Manage replies and booked meetings
Review conversations, let the agent handle routine replies, and keep meeting outcomes connected to the lead.
Open the reply workspace
Replies from connected email and LinkedIn accounts appear with the person, company, prior messages, and available signal context. The active sequence stops when a real reply arrives.
The agent can answer routine questions, continue the conversation, share the approved calendar, and follow up when a prospect goes quiet. Use instructions in chat to change tone, qualification rules, or escalation behavior.
Escalate the conversations that need you
Pricing negotiations, sensitive requests, uncertain claims, and high-value opportunities can be routed to a person. Approval controls are optional for ordinary outreach and replies. Turn them on for a channel or action when your team needs review.
Record the meeting result
After a call, record whether it was held, qualified, rescheduled, or missed. Add the opportunity or revenue outcome when available. This evidence helps the agent distinguish activity from results and improves later targeting, content, and messaging decisions.