Capabilities
What it does
Multi-step process execution
Agents complete entire processes — not a single reply — chaining together the steps a task actually requires from start to finish.
Multi-stepprocesses run end-to-endAction-taking, not just chat
Agents update records, send messages, and trigger the next step in a workflow directly — real actions, not just a suggestion to review.
Real actionsnot just suggestionsHuman checkpoints where it matters
Approval steps insert at the points that need a human sign-off, so autonomy and oversight coexist by design.
100%auditable agent actionsWorks across the whole platform
The same agent framework plugs into pipeline, campaigns, and automation steps — one capability, many workflows.
1 agentmany workflows automated
How it works
From connected to automated
- 1
Define the process an agent should run
Describe the multi-step outcome you want handled.
- 2
Set guardrails and approval checkpoints
Choose where a human needs to sign off.
- 3
The agent executes the steps automatically
Records update, messages send, workflows advance.
- 4
Review the audit trail of every action
Every step an agent takes is logged and reviewable.
“We replaced five tools with one platform and cut our lead response time from two days to under two hours.”
VP Revenue Operations
Illustrative example — real customer stories launch with the Customer Stories page
62%
faster lead response time