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Academy · Course · 60 minutes · Beginner

Working with Vera and the Revenue Agents.

How to get real work out of an AI CRM assistant without handing it the pen.

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Lessons

What you will learn in Working with Vera and the Revenue Agents.

  1. What Vera does — and refuses to doLesson 1
  2. The four agentsLesson 2
  3. Governing AI in your teamLesson 3

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See it work

The lessons, applied.

Every card below is a real workflow — not a slide. Click through them, then click inside the screens.

Reply centre · Reply Triage Agent
5 replies · 0 missed
SV
Sandeep Voghra · Max HealthcareYes — send the ICU module pricing and let's set up 20 minutes next week.
Interested
AK
Anita Kapoor · NorthwindNot this quarter, check back in October after our budget resets.
Not now
RM
Rahul Mehta · Bhatia LogisticsI'm not the right person — try our ops head, Priya (cc'd).
Referral
OO
auto-reply · Coastal HotelsI am out of the office until 14 September with limited email access.
Out of office
JD
J. Dawson · Orbit StudioPlease remove me from this list.
Unsubscribe
Reply Triage Agent
“Yes — send the ICU module pricing and let's set up 20 minutes next week.”
Classified as Interested in 0.4 s.
What happened next: Sequence stopped · deal drafted by Vera · reply routed to you
Click anything to explore
Vera · assistant
No AI key needed
Add Sandeep Voghra, VP at Max Healthcare, sv@maxhealth.com. New deal for the ICU module, $18,400, proposal stage. Note: wants pricing by Friday.
Vera — Drafted 3 records from one sentence. Nothing is saved until you approve.
ContactSandeep Voghra · VP · sv@maxhealth.com
AccountMax Healthcare · Healthcare · Delhi NCR
DealICU module · $18,400 · Proposal
TaskSend pricing · due Friday
Approve allEditDiscard
Draft → approveVera never writes to your database on her own. 73 of her 106 commands run with no AI key at all.
Pipeline · Founder-led sales
LiveWeighted $100,400
Prospect$18,400
Max HealthcareICU module · 12 beds
$18,400health 82
Discovery$23,100
Northwind LtdRenewal + 2 seats
$14,200health 64
Bhatia LogisticsFleet tracking pilot
$8,900health 71
Proposal$47,600
Orbit StudioAgency retainer
$5,600health 38
Fintech RailEnterprise plan
$42,000health 76
Negotiation$11,300
Coastal HotelsGroup booking desk
$11,300health 55
Health scoreEngagement, fit and momentum — recalculated after every email, reply and call.Stage totalsWeighted forecast updates the moment a card moves.Click anything to explore
Revenue attribution · last 90 days · paid invoices only
Locks on paid
Founder-led outbound
$96,400
Partner referral
$52,000
Webinar follow-up
$29,900
Inbound — pricing page
$21,200
Re-engagement
$11,600
Email sentReplyDealInvoice paid
Same databaseSequence, reply, deal and invoice are rows in one table — attribution is a query, not a reconciliation.Click anything to explore
Inbox Shield · pre-flight · sales@yourdomain.com
Ready to send
18/18checks cleared
✓SPF aligned
✓DKIM 2048-bit
✓DMARC p=quarantine
✓MX resolves
✓rDNS matches
✓Not on 12 blocklists
✓Domain age > 30 d
✓Warm-up day 21/28
✓Daily cap 40/mailbox
✓Custom tracking domain
✓Unsubscribe header
✓Spam words: 0
✓Links: 1, same domain
✓HTML/text ratio OK
✓Bounce rate 0.6%
✓Complaint rate 0.02%
✓Reply address monitored
✓Send window 09–17 local
Inbox ShieldNothing leaves a mailbox until every check passes. A failed check blocks the send, not the report.

Begin What Vera does — and refuses to do.

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Credentials encryptedMailbox and AI keys sealed with AES-256, scoped to your workspace alone.
Your mailboxes, your domainWe never send from a shared IP pool or resell you email credits.
Agents never send aloneEvery agent output is a draft. A human approves before anything leaves.
No card to start7 days free on the full platform. No setup fee, ever. Cancel in one click.
Your data stays yoursExport contacts, deals and campaign history whenever you want.