Spend less time preparing outreach and more time on the conversations that follow.
Assistants gather account research, draft messages and content from your approved positioning, and write results back to the CRM — while a person reviews every message and asset before it reaches a customer.
- 01Pull account context
- 02Summarize and draft
- 03Check against brand rules
- 04Review and send
- 05Log to the CRM
The workflow
Sales development reps, account executives and marketing teams who research prospects, write outreach and produce campaign content every week.
- Reps spend hours per account piecing together research from websites, news and the CRM.
- Personalized outreach does not scale, so most messages end up generic.
- Content drafts drift from approved messaging and need several rounds of edits.
- Call notes and research never make it back into the CRM.
Pull account context
SystemCRM records, past activity and approved public sources are gathered for the target account.
Summarize and draft
AIThe assistant writes a short account brief and a draft message or content piece using your positioning, product facts and tone guidelines.
Check against brand rules
SystemDrafts are checked for banned claims, required wording and product facts that do not match the approved list.
Review and send
PersonThe rep or marketer edits the draft and decides whether and when to send or publish it.
Log to the CRM
SystemThe brief, final message and outcome are written back to the account record.
Where people stay in control
Nothing is sent to a prospect or published without a person approving it. The assistant only uses product claims from an approved list, and marketing owns the rules it is checked against. Reps can mark poor drafts, which feed into regular prompt and content reviews.
- Research and drafting time per account
- Reply and meeting rates on reviewed outreach, compared with a control group
- Edits needed before approval
- Completeness of CRM activity records
Data and integrations
- CRM access, such as Salesforce or HubSpot
- Approved positioning, product facts and tone guidelines
- Past messages and content with their outcomes
- Agreed list of external research sources
Realistic boundaries
- Research uses only approved sources and must follow privacy law and your data policies for prospect data.
- The assistant drafts; people decide what is sent and are accountable for it.
- Improvements in reply rates need a comparison group to measure; we set one up rather than assume them.
How we build it
- Generative AI & LLM DevelopmentApplications built on large language models that are grounded in your data, tested against real cases and costed before launch.
- CRM AutomationLead routing, follow-ups, record hygiene and sales or service workflows automated inside the CRM you already use.
- AI AgentsAgents that take approved actions across your tools, with permissions, review points and monitoring built in.
- Technology & SaaSAI features inside your product, developer tooling, support operations and platform engineering — built by a team that ships software, not just prototypes.
- Financial ServicesDocument review, knowledge access, fraud signals and customer operations — built with the controls and auditability the sector expects.
- Retail & CommerceCustomer service, catalog operations, demand planning and personalization — connected to the commerce platforms and order systems you already run.
Questions buyers ask
Not by default. We design for review before send. Some teams later allow automatic sending for low-risk messages such as meeting confirmations, but that is a decision you make with evidence.
Drafts are generated from your approved messaging and checked against written rules — required terms, banned claims, product facts. Rules sit in a document marketing owns, so changes do not need engineering. See our CRM automation work for the integration side.
Map this workflow with us.
Tell us about the workflow or product. We reply with questions, a suggested first step and who would work on it.