Revenue operations
Real AIDemo Mode · Synthetic DataHuman approved
AI Revenue Agent
An autonomous revenue system that understands the enquiry, researches the company in the CRM, scores fit and intent, drafts personalized outreach, and proposes CRM actions — every action approved by a human before it runs.
INBOUND ENQUIRY
AI Workflow
0/7Understand the enquiry
Research company & CRM
Score & qualify
Propose next action
Human approval
Execute in CRM
Verify pipeline state
Run a scenario
One-tap inputs that exercise different real-world outcomes — including the edge paths.
Run the workflow to see the AI work.
The agent reads the enquiry, checks the CRM, scores the lead, drafts outreach and asks you to approve before anything happens.
Activity Timeline
Run the revenue workflow to see the full audit trail
System controls
Production readiness — the controls behind this system
- Business KPI
- Lead response time and % of inbound leads qualified without manual effort.
- Data & retention
- Run against a synthetic CRM. Production deployments retain conversation + decision logs for audit.
- Permissions & action boundaries
- Reads CRM context freely; every write — message, follow-up, booking, score update — requires human approval.
- Model & provider strategy
- OpenWeights Groq models with structured output; fallback + rate-limit handling if the provider is busy.
- Human approval
- Nothing is sent or written to the CRM without a human approving the proposed action.
- Monitoring & audit
- Full activity timeline records every AI decision, tool call and approval for review.
- Cost / workflow
- One model run per enquiry with a bounded tool loop; workflow is cost-traceable per lead.