UnionResearch and qualify
Discovery and qualification agents are designed to work from your criteria and retained evidence.
AI WORKFORCE
The right role for each task.
Research, qualification, outreach and reporting have different jobs. Give each agent a clear remit.
Create your workspacePrepare and review
Drafting can use your configured AI provider. No provider key means no chargeable AI request.
Coordinate and escalate
Run specialist workflows with saved evidence, spending allowances and a final review. Build your own sequence from the available roles.