Exception Handling AI-Agents for Sales Development Representatives in Software

Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.

Draft and Send Outreach

Find matching buyers and queue personalized first emails for review.

Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.

Works with25 tools
Track Outreach Email Sends

Show which approved prospect emails went out and which need attention.

Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.

Works with15 tools
Fill Company Account Gaps

Identify prospects' employers and flag uncertain account matches.

Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.

Works with19 tools
Assign Sales Leads

Assign prepared prospects to available reps for follow-up.

Your sales lead tracking shows who owns queued leads and whether follow-up can start or sales operations needs to review a gap.

Works with4 tools
Enrich LinkedIn Prospects

Enrich matched prospects before planning sales outreach.

Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.

Works with12 tools
Fill Missing Work Emails

Find work emails for prospects queued for outreach.

Your prospect contacts get confirmed work emails when the match is clear, with uncertain addresses flagged for your review.

Works with4 tools
Log Outreach Email Results

Show which prospect emails reached a mail server.

See reported delivery results beside the exact outreach email your team approved. Your register flags failed and unmatched sends for review.

Works with5 tools
Assign Sales Leads

Mark assigned prospects ready for follow-up when details are complete.

Your sales lead tracker shows which leads are ready for follow-up and which need a routing decision, with links in a dated task.

Works with6 tools
Find Social Profile Links

Find supported public profiles for contacts before prospecting.

You get public profile links when the details line up, plus clear notes on matches that need your review.

Works with4 tools
Prepare Ad Leads

Prepare assigned ad leads for first contact.

Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.

Works with12 tools
Refresh Prospect Roles

Verify prospect roles before sending outreach.

Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.

Works with
Log Outreach Emails

Log each sent prospect email against its approval and flag mismatches.

Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.

Works with5 tools
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