AI-Agents for Outreach

Agents help Outreach teams keep contacts current and follow-ups moving.

Send Mail Merge Batches

Send approved outreach from current lists and report exceptions.

Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.

Works with15 tools
Track Outreach Email Sends

Track approved messages and list recipients whose sends need review.

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

Works with15 tools
Add Qualified Contacts

Move eligible prospects into the outreach register and flag contact gaps.

Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.

Works with11 tools
Compile SMS Delivery Reports

Show which outreach texts arrived and which contacts need follow-up.

See who received your campaign texts in your campaign sheet. Find failed texts and people who need follow-up.

Works with7 tools
List Failed Texts

List failed contact texts with numbers for outreach staff.

Get a morning list of texts that failed or expired, with the phone numbers and reported reasons your team needs for follow-up.

Works with15 tools
Add Qualified Prospects

Keep the contact register clear of duplicates and rejected leads.

Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.

Works with8 tools
Send Community Newsletters

Send location-aware updates to subscribers and track each send.

Your subscribers get community news that fits their location and interests, and you get a report of what went out.

Works with11 tools
Send Excel Mail Merge

Send approved contact messages and identify lists needing cleanup.

Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.

Works with18 tools
Send Mail Merge Emails

Send approved outreach emails and report skipped contacts.

Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.

Works with21 tools
Send Group Mail Merge

Send approved messages to usable contacts in a saved group.

Your usable contacts get personalized emails, and you get a clear report of every send, skip, and failure.

Works with12 tools
Send Group Mail Merge

Send approved outreach messages to each unique group address.

Your group mailing goes out from the team mailbox, with duplicate addresses skipped and a reply showing sends and exceptions.

Works with20 tools
Send Mail Merge

Send personalized outreach to saved groups and flag skipped contacts.

Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.

Works with17 tools
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