Meet your agents
| Agent | What it does | How you interact |
|---|---|---|
| Signal Agent | Finds companies visiting your website in real-time | Review identified companies in your pipeline |
| Deal Finder Agent | Detects deals from email, calendar, and 250+ data sources | New deals appear automatically in your pipeline |
| Form Submission Agent | Captures and qualifies every inbound form lead | Qualified leads are routed to the right stage |
| Follow-Up Agent | Drafts follow-up emails when conversations go quiet | Approve, edit, or dismiss from your queue |
| Outreach Agent | Sends personalized outreach to qualified prospects | Review and approve messages before they send |
| Meeting Recorder | Joins calls, transcribes, and extracts action items | Summaries and tasks appear on the deal record |
| AI Chat | Answers questions about your pipeline in plain English | Type any question into the chat bar |
How agents coordinate
Agents don’t work in silos. They pass work to each other like a real team:- Signal Agent identifies a hot prospect → Deal Finder checks for existing email threads → Outreach Agent drafts a message
- Meeting Recorder captures action items from a call → Follow-Up Agent monitors if those items get addressed
- Form Submission Agent qualifies a new lead → Deal Finder creates an opportunity → Follow-Up Agent watches for engagement
Managing your agents
You manage agents the way you’d manage a team:- Turn agents on or off - enable only the ones you need right now
- Set their rules - define what qualifies a lead, when to follow up, what tone to use
- Review their work - every action shows up in your approval queue before it goes out
- Talk to them - use AI Chat to ask questions, give instructions, or check on progress