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How it works

What actually happens between a visit and a renewal.

Nine small, always-on agents work alongside your reps, each scoped to one job and your own isolated tenant.

From first visit to won, or lost.

A visitor is identified and scored the moment they land. One agent nurtures anything that isn't hot yet, another flags what is. A rep still creates and closes the deal.

Lead Intake, Nurture and Deal Progression agents
Lead to deal flow Flowchart showing a visitor identified and scored, splitting into an automated nurture path for warm leads or an outreach task for hot leads, which a rep turns into a deal that progresses through the pipeline to a won or lost outcome. NO YES LOST WON Visitor Identified IP resolved to company Hot lead? (score ≥ 70) Lead Nurture Agent drafts email · rescores each pass Lead Intake Agent creates outreach task Rep Creates Deal manual · Deals board Deal Progresses pipeline stages · rep + workflow rules Outcome? Deal Lost IsWon = false Deal Won company → customer LEGEND Start / end Agent step Decision Manual / human step Won: happy path

Winning the deal is the easy part.

Once an account becomes a customer, two more agents keep watching. One tracks engagement and only speaks up when an account is at risk. The other reads that signal to decide whether a routine check-in is enough or a human needs to step in today.

Customer Health and Renewal agents
Retention flow: customer health to renewal Flowchart showing the Customer Health Agent quietly decaying a customer's health score when engagement goes stale and alerting only when it crosses a risk threshold, while the Renewal Agent independently watches for approaching renewals and reads that same health score to decide between a standard renewal recap or an urgent, human-routed check-in. YES no change YES no alert HEALTH SCORE LOW RISK HIGH RISK Customer Account AccountType = Customer CUSTOMER HEALTH AGENT RENEWAL AGENT Quiet ≥ 14 days? (no visit/note/call) High risk? (health score ≤ 50) Health Score −10 floor 0 · runs every pass Score ≤ 50? (risk threshold) Flag Task for Owner skipped if one already open Draft Renewal Recap normal tone · review in 1 day Urgent Check-in + Task value-toned · no auto-send · due 4h LEGEND Account (start) Agent step Decision Shared state (health score) High-risk escalation
And four more, working quietly

Not every agent needs a flowchart.

Reporting Agent

Summarizes new leads, deals won or lost and pipeline value into a short, readable report on its own schedule, with no dashboard-staring required.

Reactivation Agent

Finds leads that went dormant long ago and texts a short reconnect nudge. A more patient population than Lead Nurture works.

Target Company Discovery Agent

Searches the live web for new prospects matching your region and industry, on your schedule, and imports genuinely new matches straight in.

Visitor Enrichment Agent

Once a visitor's company shows real engagement, fills in a contact name, email, phone and address with no manual lookup.

Every agent above ships off by default.

Turn on the ones you want, per account, from Settings. Nothing runs until you say so.

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