An AI agent coordinates prospect outreach across email, professional networking and rep call preparation, then tracks each lead through to attributed revenue.
ConstructionThe workflow follows a roofing distributor's prospect from a timely buying signal into a coordinated contact sequence. A rep or the agent can make contact, and every touch stays attached to the lead.
A list of prospects creates no revenue by itself. Disconnected messages repeat information, lose the context of previous contact and make it hard to tell which sources generated real opportunities.
Select a stage to see the records it uses, the action it takes and the result.
The agent carries the account context between channels and prepares the rep's next conversation.
The business can distinguish discovered prospects from contacted, qualified and converted accounts.
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