Collection
AI Revenue Agents
28 articles
01What is an AI Revenue Agent?The core idea, the agent types, and how it differs from rule-based automation.3 min→02Deploy your first AI SDR in 10 minutesConnect, define, pick a template, set a budget, go Live — from prerequisites to first replies.3 min→03Configure agent guardrails (tone, claims, suppression)The three core guardrails — brand voice, claim restrictions, and suppression — and how to test them before going Live.3 min→04When does the agent escalate to a human?The default escalation triggers, what an escalation looks like, and how to tune sensitivity.3 min→05Review and approve agent draftsApprove, edit, or reject each draft — how review mode works and when to move to auto-send.3 min→06AI SDR vs AI BDR — when to use whichHow the outbound and inbound agents differ, and how to run both as a pod.3 min→07AI Marketing Agent — campaign drafting basicsHow to brief the agent, what it produces, and how to iterate from draft to launch.3 min→08Train the agent on your brand voiceBuild a voice profile from real emails, then refine it with your edits over time.3 min→09Agent timeline & activity logRead the audit trail of every agent action — and use it to debug what happened.3 min→10Pausing and resuming an agentPause stops new actions without losing state — how it works, when to use it, and pause vs archive.3 min→11Multi-agent pods explainedHow multiple agents share data and coordinate hand-offs without ever double-contacting a prospect.3 min→12AI Voice Agent setupConnect a number, pick a voice, define the goal, and assign a use case — first call in ~15 minutes.3 min→13AI Voice Agent — compliance and disclosureHow disclosure, consent, quiet hours, and recording rules are enforced — and what stays your responsibility.3 min→14Tune the agent's daily budgetThe budget caps new accounts per day — start low, watch quality, then scale toward capacity.3 min→15Reviewing agent performanceWhat an AI Revenue Agent is, the four agent types, what it isn't, and how agents work together.4 min→16When the agent gets a replyPrerequisites and the five-step deployment wizard — from checklist to going Live.4 min→17Agent escalation playbookThe three core guardrails — brand voice, claim restrictions, suppression — plus conditional rules.4 min→18Set up the AI BDR for outbound-only motionDefault escalation triggers, how handoffs work, tuning per agent, and what to escalate vs not.4 min→19Configure the AI Inbound MarketerAuto-send vs pre-send review, per-agent review settings, the Drafts queue, and bulk-approve.4 min→20Agent skills matrix — what each agent can doWhat the AI SDR and AI BDR each handle, when to run one or both, and how they coordinate.4 min→21Connect agents to your CRMWhat the AI Marketing Agent handles, how to brief it, review drafts, and ship and measure.4 min→22Held-drafts queue and how to use itHow to gather good voice samples, upload and test a voice config, and assign voices to agents.4 min→23Agent persona — match agent to buyer personaWhere to find the Agent Timeline, what each entry shows, common filters, and how to export it.4 min→24Multi-language agent setupSoft pause vs hard stop, how to resume, and the conditions that trigger automatic pauses.4 min→25Agent A/B testingWhy pods matter, common pod patterns, how to set one up, and pod orchestration rules.4 min→26Disable an agent for a specific accountConnect telephony, configure the voice and disclosure, assign use cases, and test before going live.4 min→27Agent cost & usage trackingVoice-call compliance: disclosure, call-recording consent, TCPA, GDPR, and per-region defaults.4 min→28Agent FAQ — common questions and answersWhy budgets matter, how to set the right number by phase, upper-limit constraints, and when to lower.4 min→
