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The agent does the legwork of finding, researching and following up with prospects, and books the meetings. You make the decisions: every email a prospect reads is one you approved. This page explains each part in plain words.
On weekdays at 8:00 a.m. you get an email listing what’s waiting. Open Approvals, read each draft, then approve, edit or reject it. Most take under a minute.
On Today. These are leads that stopped and need a judgment call: a reply the agent wasn’t sure about, a contact it couldn’t find, or a service that was down.
The briefing arrives the day before. Afterwards, log the outcome on Meetings; the follow-up is drafted for you.
Every lead follows the same ten steps. Here’s who does what at each one.
Agent Accepts leads only from sources you’ve approved: partner referral links, your website form, list uploads, and connected systems with a key. It checks every new lead against the ones you already have.
You Nothing, unless a lead comes from an unknown source (held) or looks like someone you already have (you decide).
Agent Reads the company’s website and public pages and keeps only facts it can link to a source. Finds the person who makes the decision, and checks their email address before anything is written.
You Confirm the person to contact when the agent is less than 80% sure it found the right one.
Where to see it: A lead’s page, under Company
Agent Scores the lead out of 100 against your ideal-customer rules and gives it a priority: A from 75, B from 50, C below that.
You Nothing. You can see exactly how each score was worked out.
Where to see it: A lead’s page, under Score
Agent Keeps one record per person, with every email and event. The first source that sent the lead keeps the credit.
You Nothing.
Where to see it: A lead’s page, and Partners
Agent Drafts a short, personal email for A and B leads, using only researched facts, with your booking link and an opt-out line. Follow-ups are drafted 3 and 7 days after the first email if there’s no reply.
You Approve, edit or reject each draft. Nothing is sent without you.
Where to see it: Approvals
Agent The prospect picks a time from your booking link. The agent sends reminders 1 day and 1 hour before, and handles moves and cancellations.
You Turn up.
Where to see it: Meetings
Agent 1 day before each meeting, you get a one-page briefing: the company, what the research found, why they fit, how they came in, the conversation so far, and questions worth asking.
You Read it before the call.
Where to see it: Your email, and the meeting’s page
Agent Drafts the follow-up email from your notes and sets the next task.
You Log how the meeting went: moving forward, won, no decision yet, not now, or lost.
Where to see it: Meetings or the lead’s page
Agent Counts everything from the records: leads, replies, meetings, wins, revenue by source, time saved, and how often you edit drafts.
You Glance at it weekly.
Where to see it: Metrics
| When the prospect says… | The agent… |
|---|---|
| Interested, or a question | Moves the lead to “In conversation” and drafts an answer, with your booking link, for you to approve. |
| Not now | Drafts a polite reply for approval and sets a reminder to check back in 90 days. |
| Wrong person (“talk to Sam”) | Proposes Sam as a new contact. Once you approve, it checks Sam’s address and drafts an introduction. |
| Not interested | Marks the lead lost. Nothing more is sent. |
| Unsubscribe, or “stop” | Blocks the address straight away, for good, and withdraws anything waiting to go to them. |
| Out of office | Pauses follow-ups until they’re back. |
| Bounce | Blocks the address, stops the follow-ups and flags the lead for you. |
| Unclear | If the agent is less than 60% sure what a reply means, it puts the lead in Needs attention for you to read. |
Each lead gets points for how well it matches your ideal customer, out of 100:
| Industry | 25 |
| Company size | 20 |
| Reaching the decision-maker | 20 |
| Referred by a partner | 15 |
| A reason to talk now (hiring, funding, a merger…) | 10 |
| Location | 10 |
A is 75 or more, B is 50 or more, and C is below that. A and B leads get a first email; the others go to nurture with a reminder in 90 days. A lead that hits one of your “not a fit” rules is disqualified and never contacted.
The rules and points live in this business’s profile and can be changed as you learn which leads turn into customers.
Before writing each email, the agent reads your 5 most recent edited or approved emails of the same kind, and your recent reasons for rejecting drafts. Where you edited a draft, it compares its version with yours and copies what you changed: length, greeting, how you ask for the call, what you cut.
Names, companies, addresses and links in those examples are replaced with placeholders, and a draft that repeats another lead’s details is flagged. Only this business’s emails are used. No AI model is trained on your data.
Learning is currently on. You can see what it’s reading under Learning on Settings, and the share of drafts you edit on Metrics.
For now, every email waits for you. Once one kind of email (first emails, say) stays under 10% edited across 50 approvals, it can be switched to go out on its own, with a daily review of what was sent.
Some things always need a person: anything mentioning pricing or contracts, releasing a held lead, and the follow-up after a meeting.
You’re in the test version. The companies are fictional, on reserved .example addresses, and the inbox, calendar, research and AI are stand-ins, so nothing can reach a real person. Everything else, including approvals and drafts, works exactly as it will for real.
To work with real prospects, the agent needs a few accounts connected. Each one is set up once:
Settings shows what’s still missing under “Ready for the real pilot?”. Even once live, every email waits for your approval until it has earned automation.