One agent, one objective
Tied to the play at your costliest buyer decision.
How we work · What we build · Step 03
Agents that do the work, with your team in charge
Custom agents that research accounts, draft outreach and prepare next steps on their own, built on your data and approved by your people before anything reaches a buyer.
Book a call30 min · no prep needed
What you're after
01
Work done without anyone asking
An agent notices the signal, does the research and drafts the next step before a rep would have got to it.
02
Output that sounds like your company
Built from your positioning, the play and your best rep's skills, in your company's voice.
03
Problems you can trace
Every agent action is logged. When something's off, you can see whether it was the research, the positioning or the message.
One agent run, start to finish
Illustrative. Companies, people and numbers are fictional. Dana, a Director of Fleet who championed Northwind at her last company, joins a 900-person distributor that fits Northwind's ICP.
| Stage | What happens | Who |
|---|---|---|
| Read | Pulls Dana's history with Northwind, the new company's fit and any open deals through one connector | Agent, read-only |
| Check the channel | Confirms Dana isn't already in a sequence and nobody else owns the account | Agent |
| Draft | Writes a note in the AE's voice with the champion-move skill, opening on peak-season readiness and citing what Dana's last team got from Northwind | Agent |
| Approve | The draft lands in the AE's Slack queue with its sources. The AE edits a line and approves. | The AE |
| Release | The note goes out through your sequencer. A follow-up task lands in the CRM. | Your sequencer and CRM |
| Log | What it read and drafted, what changed in approval, and who approved | Logged automatically |
| Measure | Replies and meetings read against similar accounts that didn't get the play, over the same weeks | Weekly review |
A named person approves what a buyer sees
Approvals go where the risk is, not on every asset.
| Reach | Who approves what |
|---|---|
| One to one | The rep approves the account argument and every first touch. |
| One to few | One approval per cluster, plus a spot check of rendered drafts. |
| One to many | The argument once, checks on every row, and failures wait for a person. |
| Always one by one | Anything in an executive's voice, a first touch to a tier-1 account, a new claim, and anything that spends money. |
Why canned AI SDRs disappoint
A packaged AI SDR
- A vendor's agent on a copy of your data
- Sees only what its product touches
- A black box when the output is wrong
An agent we build with you
- Reads your whole business through one connector
- Approvals where the risk is
- Every action logged, every draft shown with its sources
Guardrails we build in
Read before write
Agents start with read access. They get write access to one workflow at a time, when a play calls for it.
Built on your skills
The same skills your people run, so people and agents follow one playbook.
SkillsA log in your warehouseIn progress
We're building a log that stores every read, draft and approval where you can query it and join it to results.
AI telemetryWhere agents sit in the four steps
- Step 011
Connect your data
Agents read your warehouse, signals and strategy through one connector, so they know what your best rep knows.
- Step 022
Prioritize by revenue impact
Each agent gets one objective at the buyer decision where the most revenue is lost.
- Step 033
Ship into the tools your team uses
Drafts land in Slack, your CRM or your sequencer, waiting for the approval their reach calls for.
- Step 044
Keep improving
The play is read against comparison accounts. We keep, change or retire the agent with it.
Where to start
Implementation
The first agents a play needs ship in the bootcamp. Implementation takes them to production, and Managed Agents keeps them delivering. The code is yours.
Before you book
How is this different from buying an AI SDR?
You own it, it runs on your data, and it argues from your positioning. Every action is logged, so you can see where a bad draft went wrong.
What stops an agent from emailing a tier-1 account on its own?
It isn't allowed to release that. A first touch to a tier-1 account is always approved one by one, by a named person.
What happens when better models come out?
You switch. The code and prompts are yours, and the model is one setting in your repo.
Our security team won't grant write access.
It doesn't need to at the start. We'll walk your security team through access before kickoff.
Where's your line stuck?
Scope your first agent
30 minutes. Bring the work your reps do before they can sell. We'll say what an agent should take first.
Book a call