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RevOps owns the systems that everyone else depends on. Data hygiene, routing rules, pipeline reviews, forecast accuracy — all of it gets done manually because the rules are too edge-casey to hard-code. AI Agents handle the judgment-y middle ground: clear enough to automate, fuzzy enough that hard rules break.

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Start with a Marketplace template

The Marketplace ships pre-built Agents you can clone in one click. Adapt them to your CRM, your segmentation, your pipeline definitions. Or build a custom Agent from scratch.

Elli, the Enrichment Agent

Fills in firmographics, contact details, and job-function classification on every record — the foundation for everything else.

Lia, the LinkedIn Lead Researcher & Qualifier

Takes a LinkedIn profile or CRM record, researches the company, and returns a qualification read you can wire into routing.

Browse the Marketplace

The full catalog of Agents — enrichment, routing, forecasting, data hygiene.
Click Clone Agent on any listing, connect your CRM and data sources, and run on real records.

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Pick your path

How hands-on do you want to be? Pick a tab — the rest of the page is written for you.
You don’t need to touch the builder. Open the cloned Agent above, ask in plain English, and let it work across the systems it’s connected to.

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Sharpen the answers with knowledge

Upload your ICP definitions, segmentation rules, routing logic, and pipeline definitions. Every conversation references them — sharper output, no new setup.

Add knowledge

Upload context once. Every conversation references it.

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Make it run on its own

When you’re answering the same data-quality or routing question every week, set a trigger — every new account auto-enriches, every stale record auto-flags. One toggle, no code, no builder.

Triggers

Schedule runs, fire on CRM events, listen to webhooks.

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Ready to go further?

When prompting and templates stop being enough — when you want the Agent to enforce your routing rules across the whole pipeline and orchestrate cross-system workflows — pick the Build visually tab above.

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The four levels in revenue operations

How the autonomy ladder plays out across your pipeline:

L1 — Assisted

A RevOps analyst asks the Agent which accounts in the new MQL batch look like a fit for the enterprise team — the Agent returns a list with reasoning.

L2 — Copilot

A RevOps analyst asks the Agent to dedupe a list of 1,200 imported leads — the Agent flags clusters with merge recommendations, the analyst approves the merges.

L3 — Autopilot

A new lead enters the CRM → enriched, scored, routed to the right rep, posted to Slack, all without anyone touching it.

L4 — Self-driving

You set the objective — “improve forecast accuracy” — and the Workforce enriches, scores, and routes, with its deal-signal criteria tuned through evals as close-vs-slip outcomes flow back.

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Zoom into a single use case

Each use case below is a working entry point — clone a template, then run it, shape it visually, or build with AI depending on which tab fit you.

Pipeline forecasting & hygiene

Spot stalled deals, missing fields, and at-risk forecast slippage before pipeline review.

Lead routing & territory

Apply your routing rules — plus the judgment edge cases — to every new lead automatically.

Data dedup & cleanup

Find and merge duplicates, fix inconsistent fields, surface the records that need a human.
For account-level enrichment, see the CRM data enrichment use case in Sales — same shape, applies cleanly to RevOps use. For scoring inbound, see Lead scoring.

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See it in production