Connexah

Seven agents we build most often.
Each one does work your team does by hand today, and shows its work.

connexah / agents
Live route Idle Example
SIGNALS AGENTS OUTCOMES 07:02 08:40 08:41 Exhibitor lists 12 Sep Harbourline Security · Booth 2141 Job posts Funding Planning applications Tenders Ad campaigns New leaders One shared memory your people · your AI 07 Deep account research 03 Market and intent monitoring 02 Outbound campaigns 01 CRM cleaning and monitoring 06 Proposal generation 04 Customer monitoring 05 09:21 EXAMPLE Meeting booked Harbourline Security Proposal drafted for your team to check Owner alerted what to do next CRM record fixed checked every night
Harbourline Security 07:02 Signals found the booking on the exhibitor list. 09:21 Demo booked, Tuesday 10:30, 30 min.
agents / index
01–08
01 Outbound campaigns 02 Market and intent monitoring 03 Deep account research 04 Proposal generation 05 Customer monitoring 06 CRM cleaning and monitoring 07 One shared memory 08 Something else?
01 / Pipeline

Outbound campaigns

The whole cold outreach job, from the list to the booked meeting.

TodayBy hand
1 builds a list 2 guesses emails 3 writes from a template name company email ? ? ? ? ? ? first.last@ ? f.last@ ? first@ ? Hi [First name], [Company]
agents / outbound
With an agentExample
Harbourline Security · timeline
08:40 · Right person
Ranked 14 contacts and picked Priya.
1st of 14
08:40 · Email
Email verified.
Verified Priya, VP Marketing
08:41 · Real facts
First draft written from 3 sourced facts.
1Booth 2141 2New product 3Job post
Sending
Sends from separate inboxes.
09:14 · Replies
Interested reply.
Interested Later Out of office
P
Priya
VP Marketing, Harbourline Security
Interested reply · 09:14
Yes, happy to see a demo next week.
Tuesday 10:30
Demo · 30 min
Mon Tue Wed Thu Fri 09:00 10:00 11:00 Priya
Example09:21
"Interested reply from Priya at Harbourline Security. Demo booked, Tuesday 10:30."

Today: an SDR builds a list, guesses emails and writes from a template.

With an agent: it picks the right person at each account and checks their email. It writes from real facts about that account. It sends from separate inboxes and sorts the replies.

TodayBy hand
News Job board Event list Mon Tue Wed Thu Fri seen missed when they have time
agents / market-and-intent
With an agentExample
Signals
Exhibitor lists Job posts Funding Planning applications Tenders Ad campaigns New leaders
Tenders
Substation upgrade
Tender published
08:47
Funding
Battery storage developer
Raised new funding
08:40
Planning
Solar farm near Lincoln
Planning approved
07:05
Job post
Solar developer
Hiring a grid connections lead
07:02
Exhibitor list
EV charging installer
Confirmed for spring shows
Yesterday
Scored against your ideal customer
PLANNING DECISION 07:05 grid connection Solar farm near Lincoln APPROVED Source: council planning portal Solar or battery project Needs a grid connection In your region
Fit
Good fit.
Grid-connection campaign
Example07:05
"Planning approved for a solar farm near Lincoln. Good fit. Added to the grid-connection campaign."
02 / Timing

Market and intent monitoring

Spot the moment a company is ready to buy, then act on it.

Today: someone checks news, job boards and event lists when they have time.

With an agent: it watches the signals that matter in your market. Exhibitor lists, job posts, funding, planning applications, tenders, ad campaigns and new leaders. It scores each signal against your ideal customer and starts the right campaign.

03 / Dossier

Deep account research

The file your best rep would build, on every account.

Today: research happens for the top 20 accounts, if there's time.

TodayBy hand
top 20 if there's time
agents / account-research
With an agentExample
Every accountFile
Corvane Logistics
Logistics, UK
Tollan Freight
Existing customer
Brisbury Cold Chain
Opening a new depot
Averin Haulage
New operations director
Pellowe Parcels
Tender for fleet tracking
Quarrin Distribution
Raised new funding
Stenmoor Fleet
Confirmed for spring shows
Wendle Couriers
Expanding into Scotland
Files built
Corvane Logistics
Logistics · UK
Owner: Alex
Company People Technology News Worth mentioning
Signal New Midlands warehouse 1
Timing Opening in May 1
Job posts Hiring 3 fleet managers 2
Technology Changed telematics provider last year 3
Contact Tom Reilly, Operations Director 4
Email Verified
Example
"Corvane Logistics: new Midlands warehouse opening in May, hiring 3 fleet managers, changed telematics provider last year. Best contact: Tom Reilly, Operations Director."
Sources
1News, 12 Sep
2Job posts
3Supplier case study
4Ranked 1st of 14
Saved to your CRM
Your CRMAccount
AccountCorvane Logistics
ContactTom Reilly
ResearchAttached
OwnerAlex

With an agent: it builds a sourced file on every account. Company, people, technology, news and the facts worth mentioning. The research goes into your CRM.

04 / Deals

Proposal generation

Everything you know about a deal, drafted into a proposal.

agents / proposals
With an agentExample
READS WORKS OUT OPTIONS DRAFTS The brief Account research Past jobs 12 similar Pricing rules Estimate 3 options A $42,000 B C $48,000 Proposal
Draft proposal For your team to check Source: 12 similar past builds
Example11:30
"Draft ready: 3 options, $42,000 to $48,000, based on 12 similar jobs."
TodayBy hand
the brief Brief past jobs rebuilds each estimate by hand Estimate Total ?

With an agent: it reads the brief, the account research, your past jobs and your pricing rules. It works out the estimate and drafts the proposal for your team to check.

Today: someone rebuilds each estimate by hand from the brief and past jobs.

05 / Retention

Customer monitoring

Know what's changing at every customer before it costs you.

Today: account managers notice changes when they remember to look.

With an agent: it watches every account for new leaders, a champion leaving, funding or growth. Then it tells the owner what to do next.

TodayBy hand
remember to look new leader growth champion leaving funding
agents / customers
With an agentExample
Every account
Tallis Payroll
Your customer
New leaders
New Head of People
Starts Monday
12:05
Champion leaving
Your champion moved
Now at Fernway
12:05
Funding
Watching
Growth
Watching
Contact moved
moved Tallis Payroll Your customer left Head of People Fernway Outbound account your champion starts Monday
Owner alerted what to do next
Example12:05
"Your champion at Tallis Payroll moved to Fernway. Their new Head of People starts Monday."
06 / Records

CRM cleaning and monitoring

A CRM your team can trust, and keep trusting.

TodayBy hand
trust within weeks it drifts again J F M A M J J A S O N D a few times a year left bounced duplicates
agents / crm
With an agentExample
Nightly checkEvery record
Records checked1,420
People left9
Replacements found6
Bounces fixed6
Duplicates merged4
trust every night J F M A M J J A S O N D
Fixed
6 bounces fixed
4 duplicates merged
Filled
6 replacements found
with fresh research
Flagged
the rest
ExampleEvery night
"1,420 records checked. 9 people left, 6 replacements found, 6 bounces fixed, 4 duplicates merged."

Today: someone cleans records a few times a year. Within weeks it drifts again.

With an agent: it checks every record every night. People who left, bounced emails, duplicates and missing fields. It fixes what it can, fills gaps with fresh research and flags the rest.

07 / Knowledge

One shared memory

What your company knows, in one place your people and your AI both read.

Today: knowledge lives in people's heads. Every new hire and every tool starts from zero.

TodayBy hand
people's heads 0 every new hire 0 every tool starts from zero
agents / shared-memory
With itExample
Ask about Client Offer Past decision
What did we propose to Harbourline last spring?
Two options, the smaller one accepted, with the proposal and call notes attached.
Source: Proposals, last spring Call notes
Your own records
ProposalsHarbourlineLast spring
Call notesHarbourline
Past decisionsSmaller option accepted
YOUR PEOPLE ONE ORGANISED KNOWLEDGE BASE YOUR AI read uses read Outbound Signals Research Proposals Customers CRM One shared memory Who you sell to What works What you decided better every time someone uses it

With it: one organised knowledge base. Who you sell to, what works and what you decided. It gets better every time someone uses it.

Example: "Ask: what did we propose to Harbourline last spring? Answer: two options, the smaller one accepted, with the proposal and call notes attached."

ExampleNote: example companies are invented and carry an "Example" label.
08 / Bespoke

Something else?

We'll build it. Every agent starts with a person doing a job by hand. We write the job down, find where the facts come from and build the agent to do it the same way.

Request a custom workflow
A JOB BY HAND WRITTEN DOWN WHERE THE FACTS COME FROM THE SAME WAY The job 1 2 3 4 5 CRM Email Slack Data agent 1 2 3 4 5

Tell us which job eats the most hours. We'll show you the agent for it.

Building lists Checking signals Researching accounts most hours Writing first drafts Cleaning the CRM
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