Enrichment Agent
Deep context on every lead, automatically
- Auto-enrichment on booking confirmation — runs silently in background
- Structured JSON briefing card with company and contact data
- Competitive signal detection (current tools in use)
Walk into every call fully prepared
Delivers a comprehensive AI-generated briefing to the rep 30 minutes before every call. Includes company summary, tech stack, pain indicators, source campaign, suggested talking points, and competitive positioning. Reps save 30-90 minutes of manual research per meeting and convert at higher rates.
What goes in, what comes out.
Meeting Prep Agent
Combine this agent with others for a complete pipeline.
Deep context on every lead, automatically
Book meetings in conversation, not on a form
Close the gap between call and next action
This agent is included in the following pre-built teams.
Powered by UpBookIt. Replaces the SDR function for inbound lead scheduling. Books meetings with branded pages and AI chat, qualifies every lead, enriches with company context, routes to the right rep, prevents no-shows, delivers pre-meeting briefs, and closes the loop with AI follow-up.
SDR Replacement Savings
$53k-$102k/yr
Built for outside sales reps who meet prospects in person. Adds geographic territory routing and travel-time-aware scheduling to the core SDR pipeline. Clusters meetings by location, calculates drive times, and delivers morning route briefs.
Route Efficiency Gain
28-35%
Automates the recruiting pipeline from candidate screening through interview scheduling. Screens candidates, matches to interviewer panels, coordinates multi-host scheduling, delivers prep briefs, and handles post-interview follow-up.
Recruiter Time Saved
4-6 hrs/week
Meeting Prep Agent is expected undefined. Join the waitlist to be first in line.