Done-For-You AI Autopilot
Import your leads. The AI plans, writes, prices, and launches the rest.
Autopilot reads your company profile, knowledge base, and lead list, then drafts a complete outreach program: which leads to contact, on which channels, the exact messages for every step, and a transparent cost estimate — before anything is sent. Want it different? Tell it in a sentence ("skip SMS, lead with a call, more casual") and the plan updates. Then build and launch with one click. Leads that reply or book exit automatically, and the AI keeps optimizing from real results.
- Full outreach program drafted from your real data — no manual campaign setup
- Every message written up front so you can review before anything sends
- Cost estimate computed from your actual lead list, recalculated at launch
- Refine the plan with plain-language instructions — no builder required
- Never contacts the same lead from two programs; pause genuinely stops sending
- Continuous optimization: channels, timing, and copy adjust to results
Import your leads. The AI plans, writes, prices, and launches the rest.
Visual Sequence Builder
Design the exact journey every lead takes — automatically.
Build multi-step outreach workflows using a drag-and-drop canvas. Combine voice, email, SMS, WhatsApp, Instagram DM, and LinkedIn Assistant steps in any order, set wait conditions, add branching logic based on replies or call outcomes, and fork qualified leads to human reps. No code. No CRM engineers.
- Email → wait → SMS → WhatsApp/DM → voice → LinkedIn touch → branch → handoff
- Trigger from webhook, CSV import, or CRM event
- Branch on: reply received, conversation outcome, lead score threshold
- Delay rules: X hours, next business day, quiet hours only
- LinkedIn Assistant steps: manual or optional paired-browser assistance; not an official LinkedIn integration
- Human handoff with AI-written lead summary and priority routing
- Enroll individual leads or bulk enroll from a filtered list
Conversational AI Voice Calls
Provider-managed response. Natural dialogue. Configured objection handling.
Our voice AI makes configured outbound calls and uses your knowledge base and battlecards to answer approved questions and handle common objections. When the lead qualifies, it can hand off to a rep according to your routing rules.
- Provider-managed voice delivery subject to account and network conditions
- Interruption handling — AI stops and listens when prospect speaks
- Live sentiment adjustment — tone shifts based on prospect energy
- Voicemail drop with custom script if no answer
- Mandatory AI disclosure injected at call start
- Call recording with consent when enabled and supported by the provider
Consent-First SMS Outreach
TCPA controls built in for configured outreach.
SMS is the highest-response channel — and the highest-risk. Agenis checks consent records before every send, appends the required STOP opt-out footer automatically, processes STOP replies in real time, and blocks any number on your DNC list. Fines for non-compliant SMS start at $500 per message.
- Per-lead, per-channel consent enforcement before every send
- Auto-appended opt-out footer: 'Reply STOP to unsubscribe'
- STOP replies processed on receipt — consent revoked before future sends
- Global DNC list checked against phone and email
- Quiet hours enforced (configurable per timezone)
- Configured messaging delivery with sender and registration requirements
TCPA controls built in for configured outreach.
Hyper-Personalized Email Sequences
Not mail merges. AI-written emails that don't read like AI.
Each email is generated using your knowledge base, lead's company data, and sequence context. Variable substitution supports {{firstName}}, {{company}}, {{title}}, and custom fields from your CRM. Unsubscribe links are auto-generated and tracked. CAN-SPAM compliant by default.
- Dynamic variables: {{firstName}}, {{company}}, {{title}}, custom fields
- AI-generated body using your knowledge base and brand voice
- One-click unsubscribe link auto-inserted (CAN-SPAM required)
- Unsubscribe clicks revoke consent before future sends
- SendGrid API delivery with bounce and complaint handling
- HTML or plain text — both supported
Not mail merges. AI-written emails that don't read like AI.
Live Rep Queue & Intelligent Routing
AI qualifies. Humans close. Keep warm leads visible to your team.
When a lead qualifies — by replying, by meeting a score threshold, or by requesting a human — the AI writes a one-paragraph summary of the conversation and routes to the best available rep based on skills, capacity, and priority. Reps see the queue in real time and can accept, book, or mark outcome.
- AI-generated lead summary sent with every handoff
- Skill-based routing: match lead industry to rep expertise
- Capacity enforcement: rep won't receive if at max concurrent
- Notify the assigned rep through configured SMS, email, or both
- Rep queue dashboard: pending, in-progress, completed, missed
- Two-way inbox: reply on email, SMS, WhatsApp, or Instagram right from the conversation
- Outcome tracking: booked, lost, follow-up, no-show
TCPA · CAN-SPAM · GDPR Enforcement
Compliance is not a checkbox. It's enforced at every step.
Every outreach action goes through a consent enforcement layer before executing. Consent records are stored per lead, per channel, with source and timestamp. Opt-outs are recorded and enforced. The audit trail records consent events. DNC lists can be imported from federal registries, state registries, or manually managed.
- Consent records: express vs. implied, per channel (email/SMS/voice/WhatsApp/Instagram)
- Consent source tracked: web form, import, webhook, verbal, inbound call
- DNC list: phone numbers and emails, with bulk import support
- Audit trail: attributed consent and opt-out events
- GDPR: owner-only workspace data export and deletion
- Signed one-click unsubscribe link in every outbound email
Webhook Inbound & CRM Triggers
New lead hits your CRM? Sequence starts in seconds.
Create signed webhook endpoints and point any external system at them — HubSpot, Salesforce, Calendly, your own website, or Zapier. Incoming payloads are mapped to lead fields and the lead is automatically enrolled in the target sequence. No manual CSV exports.
- HMAC-signed webhook endpoints per source
- Field mapping UI: map any incoming JSON key to a lead field
- Auto-enroll in a selected sequence on receive
- Request count and last-received timestamp tracked per source
- Works with anything that can send a webhook — HubSpot, Calendly, Zapier, your own website
- Inbound API route for custom integrations: POST /api/leads/import
CSV Import with Consent Bulk-Grant
Upload any list. Map fields. Enroll. Done.
Upload any spreadsheet, map column names to lead fields (firstName, lastName, email, phone, company, title), optionally grant implied or express consent for all channels, and auto-enroll every lead in a sequence. Duplicates are detected. Failed rows are reported individually.
- Browser-side CSV parsing — file never leaves your browser until submitted
- Column mapping UI: drag field names to match your spreadsheet headers
- Bulk consent grant on import (implied or express) with source label
- Auto-enroll all imported leads in a sequence
- Row-level error reporting: which rows failed and why
- Import audit log: timestamp, user, lead count, success/fail
Upload any list. Map fields. Enroll. Done.
AI Knowledge Base & Brand Voice
Your agent knows your product, your competitors, your guardrails.
Upload product docs, competitor battlecards, FAQs, pricing sheets, and call scripts. Your AI agent retrieves relevant knowledge during calls. Brand Voice controls tone, formality, and confidence level. Guardrails define what the agent can and cannot say — pricing ranges, escalation triggers, off-limits topics, and approved closing paths. For a configured closing flow, the agent can share an approved checkout link and treats payment as confirmed only when the payment provider reports success; it does not take card details or negotiate arbitrary prices.
- Document types: product docs, battlecards, FAQs, scripts, case studies
- Agent name and persona configuration
- Tone presets: Professional, Friendly, Direct, Consultative
- Confidence and verbosity sliders
- Hard guardrails: never promise discounts, always escalate if X
- Approved checkout links with payment status confirmed by the provider
- Response testing: simulate lead questions against your live knowledge base
Your agent knows your product, your competitors, your guardrails.
ROI & Performance Analytics
Pipeline velocity by channel, by sequence, by rep.
Every metric is computed from real outcome data — no simulated numbers. See outreach volume over time, conversion funnel by sequence step, channel mix performance, cost per meeting, and rep-level conversion rates. Export any report to CSV for your CRM or board deck.
- 30/90-day outreach trend chart (real DB queries, not samples)
- Funnel: contacted → replied → qualified → booked
- Channel breakdown: which channel drives the most meetings
- Cost-per-meeting by channel and by sequence
- Rep performance: handoffs received, booked, conversion %, avg response time
- CSV export on any date range