Personalized outreach built around real deal context.
Select the audience and outcome. The Outreach Agent researches the approved context, creates individualized messaging, prepares a sequence and, once authorized, manages sending, follow-up and reply routing across connected channels.
- 1Audience segment
- 2Personalized message set
- Approved sequence and scheduleApproval required
- 4Suppression and exclusion check
- 5Reply classification
- 6Campaign and conversion report
What this agent can do
- 1Builds segmented contact lists from approved workspace records
- 2Creates personalized messages using relevant business and relationship context
- 3Plans email and connected-channel sequences with follow-up logic
- 4Runs pre-send checks for permissions, exclusions, duplication and messaging rules
- 5Executes campaigns within approved limits and identity settings
- 6Classifies replies, stops sequences when appropriate and routes opportunities to the right person
- 7Reports delivery, response, interest and meeting outcomes
Example prompts
Pick one and Alisha starts on it straight away.
Prepare a discreet outreach sequence for the owners of these 40 healthcare businesses.
Contact the matched buyers for this listing after I approve the final message.
Follow up with interested buyers who have not requested data-room access.
What you see while the agent works
Every task moves through the same visible stages, so you always know what is happening in the background.
- UnderstandingThe agent is interpreting the prompt, goal and available context.
- PlanningThe agent has converted the request into steps, sources and deliverables.
- WorkingThe agent is completing the task in the background.
- Waiting for inputA missing fact or user choice blocks meaningful progress.
- Approval requiredA sensitive or external action is ready for review.
- CompletedThe output is delivered with sources, actions taken and recommended next step.
- MonitoringThe agent is continuing an approved recurring or conditional workflow.
How it works with the agent team
Receives targets from People and Company Intelligence, uses materials from Listing and Document Builder, and sends qualified responses to Deals for progression.
Workspace applications
Buyer approaches off-market owners; seller reaches approved buyers.
Explore this workspaceAdvisor executes controlled buyer and seller outreach.
Explore this workspaceInvestment team runs proprietary origination campaigns.
Explore this workspaceAutonomous work with clear control
SellAnyBiz agents can research, analyze, create and monitor in the background. The user remains in control of confidential access, external communication and commercial decisions. Every agent works within workspace roles, approved data sources and task-level permissions.
Permission aware
Agents only use the records, connected sources and actions available to the user and approved for the task.
Approval gates
Publishing, first-time external outreach, confidential access changes and legally or commercially consequential actions can require review.
Traceable work
Important outputs show the source records, assumptions, confidence and agent activity behind them.
Role based access
Owners, buyers, advisors, team members and counterparties see only the information assigned to their role.
Editable memory
Users can review and update the goals, criteria, preferences and instructions Alisha uses.
Human professional judgment
Agents support execution and decision-making. Legal, tax, regulatory and investment decisions remain subject to qualified professional review.
Meet the rest of the team
- Success CopilotAlishaMeet this agent
- Opportunity searchOpportunity Discovery AgentMeet this agent
- People and relationship intelligencePeople Intelligence AgentMeet this agent
- Company research and target originationCompany Intelligence and Origination AgentMeet this agent
- Market-ready listingsListing BuilderMeet this agent
- Transaction documentsDocument BuilderMeet this agent
- Exit readiness and secure diligenceData Room AgentMeet this agent
- Transaction progressionDeals AgentMeet this agent