Agent directory

Choose the agent for the work

Reach new prospects, nurture existing relationships or gather research. Each type has a purpose, with instructions and approval requirements you control.

Agent types

Choose the agent for the job

A shared foundation

Agent work stays connected to your CRM. Inspect individual prospect threads, research, proposed actions and next steps.

Find the right agent for your workflow

Bring the work you want to hand over. We’ll walk through the audience, tools and instructions it needs.