Your agent opens the conversation. You carry it.
Drafted replies wait for review, with the agent and the playbook that produced them named on each one.
Screenshot
The inbox, with an agent draft waiting on a person
Drafts that show their working
Each one carries the agent that produced it and the playbook it followed, so approving is a judgment about a specific piece of reasoning rather than a shrug at a black box.
Edit in place, send from one place
Every sender feeds the same inbox. Read it, change a line, send it, and keep the thread moving without switching accounts.
Answers ready on the first day
Pricing, not interested, referral and the rest arrive pre-drafted before you have connected anything. A person still sends them.
Stages that leave the building
Move a stage and a webhook fires, so your CRM stays the source of truth. Private segments keep client work apart, and teammates are free on every plan.
Delegating the send
You can delegate sending to the agent for any conversation. Most teams reserve it for low-stakes follow-ups.