Zero Contract Risk

Client Operations Workspace

Upload your prospect CSV, sync your calendar availability, and command your dedicated 4-Bot Sales Workforce.

Pilot Quick-Start Checklist 0 of 4 Completed

Complete these 4 rapid steps to activate your autonomous sales workforce.

Step 1 Pending

AI Brand Profile

Set company pitch & SDR tone so outreach sounds authentic.

Step 2 Pending

Meeting Room URL

Add Google Meet or Zoom link for automated invites.

Step 3 Pending

Target Prospects

Load 5 demo accounts or upload your custom CSV list.

Step 4 Pending

Command AI Bot

Direct Bot #2 (BI Scraper) or Bot #3 (Email SDR) on leads.

AI Workforce Impact & ROI Live Pilot Value

Measurable hours and pipeline value generated by your 4-Bot workforce during this pilot evaluation.

Hours Saved

0.0 hrs

BI + SDR Auto

Pipeline Value

Qualified ACV

Velocity Boost

12x Faster

Vs Manual BDR

HITL Safeguard

100% Verified

Zero Contract Risk

Total Prospects

Active Pipeline Leads

Verified Open Slots

Available Demo Windows

1-to-1 Outbound Emails

Grounded SDR Dispatches

Booked Meetings

Confirmed Calendar Consults

Prospects & CRM Pipeline

Upload CSV batches, inspect decision makers, and launch targeted bot actions.

Soft Open Target: All Visible

4 AI Sales Agents

To activate AI sales agent click on button.

The bot will proceed to work the list according to its program.

Bot #2: BI Discovery

Decision-Maker Scraping

Scrapes company sites, extracts owner & C-level contacts, and updates CRM.

Bot #3: Sales SDR

1-to-1 Cold Outreach

Drafts tailored cold emails grounded in catalog offerings, queued into HITL approvals.

Bot #1: Appointment Setter

Demo Calendar Booking

Scans verified calendar openings and stages conflict-free consultation slots.

Bot #4: Trade Quoter

Instant Estimator

Calculates verified pricing for Carpet Cleaning, Lawn Care, and Roofing.

Zero Contract Risk: Bots enrich data, stage drafts, and calculate openings under your human review.

	Company	Primary Contact	Industry & Phone	Pipeline Stage	Cadence	Score	Bot Actions
Loading prospect pipeline...

Fill Calendar:

Shared Calendar & Availability Command

Sync external calendar feeds and define working hours so bots schedule into real openings.

Working Hours & Sync Feed

Timezone

Daily Start

Daily End

Buffer Between Demos (Minutes)

External Calendar Feed URL (.ics / webcal)

Virtual Meeting Room URL (Google Meet / Zoom / Teams) Injected into appointment calendar invites, .ics exports, and AI closer briefings.

AI Engine Conflict-Free Openings Preview

Bots offer these verified slots to prospects

Loading open slot availability...

Add Personal Blackout / Busy Window

4-Bot Sales Operations Deck

Zero contract risk: AI executes intelligence and scheduling while human closers retain pricing control.

Selected Prospect: None selected

1. Appointment Setter

Conflict-Free Demo Booking

Books a demo directly into your verified open calendar window and prepares an executive closer handoff dossier.

2. Decision-Maker BI

Owners & Signals Extraction

Scrapes corporate ownership structure, uncovers corporate executives, and ingests them directly into CRM contacts.

3. Sales Email SDR

1-to-1 Tailored Cadence

Drafts grounded cold outreach based on catalog offerings, reviewed via Human-in-the-Loop before dispatch.

4. Residential Quoter

Instant Trade Estimates

Instant formula-driven quoting engine for Carpet Cleaning, Lawn Mowing, and Roofing Inspections.

Bot Reasoning & Execution Output Grounded Engine

Select a prospect from the Prospects tab to run corporate discovery or draft cold outreach.

Review & Approval Queue (Human-in-the-Loop)

Human closers maintain complete authority over outbound dispatches and meeting agendas.

Scheduled Consultations & Google Meet Sessions

Company & Contact	Date & Time (UTC)	Assigned Closer	Meeting Room	Status
No scheduled meetings yet. Run the Appointment Setter Bot on an active lead.

Client Operations Workspace

Pilot Quick-Start Checklist 0 of 4 Completed

Prospects & CRM Pipeline

4 AI Sales Agents

Shared Calendar & Availability Command

Working Hours & Sync Feed

AI Engine Conflict-Free Openings Preview

4-Bot Sales Operations Deck

Review & Approval Queue (Human-in-the-Loop)

Scheduled Consultations & Google Meet Sessions

Apex Logistics Group

AI Brand & Sales Playbook Hub

Pilot Feedback & Support

Smart CSV Lead Importer

Review & Dispatch SDR Outreach

Residential Services Quick Quoter

Bot Workforce Mission

Client Operations Workspace