Channel and portfolio
Configure the channel and sales portfolio according to available options and permissions.
AI Agents
Agents with your business knowledge and operating limits
Organize agents by channel and role, assign the sales portfolio they cover and provide approved material to guide conversations. Review the available operating mode and pause an agent when needed. In agentic prospecting, identified signals, the prospect company’s business context and the client’s context — ICP, goals and offer — guide outreach, according to the plan, configuration and channel rules.
Requires enablement
Confirm availability for your workspace. Requires enablement, a suitable plan and connected channels. Operating mode depends on each channel's effective configuration.
Approved knowledge
Provide text and PDF material to guide answers with information about your business.
Conversation examples
Use examples to guide tone. Style examples do not replace approved factual sources.
Autonomy and pause
Check whether a channel proposes or executes actions under its effective rules and use pause and human handling controls.
How it fits your operation
- 01Set the channel, role and portfolio
- 02Provide knowledge and configure limits
- 03Follow conversations and intervene when needed
Frequently asked questions
Does AI always need human approval?
The mode depends on the action, channel and effective configuration. Some modes propose actions and others execute them. Review permissions and rules before activation.
How do I provide business information?
The module supports text entries and PDF imports in the knowledge base. Conversation examples guide tone; factual information should come from approved material.