Agent workflow
Agencies
01
Create the client workspace
Keep campaigns, contacts, connected accounts, and team access organized by workspace.
02
Build the campaign plan
Agents translate each client offer into target buyers, outreach angles, and follow-up logic.
03
Review before launch
Agency teams approve messages and sensitive actions before campaigns send.
04
Report what happened
Replies, warm leads, and booked calls give clients an outcome-focused view of the experiment.