Example workflow
B2B outbound sales
For founders and sales teams using their own agents to research companies and prepare outreach.
Read the workflow →Agent Native CRM
See how your team can use the CRM
See how your team and agents can organize sales outreach, social conversations, and creator partnerships. You provide the agents and sending tools; the CRM stores the contacts, tasks, and results.
Choose a workflow to explore
Each example explains who does the work, what the CRM stores, and where your team reviews it.
Example workflow
LinkedIn and social outreach
For founders and sales teams who start conversations through LinkedIn or other social accounts.
Read the workflow →Example workflow
Influencer and product outreach
For brands and product teams managing creator shortlists, outreach, fees, and campaign deliverables.
Read the workflow →How these examples work
Each example uses shared records and tasks. Your team chooses the agents, outside tools, and review process.
You choose the agents and review steps
Agents can save research and prepare tasks. Decide when your team should review the work, and configure the relevant policies when you need checks.
Your own tools handle outreach
Messages are sent through your email or social accounts. The CRM holds drafts, tasks, and the outcomes you or your agents record.
The history shows recorded work
Open a contact or deal to see updates and activity. Ask agents to include sources and explanations so your team can check their findings.
Connect your first agent
Follow the setup guide to connect an agent, save a contact, and create a task. Use the API reference when you need the exact request fields.
Set up your own workspace
Start with companies, contacts, deals, and tasks. Add custom fields or record types when the workflow needs them.