Agent overview
Research leads, companies and markets; prepare outreach and sales briefs.
What the agent can do
- Read relevant inputs such as documents, tickets, records, web pages or structured data.
- Summarise, classify, compare, recommend and prepare draft outputs.
- Escalate sensitive cases to a human user before action is taken.
- Integrate with internal tools where required.
Control and governance
Agentic workflows can be designed with permissions, review steps, logs and monitoring so the business remains in control.