From first conversation to a working AI agent in your business. Whether it's for email handling or sales outreach, the onboarding process is the same.
The same starting point for both solutions, whether you choose the email agent, the sales agent, or both.
We learn about your business: which tasks do you want to automate, what are the common questions or prospects, how do you want to come across? This call takes about 45 minutes.
Based on the intake call we build your knowledge base: prices, policies, tone of voice and, for the sales agent, your ideal customer profile. This is the foundation of every action the agent takes.
We set which tasks the agent handles, which it forwards and when it alerts you. All tailored to your workflow, whether that's incoming emails or outbound prospect messages.
The first drafts or shortlists come to you for approval. You give feedback, we adjust the agent until you're satisfied.
The agent runs autonomously. You only see what genuinely needs your attention, plus a weekly summary of everything it handled.
Two different solutions, each with its own way of working. Here's what it looks like once the agent is live.
An email arrives in your mailbox.
The agent classifies it: question, quote, order or complaint.
The right specialist drafts a reply from your knowledge base.
The draft waits in your inbox. Nothing is sent automatically.
You review, tweak if needed, and send.
A prospect enters the pipeline, via upload or your own sources.
The agent enriches the company with data: industry, size and signals.
The lead is scored against your ideal customer profile (ICP).
Personalised outreach goes out automatically, within built-in limits.
Replies are triaged; meetings and a brief come to you.
Every morning your draft replies are ready. Approve, edit or send: your call.
New orders are recognised and logged without you having to lift a finger.
Every week you get an overview of what the agent handled, what questions came up and whether there are patterns worth acting on.
A daily shortlist of scored and enriched companies, ranked by how well they match your ideal customer profile.
Personalised emails go out in your voice, with built-in limits for volume, suppression lists and unsubscribes, so your brand stays safe.
Interested replies are filtered out. For every conversation you get a brief: company overview, talking points and the objections to expect.
AI you can trust with your customers. These principles apply to every agent we build.
Agents work within the rules you set. You decide what may run automatically, and anything sensitive or uncertain is passed to you.
When an agent sends a message without a human check, the recipient is told that AI was involved, as the EU AI Act requires.
Your emails and customer data are only used to deliver your service, never to train AI models.
Our agents are low-risk systems under the EU AI Act and are designed to comply with the GDPR. We keep them out of high-risk uses, such as assessing job applicants.
During onboarding we walk your team through how the agent works and where its limits are.
Your emails stay within your Google Workspace or Microsoft 365 environment. Prospect data for the sales agent is only processed with your explicit consent. We don't store message content outside your own environment. Both services are GDPR-compliant and we only process what's necessary to deliver the service.
Book a free demo and see in 30 minutes what the agent can do for your inbox.
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