Score each lead based on behavior (pages viewed, time on site) and fit (company size, tech stack).

Approval
hunter.io
linkedin.com
Contact Discovery

Retrieve contact details (e.g., email, LinkedIn profile) for decision-makers to enable targeted outreach.

Prospecting

Real-Time Market Intel Alerts

Track news, funding and competitor moves—strike when the moment’s right.

INTEGRATIONS

crunchbase.com
clearbit.com
linkedin.com

AGENTS

Research Specialist
Data Analyst

STEPS

crunchbase.com
linkedin.com
Market Monitoring

Constantly track relevant publications, social channels, and news for updates on new trends and emerging players.

clearbit.com
Competitor Analysis

Examine competitor product launches or key hires to understand strategic shifts.

3
Opportunity Alert

Generate alerts for time-sensitive opportunities (e.g., newly funded startups).

Approval
4
Action Planning

Develop engagement strategies for newly relevant leads or market segments.

Prospecting

Win High-Value Accounts (ABM)

Run multi-touch, hyper-personal campaigns on the accounts that matter most.

INTEGRATIONS

linkedin.com
apollo.io
clearbit.com

AGENTS

Research Specialist
Outreach Specialist
Data Analyst

STEPS

clearbit.com
Account Identification

Use firmographic and technographic data to pinpoint large or strategic accounts.

apollo.io
Account Mapping

Identify key stakeholders (influencers, decision-makers) within each target account.

linkedin.com
gmail.com
Personalized Outreach

Create highly tailored email/LinkedIn sequences addressing each stakeholder's pain points.

Approval
4
Multi-touch Engagement

Nurture accounts via retargeting ads, direct mail, or event invitations to deepen engagement.

5
ROI Tracking

Measure revenue impact and pipeline growth generated from ABM efforts.

Content Publishing

Automate content creation and publishing across social platforms

Content Publishing

Auto-Publish LinkedIn Posts

Research, draft and schedule LinkedIn content that drives engagement.

INTEGRATIONS

linkedin.com

AGENTS

Research Specialist
Content Writer
Data Analyst
Outreach Specialist

STEPS

google.com
Topic Research

Identify trending industry topics and relevant conversations on LinkedIn.

2
Content Creation

Draft professional posts with appropriate hashtags, mentions, and engaging hooks.

3
Content Review

Review posts for brand voice, accuracy, and strategic alignment before publishing.

Approval
linkedin.com
Publishing

Schedule and publish content at optimal times for maximum engagement.

5
Engagement Analysis

Track post performance and audience growth to refine future content strategy.

Content Publishing

Auto-Publish X Posts

Create and schedule timely tweets to stay top-of-feed on X.

INTEGRATIONS

twitter.com

AGENTS

Research Specialist
Content Writer
Data Analyst
Outreach Specialist

STEPS

google.com
Trend Monitoring

Track relevant hashtags, trending topics, and competitor activity on Twitter/X.

2
Tweet Creation

Draft concise, engaging tweets with appropriate hashtags and media attachments.

3
Content Approval

Review tweets for brand voice, accuracy, and potential sensitivities.

Approval
twitter.com
Scheduling

Schedule tweets at optimal times for maximum visibility and engagement.

5
Performance Tracking

Analyze engagement metrics to refine content strategy and posting times.

Content Publishing

Publish Medium Articles

Research, write and distribute long-form pieces that build thought leadership.

INTEGRATIONS

medium.com

AGENTS

Research Specialist
Content Writer
Outreach Specialist

STEPS

google.com
Topic Research

Identify relevant topics with search volume and reader interest on Medium.

2
Outline Creation

Develop a structured outline with key points, supporting data, and potential visuals.

3
Article Writing

Draft a comprehensive, well-researched article with proper citations and formatting.

4
Editorial Review

Review the article for accuracy, readability, and strategic alignment.

Approval
medium.com
Publishing

Format and publish the article on Medium with appropriate tags and distribution settings.

6
Promotion

Share the published article across other channels to maximize readership.

AI Recruiting

Automated sourcing, personalized outreach, and hands-free scheduling to hire faster and smarter.

AI Recruiting

Candidate Sourcing & Engagement

Find, engage, and pre-qualify top talent at scale.

INTEGRATIONS

linkedin.com
greenhouse.io
apollo.io
gmail.com

AGENTS

Sourcing Specialist
Outreach Specialist
Data Analyst

STEPS

greenhouse.io
Role Profiling

Analyze hiring briefs and past successes to create an ideal-candidate blueprint.

linkedin.com
apollo.io
Talent Search

Scan LinkedIn and public datasets to surface candidates ranked by fit.

gmail.com
linkedin.com
Personalized Reach-out

Compose multi-touch emails or InMails tailored to each candidate’s background.

Approval
4
AI Screening

Summarize résumés, flag red flags, and highlight standout experience.

calendly.com
calendar.com
Interview Scheduling

Coordinate calendars and lock the earliest mutually available slot.

AI Recruiting

Diversity Talent Pipeline

Source under-represented talent and track diversity progress automatically.

INTEGRATIONS

linkedin.com
greenhouse.io
clearbit.com
gmail.com

AGENTS

Sourcing Specialist
Data Analyst

STEPS

clearbit.com
Diversity Benchmarking

Analyze workforce data and set representation targets.

linkedin.com
Target List Building

Generate candidate lists that raise demographic diversity.

gmail.com
Bias-Free Outreach

Craft inclusive messages and mask irrelevant details to avoid bias.

Approval
4
Diversity Reporting

Track pipeline diversity and time-to-hire metrics in real time.

AI Recruiting

Interview Scheduling Automation

Skip the back-and-forth and fill calendars automatically.

INTEGRATIONS

calendly.com
calendar.com
zoom.com
gmail.com

AGENTS

Project Coordinator
Data Analyst

STEPS

calendar.com
Availability Collection

Request preferred times from interviewers and candidates.

calendly.com
Slot Matching

Find optimal slots and book meetings instantly.

gmail.com
Notification Emails

Send calendar invites and reminders across time zones.

4
Interviewer Prep Brief

Generate briefs with candidate highlights and question guides.

Perzonalized AI Agents

Tailor AI agents to your specific needs—no coding required.

Perzonalized AI Agents

Fundraising Outreach

Automate investor research, deck personalisation, warm-intro requests and follow-ups.

INTEGRATIONS

crunchbase.com
linkedin.com
gmail.com

AGENTS

Research Specialist
Data Analyst
Outreach Specialist

STEPS

crunchbase.com
linkedin.com
Investor Research

Find investors that match stage, geo and thesis.

2
Deck Personalisation

Tailor slides and email blurbs to each investor’s focus.

gmail.com
Warm-Intro Requests

Identify mutual contacts, craft ask-emails and schedule intros.

Approval
gmail.com
Smart Follow-Up

Ping, summarise replies and update CRM automatically.

Perzonalized AI Agents

Debt-Collection Calls

Segment accounts, launch call sequences, send payment links and escalate only when needed.

INTEGRATIONS

twilio.com
stripe.com
gmail.com

AGENTS

Call Bot
Data Analyst

STEPS

stripe.com
Account Segmentation

Rank overdue accounts by balance, age and risk.

twilio.com
Automated Call Sequence

Voice-bots reach debtors, verify identity and negotiate terms.

gmail.com
Instant Payment Link

Text or email secure links on the call, log payments in real time.

Approval
4
Escalation

Flag non-responsive cases for human review.

Product Feedback

Analyze and act on product feedback to improve retention

Product Feedback

Recover Churned Customers

Diagnose churn drivers and re-engage accounts with targeted fixes.

INTEGRATIONS

linkedin.com
crunchbase.com

AGENTS

Research Specialist
Content Writer
Outreach Specialist

STEPS

linkedin.com
Identify Churned

Locate accounts that canceled or became dormant within a certain time frame.

2
Analyze Reasons

Gather feedback and usage data to determine the most common churn drivers.

crunchbase.com
Match Features

Map new or upcoming product features to each churn reason, highlighting added value.

4
Draft Outreach

Develop personalized re-engagement messages that showcase relevant product enhancements.

Approval
5
Track Response

Monitor follow-ups and measure success rates to refine future win-back campaigns.

Product Feedback

Close the Feature Feedback Loop

Collect, cluster and action feature requests—then update users automatically.

INTEGRATIONS

clearbit.com
hunter.io

AGENTS

Data Analyst
Content Writer

STEPS

hunter.io
Gather Feedback

Collect user submissions, support tickets, and forum posts outlining feature ideas.

2
Analyze Patterns

Group feature requests by category or impact area for easier prioritization.

clearbit.com
Prioritize Features

Use criteria like ROI, complexity, and user demand to finalize which features to develop first.

Approval
4
Update Customers

Notify users about newly released or planned features that address their feedback.

Product Feedback

Data-Driven Product Roadmap

Turn feedback & usage metrics into a transparent, prioritised roadmap.

INTEGRATIONS

clearbit.com
hunter.io

AGENTS

Data Analyst
Content Writer

STEPS

clearbit.com
Feedback Analysis

Analyze customer input and usage data to identify top feature requests or improvements.

2
Roadmap Creation

Draft a roadmap that outlines the key features, timelines, and resources needed.

Approval
3
Prioritization

Assign priority levels based on business goals and user impact.

4
Progress Tracking

Monitor development progress and update roadmap timelines to keep stakeholders informed.

Sales Intelligence

Streamline sales processes and increase conversion rates

Sales Intelligence

Win Back Lost Customers Fast

Re-engage customers who switched to competitors with compelling offers and fresh value.

INTEGRATIONS

linkedin.com
gmail.com
apollo.io

AGENTS

Research Specialist
Content Writer
Outreach Specialist

STEPS

linkedin.com
Identify Lost Deals

Collect records of customers who left for competitors within the past few months.

apollo.io
Competitive Analysis

Compare your offerings with competitor solutions to pinpoint your competitive edges.

3
Create Offers

Design special pricing, pilot programs, or unique bundles to entice former customers.

Approval
gmail.com
linkedin.com
Execute Campaign

Launch targeted outreach (email, LinkedIn, phone) showcasing your new advantages.

5
Monitor Results

Track open/reply rates, measure conversions, and refine subsequent campaigns.

Sales Intelligence

Enrich & Score Leads Instantly

Auto-populate firmographic and contact data so reps never chase incomplete leads.

INTEGRATIONS

clearbit.com
hunter.io

AGENTS

Research Specialist
Data Analyst

STEPS

1
Lead Identification

Capture or import new leads from various sources (events, inbound forms, partner referrals).

clearbit.com
Company Enrichment

Use Clearbit or other tools to add details like company size, industry, and location.

hunter.io
linkedin.com
Contact Enrichment

Search for decision-makers' emails and LinkedIn profiles to enrich your database.

4
Lead Scoring

Assess leads based on fit (revenue, vertical) and engagement (downloads, site visits) before final approval.

Sales Intelligence

Automated Sales Outreach

Launch personalised multi-touch sequences that turn leads into pipeline—hands-free.

INTEGRATIONS

gmail.com
clearbit.com

AGENTS

Content Writer
Outreach Specialist

STEPS

1
Lead Selection

Filter your enriched database to find leads with the highest potential ROI.

clearbit.com
Content Creation

Develop outreach templates and tailor them based on buyer persona, industry, and prior engagement.

gmail.com
linkedin.com
Outreach Execution

Send email sequences or LinkedIn messages, monitoring response rates and performing A/B testing.

4
Follow-up

Schedule automated reminders to follow up with unresponsive leads, with final approval gating if needed.

Customer Success

Enhance customer satisfaction and retention

Customer Success

Monitor Customer Health

Detect at-risk accounts early and trigger proactive save plays.

INTEGRATIONS

clearbit.com
gmail.com

AGENTS

Data Analyst
Outreach Specialist

STEPS

clearbit.com
Usage Analysis

Track product adoption (logins, feature usage) to identify healthy vs. stagnant accounts.

2
Risk Assessment

Pinpoint at-risk customers based on low usage or negative feedback, requiring approval to proceed.

Approval
gmail.com
Action Planning

Develop tailored outreach or training strategies to regain customer engagement.

Customer Success

Rank & Action Feature Requests

Aggregate and score feedback to steer high-impact roadmap updates.

INTEGRATIONS

clearbit.com
hunter.io

AGENTS

Data Analyst
Content Writer

STEPS

hunter.io
Collect Feedback

Gather customer requests from emails, surveys, and community channels.

clearbit.com
Analyze Patterns

Identify recurring themes and major pain points in aggregated feedback.

3
Prioritize Features

Score each feature request by potential impact and feasibility, requiring approval to finalize.

Customer Success

Automated Customer Education

Deliver personalised onboarding & training that drives adoption.

INTEGRATIONS

gmail.com
clearbit.com

AGENTS

Content Writer
Data Analyst

STEPS

clearbit.com
Content Creation

Generate video tutorials, guides, and resource libraries for new users.

2
Personalization

Leverage user data to tailor content based on roles, industries, or product usage patterns.

gmail.com
Delivery

Schedule and send training materials to the right audience at the right time, requiring approval if needed.

Customer Success

Drive Revenue via Referrals

Reward loyal users who bring you new business—on autopilot.

INTEGRATIONS

gmail.com
clearbit.com

AGENTS

Outreach Specialist
Data Analyst

STEPS

gmail.com
Referral Program Setup

Create a referral campaign (bonuses, discounts) and notify existing customers.

clearbit.com
Referral Attribution

Track which new leads or signups come via existing customer links or codes.

3
Reward Distribution

Automatically trigger rewards (gift cards, free months) upon successful referral conversions.

Approval
4
Performance Analysis

Measure the program's ROI, retention of referred customers, and referral's NPS.

Customer Service

Automate customer interactions and support workflows

Customer Service

AI Support Agent

Resolve common tickets instantly; escalate complex ones with context.

INTEGRATIONS

gmail.com
clearbit.com

AGENTS

Data Analyst
Content Writer

STEPS

clearbit.com
Analyze Request

Categorize inbound support tickets (billing, technical, etc.) and prioritize urgency.

2
Generate Response

Draft a personalized answer using an AI or template system; request final approval if high priority.

Approval
gmail.com
Send Response

Deliver approved response to the customer across email or chat channels.

4
Track Satisfaction

Use CSAT or NPS feedback to measure effectiveness and adjust future replies.

Customer Service

Smart Ticket Routing

Parse, prioritise and assign tickets to the perfect agent—fast.

INTEGRATIONS

gmail.com
clearbit.com

AGENTS

Data Analyst
Outreach Specialist

STEPS

clearbit.com
Ticket Analysis

Use keyword and sentiment analysis to determine ticket priority and category.

2
Agent Assignment

Assign the ticket to an available support agent with relevant expertise, requiring approval for urgent cases.

Approval
gmail.com
Notification

Notify the assigned agent and provide any relevant context or conversation history.

4
Follow-up

Automatically schedule follow-up messages to ensure resolution satisfaction.

Customer Service

Self-Service Knowledge Base

Build and refresh help docs so customers solve problems solo.

INTEGRATIONS

gmail.com
clearbit.com

AGENTS

Content Writer
Data Analyst

STEPS

clearbit.com
Content Creation

Develop articles, FAQs, and troubleshooting guides based on customer inquiries.

2
Review and Approval

Review newly created content for accuracy and clarity before publishing.

Approval
gmail.com
Publishing

Push approved content live to the knowledge base and relevant channels.

4
Maintenance

Regularly update articles to reflect new features or policy changes.

Market Intelligence

Gather and analyze market insights to support strategic planning.

Market Intelligence

Find High-ROI Markets

Quantify size, growth and risk—then craft an entry plan.

INTEGRATIONS

crunchbase.com
clearbit.com

AGENTS

Research Specialist
Data Analyst

STEPS

crunchbase.com
clearbit.com
Market Research

Compile relevant data (industry reports, competitor info, consumer trends) from multiple sources.

2
Opportunity Scoring

Rate market segments by size, profitability, and alignment with your capabilities.

3
Risk Assessment

Flag potential threats (regulatory, competitive) and require approval to proceed if critical.

Approval
4
Strategy Creation

Outline an entry plan—product positioning, pricing models, distribution channels.

Approval
5
Action Plan

Create a step-by-step execution plan and schedule to implement your market strategy.

Market Intelligence

Outsmart Competitors

Track rival moves and uncover openings for advantage.

INTEGRATIONS

crunchbase.com
clearbit.com

AGENTS

Research Specialist
Data Analyst

STEPS

crunchbase.com
Competitor Identification

Pinpoint key players using data sources like Crunchbase or industry reports.

2
Strengths and Weaknesses

Review product offerings, market share, pricing, and brand perception to identify gaps.

clearbit.com
Strategy Analysis

Dive deeper into competitor GTM approaches, target audience, and partnerships.

4
Recommendations

Summarize possible strategies—product differentiation, pricing adjustments—and request approval to finalize.

Market Intelligence

Track Market Trends

Spot emerging tech, regulation or behaviour shifts before rivals do.

INTEGRATIONS

crunchbase.com
clearbit.com

AGENTS

Research Specialist
Data Analyst

STEPS

1
Market Data Collection

Pull relevant data from news, social media, and research databases.

clearbit.com
Trend Analysis

Spot patterns in consumer preferences, technology adoption, or regulatory changes.

3
Opportunity Identification

Highlight areas where you can differentiate or expand, gating approval if big investments are involved.

Approval
4
Recommendations

Lay out recommended actions (new product lines, expansions) to capitalize on the trends.

Market Intelligence

Find Strategic Partners

Identify and qualify alliances that unlock new revenue or capability.

INTEGRATIONS

crunchbase.com

AGENTS

Research Specialist
Data Analyst

STEPS

crunchbase.com
Partner Identification

Research potential partners with overlapping audiences or complementary tech stacks.

2
Win-Win Assessment

Evaluate how the partner's offering and yours can mutually boost revenue or brand awareness.

3
Risk-Reward Analysis

Estimate risk factors (brand conflicts, integration costs) and potential ROI from collaboration.

Approval
4
Negotiation Plan

Draft a partnership proposal outlining shared goals, responsibilities, and success metrics.

5
Implementation Kickoff

Establish timelines, sign agreements, and set up shared processes or integrations.