Launch the first message, queue every follow-up, and deliver across chat without lifting a finger. ConnectAgent campaigns capture replies, respect quiet hours, and drive relationships forward automatically.
Build your audience, script every touch, and automate follow-up cadences that keep deals moving. Each step keeps reps focused on conversations instead of manual nudges.
Filter existing conversations, CRM views, or imported lists in seconds.
Search live conversations, sync CRM stages, or upload a CSV to target the right group. Suppression rules, ownership filters, and intent scores keep the outreach tight.
Campaign Snapshot
212 clients ready · 14 warm deals · 38 trials expiring. Campaign owners assigned and quiet hours respected.
Sources: HubSpot pipeline + Live chat tags
Suppression: Closed-won + paused billing
162
Live chats
50
CRM leads
29
Excluded
Publish best-practice cadences to the team, lock messaging, and keep every follow-up on-brand.
Respect opt-outs, enforce quiet hours, and log every touch for audit-ready outbound outreach.
Connect replies, bookings, and pipeline impact to each cadence to prove ROI every week.
Build perfectly timed cadences, coach your reps, and turn every chat into a consistent follow-up experience across the team.
Deep Dive
Preview real customer data inline, drop in rich media, and save reusable openers. Your team sees tone guardrails and approved CTAs without juggling tabs.
Swap sticky notes for intelligent playbooks. ConnectAgent watches every chat, triggers the right touch, and keeps teams aligned the instant something changes.
Re-engage stalled opportunities with targeted follow-ups and task routing.
Chat
Send personalised chat with latest meeting notes and action items.
Follow-up timer
Delay 2 business days and send checklist if no reply detected.
CRM sync
If still quiet, assign deal owner and drop task in Salesforce.
Slack alert
Post thread with context so leadership can jump in fast.
Automation
Any reply, booking, or inbound call halts the sequence instantly.
See which cadences are live, who responded, and how much pipeline you’ve influenced. Clone winners, coach reps, and keep leadership in the loop without spreadsheets.
Active campaigns
Stage: Proposal · Last activity 14+ days
Reply Rate
42.0%
Positive & neutral replies
Booking Rate
24.0%
Meetings vs engaged accounts
Bookings
36
Confirmed consultations
Influenced Pipeline
$482k
Deals attributed to cadence
Highlights
Delivery wins, escalations, and playbook notes
Fastest reply
3 min after Day 2 checklist
Escalations cleared
11 / 12 handled same day
Quiet hour compliance
100%
Touchpoints
Intro touch
Day 0 · 9:30 AM
Chat
Checklist share
Day 2 · 10:15 AM
Chat
Customer story
Day 5 · 11:00 AM
Chat + PDF
Escalation
Day 9 · 1:00 PM
Account owner
Live Conversations
Jamie Rivera
SignalWave Labs
Positive
Next: Demo booked Thu 11am
Alex Moore
Northwind Data
Neutral
Next: Requested pricing deck
Priya Kapoor
Orbit Analytics
Risk
Next: Escalated to VP Sales
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Learn more about our company's journey in revolutionizing multi-channel communication and campaign management.
