How it works

A workflow with a person at the approval step.

Onboarding is designed as four moves: connect what you are allowed to connect, set the rules, let agents prepare approved work, and review the result in one place.

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01
Connect your business channels and data sources
Bring in the channels and data sources you want to use, subject to supported integration availability and the access each platform allows.
Your team: Choose accounts you are allowed to connect and grant only the access the workflow needs.
Designed to: The workspace is designed to keep those connections together and show which sources an agent can use.
02
Set goals, preferences, and approval rules
Tell the workspace what you are trying to do, how you want the work to sound, and what must be reviewed before it leaves the building.
Your team: Set the goal, the audience, the tone, and who has to approve a publish, send, or ad change.
Designed to: Agents are designed to follow those preferences and to stop at the approval step you require.
03
Let AI agents prepare and execute approved workflows
Agents draft and organize the work. Execution of a publish, a message, or an ad change happens only on the path you have approved.
Your team: Review the draft, the audience, and the action before you approve it.
Designed to: The agent prepares the asset or the action and carries out the step that your rules already allow.
04
Review conversations, campaigns, leads, and performance
Use the same workspace to look at replies, campaign status, the lead list, and the website or ad signals that connected sources provide.
Your team: Decide what to adjust, what to pause, and what needs a person to take over.
Designed to: The workspace is designed to put those queues and summaries next to each other so the team is not reconstructing the story from separate tools.

What stays manual unless you allow it

An agent does not publish, send, or change an ad until the permission and the approval rule allow that step.
A connected channel appears only after an authorized account grants access. A planned status on this website is not that grant.
Suggested replies and campaign assets stay drafts until a person approves them, unless you have explicitly allowed a narrower automation.
Recommendations about ads are not a promise of return on spend, conversions, or revenue.

After the first setup

The ongoing loop is review, not a handoff. Teams look at drafts waiting for approval, conversations that need a person, leads that are not qualified yet, and the performance signals a connected source actually returns. The workspace is meant to make that review faster. It is not a promise that the work runs without anyone watching it.

Put your AI growth team to work.

Tell us about your marketing and sales workflow, and we’ll help you explore where automation can make a difference.

Request a Demo

What stays manual unless you allow it

An agent does not publish, send, or change an ad until the permission and the approval rule allow that step.

A connected channel appears only after an authorized account grants access. A planned status on this website is not that grant.

Suggested replies and campaign assets stay drafts until a person approves them, unless you have explicitly allowed a narrower automation.

Recommendations about ads are not a promise of return on spend, conversions, or revenue.

After the first setup

Connect your business channels and data sources

Set goals, preferences, and approval rules

Let AI agents prepare and execute approved workflows

Review conversations, campaigns, leads, and performance

What stays manual unless you allow it

After the first setup

Put your AI growth team to work.

Connect your business channels and data sources

Set goals, preferences, and approval rules

Let AI agents prepare and execute approved workflows

Review conversations, campaigns, leads, and performance

What stays manual unless you allow it

After the first setup

Put your AI growth team to work.