One purpose.
Every next step.

Turn a list of accounts into timely conversations and owned next steps. The AI Harness coordinates the audience, playbook, virtual workers, contact checks and replies, so your team can focus on the opportunities and decisions that need them.

Explore campaign planning

A campaign starts
with a useful reason.

Set a clear purpose, a relevant audience and a next step worth taking. Use the customer’s context throughout.

Follow up product enquiries

Continue from what the person asked. Answer with approved information, qualify the need and arrange the next step.

Reconnect dormant accounts

Use the previous relationship and what has changed. Find new interest or learn why the customer stopped buying.

Work trade-show leads

Follow up the stand conversation. Understand the project, timing and buying roles, then offer a sample, quote or meeting.

Build event attendance

Invite, answer questions, remind and follow up. Use recorded responses and attendance where configured.

Arrange executive meetings

Coordinate a useful set of meetings around a sales executive’s visit, including contact through assistants.

Also useful for renewals, reorders, price changes, referrals and reminders.

Build the audience.
Make the plan clear.

Start from customers, enquiries, event lists, sign-ups, referrals or researched accounts. Combine or exclude lists, remove duplicates and review who remains after contact checks.

  1. AudienceWho belongs, and who is excluded.
  2. Message & offerThe purpose, approved material and next step.
  3. Who & whenPeople, workers, dates and allowed channels.
  4. Review & startThe owner checks the plan before launch.
Campaign Studio product design showing included and excluded audience lists and contact checks
Illustrative product design. Sample account data. View full-size screen

The playbook gives direction.
Your rules set the limits.

The campaign sets the purpose and points to make. The worker combines them with the person’s record to prepare the right conversation.

Guide the work

  • Qualification questions and approved responses.
  • Offers, materials and the next step to seek.
  • Channel sequence, timing and frequency.
  • Named owners for decisions and exceptions.

Control the launch

  • Contact checks during planning and before sending.
  • Company rules and both countries’ requirements.
  • Assisted drafts held for a person to review.
  • Start, pause, resume and end controls for authorised people.

Assign each step to the right person or worker. A campaign WhatsApp send step is handled by a person; channel capabilities and permissions determine what can be automated.

Explore country and company controls

A reply starts a conversation.
It does not end the work.

The account’s worker can answer questions, prepare a meeting or raise a request for a person. Reps can guide, join or take over. Stop or change the planned sequence when the response or outcome calls for it.

InviteAnswerRemindRecord attendanceFollow upMeet

Illustrative event journey. Registration and attendance steps depend on the configured offering and connected records.

Different replies.
Different next steps.

Handle interest, questions, declines and requests to stop appropriately. Give attendees and absentees different follow-up, with the history available to the people who take over.

See what moved.
See what needs you.

Follow audience reached, messages sent, replies, meetings and progress against the campaign’s purpose. Keep reported outcomes separate from results confirmed by connected systems.

Campaign product design showing illustrative audience activity, outcomes and progress, with example figures
Illustrative product design. All names and figures are sample data. View full-size screen

The coordinator helps explain what needs attention and suggests changes. Your team decides what to change, backed by the underlying records.

Your team runs it.
The workers follow through.

Reps own personal campaigns. Managers direct team campaigns. Operations supports lists, data and worker capacity. Agencies can deliver the same work within separate client contexts.

Scale within limits

Add worker units as demand changes, within the capacity and authority your company sets.

Connect marketing activity

Give workers the audience, sent message and approved offer so they can support the replies and leads from activity run elsewhere.

Keep client work distinct

For agencies, retain each client’s playbook, targets, decision owners and reporting.

Every reply starts with the permitted account context. Corvair Knowledge Substrate supplies underlying conversation memory and library search with citations, so the next step can use the customer’s history and traceable source material.

Bring one campaign.
Build the team around it.

Explore the audience, playbook, channels and people who own the next step.

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