Workflows
Connect the trigger, review and result.
Explore Workflows →
SDR Agent
Prepare the outreach. Keep the judgment visible.
Connect prospect context, channel touches and reply qualification with the policy your team chooses.
Inside the workflow
Make each handoff legible.
01 /
Prepare relevant outreach
Use company knowledge and the account brief to draft a message.
02 /
Coordinate configured touches
Schedule supported email, SMS, voice or other channel work with the relevant connection and policy.
03 /
Qualify the reply
Carry response context into an accountable next action.
Walk through the process
From context to recorded work.
Channel availability and permitted actions vary by connection, account permissions and policy. LinkedIn-related work is not a blanket promise of automated sending.
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Configure the workspace
Set company profile, contacts, a demonstration mailbox and SDR configuration.
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Run a dry scenario
Inspect the proposed draft, recipient and action before execution.
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Apply the review policy
Choose the configured autonomy level and inspect items that require judgment.
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Follow the result
Review activity and handoff on the customer record.
Continue exploring
Keep the next step connected.
Control
Inspect an action and its exceptions.
Explore Control →
Before the first send
Inspect the recipient and the connection.
Check the selected contact, supporting source, sender identity and configured channel. Review a dry-run example with an irrelevant prospect and a disconnected mailbox, not just a successful path.
Your next step
See your customer workflow, connected.
Bring one real workflow to the conversation. We’ll show how the records, agents and review points fit together.