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Agents

Three agents that work as one team.

Outbound finds customers, Inbound Sales wins them, Support keeps them. One shared memory.

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At a glance

Find, win, and keep customers.

Each agent owns one stage of the journey. Stop reading here and you have the whole idea.

Outbound · Find

Meetings on your calendar, without the prospecting.

It spots companies ready to buy, writes to them by email and LinkedIn, then follows up by phone.

Example
  1. Spot
  2. Write
  3. Book
  1. SpotNorthwind just opened a second warehouse
  2. Write“Hi Maya, saw the new warehouse. Worth 20 minutes Thursday?”
  3. BookMeeting booked for Thursday, 2:00 PM

Personalized from three buying signals

Passes to Inbound Sales: her pricing question, two sites, Q4 timeline

See controls
Approve every email before it sends
On
Tone
Friendly and direct
Daily send limit
80 emails per inbox
Do‑not‑contact list
Synced from HubSpot

Inbound Sales · Win

Every lead answered in seconds, day or night.

It greets visitors, answers questions on chat, email, or phone, and books demos with the right rep.

Example
  1. Listen
  2. Answer
  3. Book
  1. Listen“Does the Growth plan cover two sites?”
  2. Answer“It does. You mentioned Q4 on Friday’s call, so…”
  3. BookDemo booked with Sam, Thursday 2:00 PM

Knew Friday’s call summary

Passes to Sam: transcript, needs, suggested agenda

See controls
Send logistics leads to
Sam
Hand to a person when
A deal needs custom pricing
Tone
Helpful, no pressure
Answers on
Chat, email, phone · 24/7

Support · Keep

Customers helped fast, by someone who remembers them.

It answers on chat, email, and phone, and gives your team a short brief when a person is needed.

Example
  1. Listen
  2. Fix
  3. Close
  1. Listen“Our Slack alerts stopped after we added a seat.”
  2. Fix“That seat changed a role. I’ve sent a reconnect link.”
  3. CloseResolved in 2:41 and logged to HubSpot

Knew her plan and Monday’s change

Passes to your team, only if needed: a short brief and the full history

See controls
Hide card numbers and personal details
On
Hand to a person for
Refunds and billing disputes
Tone
Calm and clear
Replies on its own to
Questions it has answered before

Why one team

Nobody asks your customer the same question twice.

Separate tools lose context at every hand‑off. One shared record keeps it.

Three separate tools

  • Outreach tool
  • Chat tool
  • Help desk
  • Context lost at every hand‑off
  • Customers repeat themselves
  • Three logins and three bills

Throughline

One record: Maya Chen, NorthwindExample

  • One record for every customer
  • Nothing asked twice
  • One login and one bill

See all three on your accounts.

30 minutes, connected to your HubSpot.

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Works with

  • HubSpot
  • Gmail
  • Slack
  • Zapier