Does the agent change our pipeline on its own?

It moves a lead between stages after classifying a reply, which you can confine to a draft status if you prefer. Amounts, close dates, merges and deletions wait for a person.

Which permissions does the integration user need?

Read on the objects it reads, create and edit on activities and the agent status fields, nothing on setup. A permission set your admin can inspect and revoke.

Can it work with HubSpot or Pipedrive instead?

The same agents run against any CRM with an API; Salesforce is the one on the build library today. Ask about yours.

Will it email contacts who asked us to stop?

No. Unsubscribe requests are honoured the moment they arrive and written to the record; sequences check the flag before every send.

Salesforce, kept in step with every message.

The agent reads the lead, writes the outreach draft against the record, logs the send once a person approves it, and sorts the reply into the right stage. The CRM stays the system of record; the agent keeps it current.

Get a quote →All integrations

The agent reads
- Leads, contacts, accounts and opportunities in the objects you grant
- Activity history, to avoid writing to someone written to last week
- Campaign membership
The agent writes
- Tasks and activities for every message sent or received
- Stage and status changes after a reply is classified
- Draft outreach stored on the record for approval
A person approves
- Sending any outreach or reply
- Changing an opportunity amount or close date
- Merging or deleting records

Setting it up.

Access	A connected app with OAuth in your org; an integration user with a permission set limited to the objects and fields the agent needs; revocable by your admin.
Mapping	Field map agreed per object; custom fields for agent status and last-touch so reports can filter on them.
Cap	45 outbound a day per sender; sequences pause on any reply.
Time	About 5 working days inside a sales build.

Builds that use it.

Opener writer and sender →Prospects and campaign review queue →Build library →

Questions buyers ask

Does the agent change our pipeline on its own?: It moves a lead between stages after classifying a reply, which you can confine to a draft status if you prefer. Amounts, close dates, merges and deletions wait for a person.
Which permissions does the integration user need?: Read on the objects it reads, create and edit on activities and the agent status fields, nothing on setup. A permission set your admin can inspect and revoke.
Can it work with HubSpot or Pipedrive instead?: The same agents run against any CRM with an API; Salesforce is the one on the build library today. Ask about yours.
Will it email contacts who asked us to stop?: No. Unsubscribe requests are honoured the moment they arrive and written to the record; sequences check the flag before every send.