Everything the blackbook needs. Nothing it doesn't.
The engine keeps the blackbook alive: it maps the committee, researches the buyer, generates the playbook, mints the token, injects the link, tracks the behavior, and notifies the rep. Every agent action lands back in the blackbook, and the rep reviews and approves before anything sends.
The engine, surface by surface.
Execution board
The home screen for every rep: a prioritized set of accounts and actions for the day, each marked with the signal that put it there.
- Prioritized account queue, refreshed daily
- Signal-tagged actions: new job, funding, intent, reply
- One click to start the next action
- Skipped and snoozed items tracked separately
Research agent
The engine studies the buyer before you reach out — role, industry, known pain points, and the signal that put them on the board. Your blackbook entry is written before your first touch.
- Account and contact research on demand
- Live signal analysis: news, job changes, funding
- Personalized message draft, not a template
- Rep reviews, edits, and approves before send
Email & LinkedIn outreach
Outreach sends from the rep's own identity — no shared sending account, nothing you have to explain to a buyer.
- Email sent from the rep's own connected inbox
- LinkedIn messages from the rep's own account
- Replies routed back into the engine automatically
- Full send history logged to the contact's CRM timeline
Meeting intelligence
Call recaps feed straight back into the blackbook — topics, signals, objections, next steps. Nothing the rep heard gets lost.
- Automatic recording pickup from the connected calendar
- AI summary: topics, signals, objections, next steps
- Full transcript stored and searchable
- Logged to the CRM contact timeline automatically
Playbooks
A sales playbook calibrated to the industry vertical and the company, generated for the account in play — the right asset at the right stage.
- Vertical-calibrated playbooks, generated for the account in play
- Intel-asset library organized by industry and stage
- Buying-committee content mapped by role and stage
- One-click attach to outreach or meeting follow-up
CRM logging
Every agent action writes back to the CRM automatically. The blackbook never goes stale, and the pipeline never needs chasing.
- Automatic logging of all agent actions
- Contact timeline updated in real time
- Manager pipeline view, no manual updates
- Scoped per rep identity and assigned accounts
Attribution & pipeline
Full funnel attribution from signal to opportunity — which channel moved the deal, at rep level and manager level.
- Full funnel attribution from signal to opportunity
- Channel breakdown: email vs LinkedIn vs meeting
- Rep-level and manager-level views
- Campaign and play performance tracking
Buying-committee map
The committee behind each account, mapped and every member assigned a role — who's in the room, who's missing, and what each one needs.
- Live org chart for every active account
- Engagement status per stakeholder
- Gap detection: missing roles flagged automatically
- Content recommendations by role and stage
clicked or watched on intel assets injected into outbound
industry cold-email reply rate
a 22× improvement — measured from live engine usage.