Product
Prospecting and outbound
ICP rules, lists and scoring, then sequences that draft each message from research, and an inbox for the replies. Do-not-contact rules, sending limits and deliverability checks apply to every send.
Prospecting
- Natural-language people and company search over your CRM that compiles to removable filters, with saved matches.
- ICP definition with may-contact and must-not-contact rules, and automatic exclusion of customers, partners and accounts with open deals.
- Agent-proposed plays or ICPs generated by reading your website and profile, with targeting rules that persist per play.
- Lookalike discovery from closed-won accounts, triggered on close, deduplicated against the CRM.Companies outside your CRM need an approved People Data Labs key.
- AI qualification per accountcustom fit questions answered pass / fail / unsure per row.
- Account scoring and tiering by fit, signals and conversion likelihood, with the reasons for each account.
- Prioritization model trained on the customer's own closed-won and closed-lost history.
- Spreadsheet-style list workspace up to 10,000 rowscustom enrichment columns, CSV match-and-enrich, and AI cells only with a verified quote.
- Agent-staged segments and audiences grouped by territory, segment or motion, with owner notification.
- Day-one TAM grounded in ICP, existing customers and accounts found in your email history, auto-maintained.Market size needs an approved People Data Labs key.
- Warm-path discoveryintros drafted for whichever teammate knows the account, and your team's network as a lead source.
- Champion re-activationfind where past customers, lost-deal contacts and engaged buyers work now, verify, and alert.
- Persona matchingchoose the titles you actually sell to inside target or lookalike companies.
- Lead-magnet managercomment-a-keyword posts, deliver the resource, qualify and save genuine responders.Off by default. Needs your own Unipile account.
- Waitlist ranking and design-partner recruiting that stops when the goal number of partners is active.
- Local-business lead lists from OpenStreetMap or a CSV.Off until set up. Google Maps uses your own Apify account.
- Daily ranked work list per rep with a stated reason and suggested action for every lead or account.
- Event plays: invite leads near you to a dinner, coffee or conference meetup you host, with RSVPs and capacity.
Sequences and outreach
- Multi-step email sequences with step delays (typically 2–3 days), exit conditions and reply detection.
- LinkedIn connection requests with a note, follow-up messages and InMail inside sequences, alongside email if you choose.Off by default. Needs your own Unipile account. Lanes are set through the API for now.
- LinkedIn engagement stepsliking posts for everyone on a list, comments and reactions, connection refresh, and a follow-up when a request is accepted.Off by default. Needs your own Unipile account. Comment approvals and auto-like plays are through the API for now.
- Rich media in messagesAI LinkedIn voice notes, AI avatar video from a photo, website screenshots, memes, personalized video.Off by default.
- Messages written for each person from research, starting from why them and why now.
- Commonality snippetsspecific lines built from what you share with the prospect (alumni, named lookalike customers, shared conference), and agent outputs as template variables.
- Sender-voice cloning and saved sender personas.
- Prospect-style tone mirroring (calibrate to how the recipient writes).
- Tone and CTA locks that the agent cannot override.
- Drafting and replies in the recipient's language.
- Visual play or journey graph with trigger, A/B, if/else, webhook, assign-owner and lookalike nodes, copy/paste and undo.
- Adaptive sequences where the agent chooses channel, timing and format per lead and decides who to enroll and when.
- Multi-sender enrollment and sender rotation across many domains and accounts.Off by default. Needs your own mailbox or Smartlead accounts.
- Per-recipient-timezone send windows, blackout dates and scheduled pauses.
- A/B and multivariate tests on messages, subject lines, sequences and audiences.
- Reusable sequence rulesets (exclusions, eligibility, behavior) applied across sequences.
- Send from the record owner's mailbox, with admin-managed signatures and booking links, and delegated sending.
- Manual task steps (call, LinkedIn, email) mixed into agent sequences, with a daily task list for reps.
- Push staged audiences into external sequencers (Instantly, HeyReach, Outreach, lemlist, Reply.io, Smartlead) as draft campaigns that launch only after approval.Off by default. Needs your own account with the sequencer.
- Rule-based sequence pauses and bulk stop.
- Paid-ads audience sync and retargeting of engaged prospects.Off until an owner connects your own ad accounts.
- Physical gift and direct-mail plays through Sendoso.Off until an owner connects your own Sendoso account.
- Autopilot campaigns that keep sourcing and enrolling new prospects after launch, with per-campaign refills.Off by default. Every email is a draft a person approves.
- Event and webinar follow-upmatch attendees to accounts and ICP roles, draft per person, hold for owner; registration and no-show plays.
- Reactivation of closed-lost and long-dormant contacts, grounded in real relationship context, with approval required.
- Snooze-aware follow-upunderstands replies like not now or reach back in Q2, and schedules a re-engagement that pauses and resumes itself.
- Open-quote follow-up cadence until the buyer purchases or opts out.
Deliverability
- Bring your own Gmail or Outlook mailbox via OAuthteammates connect senders by invitation link.
- Domain purchase (including lookalike domains) and Google/Outlook mailbox provisioning separate from the primary domain.Off by default. Needs your own Google Workspace and domain registrar accounts.
- Continuous inbox warmup.Off by default. Needs your own Smartlead or Instantly account.
- Inbox-placement and domain-health monitoring per mailbox and domain, with send pacing against mailbox health.Off by default. Seed tests need a placement-testing vendor; Google Postmaster data needs Google's approval.
- Mailbox utilization and email-backlog dashboard.Off by default.
- Pre-warmed inbox marketplace and migration of eligible domains to Gmail.Off by default. Needs your own Smartlead or Instantly account.
- Sender caps per organization, and LinkedIn safety limits with a ramp-up.Off by default. LinkedIn steps need your own Unipile account.
- Bounce prevention and automatic bounce handling.
- Agent mailboxes on AgentMailan agent sends and receives from its own address, through the same approvals, suppression and limits as people's mail, and replies come back through the same inbox.Needs your own AgentMail account.
- Automated SPF, DKIM and DMARC setup and RFC 8058 one-click List-Unsubscribe headers on every outbound message.
Replies
- Unified inbox with research and history beside each thread, needs-reply and interested views, and color tags.LinkedIn messages join when Unipile is turned on.
- Multi-label reply classification (positive, referral, objection, unsubscribe, not interested, later) where each label drives an action (end, pause, CRM write, alert, escalate, draft).
- Out-of-office detection with auto-pause, auto-resume on the parsed return date, and exclusion from reply metrics.
- AI-drafted replies grounded in business info and saved resources, approved by a human.
- Autonomous replies that handle common objections, answer FAQs and recognize rejections.
- Auto-reply to positive or eligible replies with a booking link.
- Reply monitor that reads replies across sequencers and inboxes on a short schedule and messages the owner about the most urgent ones.
- Escalation rules that hand complex or sensitive threads to a human.
- Inbox-triage agenteach new email is triaged and a draft reply prepared.Gmail drafts and labels are off by default.
- Inbound email routing by account ownership or round-robin.
- Prompt-injection screening and untrusted-content isolation for inbound email and web pages before an agent acts on them.
Nurture
- Branded social post drafting and publishing to LinkedIn, X, Instagram and Reddit, with review and discover modes.
- Flag commenters on your posts who sound like real buyers.Off by default.
- Turn meeting moments into posts after consent and confidentiality checks.
- SEO, local Google visibility and generative-engine (AI-answer) optimization content.Needs your own Serper key.
- Agent-managed website presence improvements.Off until you connect WordPress.
- Competitor and trend monitoring turned into a plan of launches, promotions, partnerships and local events.
- Promotion launch with sales tracking.
- Content-creator and partnership sourcing.
- Nurture of leads and existing customers, drafted for approval.
- Ads and analytics integrations (LinkedIn Ads, Reddit Ads, Google Ads, Analytics, Search Console) as agent tools.
Other areas
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