Track sales from first contact to closed deal

Set up the campaign fields

PAProspecting agent

Check the workspace’s existing fields and add any campaign details you need. Create a list to hold the companies you want to research.

• GET /v1/schema
• POST /v1/schema/fields
• POST /v1/lists

• Custom fields and their change history
• A company list

Add companies to the list

PAProspecting agent

Save a company with its website domain. If that domain already exists, the CRM updates the matching record instead of creating another one.

• POST /v1/companies
• POST /v1/lists/{id}/members

• Company records matched by domain
• Companies added to the campaign list

Create research tasks

PAProspecting agent

Add a research task for each company. Leave it unassigned when any of your research agents can take it.

• POST /v1/tasks
• GET /v1/tasks

• An available research task for each company

Save the research findings

QAQualifying agent

An agent claims a task, researches the company with its own tools, and saves the findings. It marks the company as a fit or not a fit, with a reason.

• POST /v1/tasks/{id}/claim
• PATCH /v1/companies/{id}
• PATCH /v1/lists/{id}/members/{member_id}
• POST /v1/tasks/{id}/complete

• Research notes and sources
• A qualification decision
• A completed research task

Add a contact and a deal

QAQualifying agent

Save the person’s email or LinkedIn URL and link them to the company. Open a deal for an opportunity you want to pursue.

• POST /v1/people
• POST /v1/deals

• A contact linked to the company
• A deal at the first stage

Prepare a message draft

OAOutreach agent

Create an email task with the recipient, subject, and message. The CRM blocks new contact tasks for records marked do not contact.

• POST /v1/tasks

• A draft email task linked to the contact

Review the draft

YOUA human

Read the draft in the dashboard, edit it, or cancel the task. Arrange review before sending in your agent instructions and policies; it is not automatic for every task.

• PATCH /v1/tasks/{id}
• POST /v1/tasks/{id}/cancel

• Any draft edits or cancellation

Send through your email tool

OAOutreach agent

The assigned worker claims the task and sends through your own account. It then records completion, the outcome, and any available delivery evidence.

• POST /v1/tasks/{id}/claim
• POST /v1/tasks/{id}/complete

• The recorded result of the send attempt

Set the next follow-up

OAOutreach agent

Create another task linked to the previous message and give it a due date. Your agent or team decides when to pick it up.

• POST /v1/tasks

• A follow-up task in the same conversation

Log the reply and update the deal

RAReply agent

When your inbox receives a reply, have your agent record it on the contact. Move the deal to the appropriate stage.

• POST /v1/activities
• POST /v1/deals/{id}/stage

• The recorded reply
• The deal’s stage change

Close the deal

YOUA human

Mark the opportunity won or lost. Include a reason for a loss so your team can review it later.

• POST /v1/deals/{id}/close

• The deal outcome and any loss reason