Max, the Agentic AI Outbound Prospecting & Sales Agent: Researched, Personal Outreach, Approved by You.
Max researches your target accounts on the web, summarises each one's likely pain points against your ideal customer profile, and drafts personalised B2B outreach and follow-ups. It also turns call notes into next steps, checks the Singapore Do Not Call (DNC) Registry before any WhatsApp or phone marketing message, and escalates warm replies to your salespeople. A person approves every send.
Agentic AI Solution Β· Your outbound sales lead machine Β· Includes its own prospecting dashboard.
In a 30-minute consultation, you'll get:
- Your ideal customer profile and the accounts you want to reach
- Which contacts have agreed to hear from you on WhatsApp or email, and where that consent is recorded
- Who approves follow-ups and broadcasts before they go out
Outbound Prospecting, Researched and Drafted by Max, Approved by Your Team
Good outbound takes research: who the company is, what is likely hurting them, and why you are worth a reply. Most sales teams skip that step because there is no time, so prospects get generic messages and ignore them. Max does the research and the first drafts without taking any decision away from your salespeople.
This is one agentic AI agent with a fixed scope. It is the outbound partner to the inbound Agentic AI Omnichannel Sales & CRM Agent: one answers the people who contact you, the other finds and reaches the people you want to work with, then keeps every follow-up on track.
The Agentic AI Omnichannel Sales & CRM Agent is your inbound sales representative: it answers and qualifies people who contact you, 24/7, and captures them into your CRM. Max is outbound: it researches the accounts you want to reach, drafts personalised outreach and helps your team follow up. Start with either one, or run them together. See the inbound Agentic AI Omnichannel Sales & CRM Agent β
Researches each target company from public web sources (what it does, recent news, size and industry) and saves a short account brief.
Matches each account against your ideal customer profile and summarises the problems you are most likely to solve for them.
Drafts a first email and follow-ups written for that company and that role, in your tone of voice, sent from your own mailbox with an unsubscribe line.
Type or paste your notes after a call, and Max turns them into clear next steps and follow-up tasks, each with an owner and a due date.
WhatsApp follow-ups only to contacts who have opted in, through the official WhatsApp Business Platform with Meta-approved message templates.
Before any WhatsApp or phone marketing message to a Singapore number, Max checks the number against the DNC Registry and holds back registered numbers unless clear consent is on file.
Warm replies, objections and meeting requests are flagged and handed to the right salesperson straight away.
Max drafts; a person reviews, edits and approves. Nothing is sent on its own, and every approval is recorded in an audit trail.
Start with a quick win, then grow
Start with a quick win: one GenAI agent, live in about a month. When you are ready for more, we grow it into a customised digital transformation project solution package, scoped to your processes and your data.
30-minute call on Google Meet. No commitment required.
Every GenAI Agent Comes With Its Own Dashboard
Your team signs in to one secure web dashboard to see what the agent is doing, approve what matters and stay in control. No command lines, no raw logs, nothing a non-technical manager would get stuck on.
- Target account lists
- Verified decision-maker contacts
- Draft outreach preview queue for approval
- Open and reply rates
- Warm reply hand-off alerts
When the agent meets an unusual case, it stops on that item and sends it here for a person to approve, reject or take over.
A searchable history of every conversation, document and decision, with the reasoning and the source the agent used.
Drag and drop new PDFs, price lists and SOPs. The agent learns them straight away, without waiting for an engineer.
You use your own AI and WhatsApp API keys, with no mark-up from us. The dashboard shows live usage and spend, with an alert if it spikes.
One click pauses the agent's outside actions while you check something; one click resumes it. Part of our GARD governance framework.
Illustrative layout. Panels are set up around your own process during the first month.
What Max Is Designed to Do
These are design rules, not promised results: they describe how Max behaves on every follow-up.
Every WhatsApp message, broadcast and email waits for a person on your team to approve it.
Each next step has an owner and a date, and stays on the list until it is done.
Singapore numbers are checked against the Do Not Call Registry before any WhatsApp or phone marketing message.
Call notes become one clear list of tasks and draft messages, instead of notes scattered across notebooks and phones.
Max does the remembering and the first drafts; your salespeople keep the relationships and the decisions. Pair Max with the inbound Agentic AI Omnichannel Sales & CRM Agent and both sides of the pipeline are covered: inbound enquiries answered and qualified 24/7, outbound follow-ups drafted, approved and tracked.
From Scoping to Production
Scoping
Agree your ideal customer profile and target accounts, map how contacts and consent are recorded today, and decide who approves what.
Set-up
Connect your CRM, your mailbox, the WhatsApp Business Platform and the DNC Registry check, and load your message templates and tone of voice.
Testing
Run Max on a first batch of target accounts and real call notes, review the research and drafts with your team, and tune the wording and approval steps.
Go Live
Switch Max on for your sales team, walk them through approvals, and review the first week's follow-ups together.
Three Ways to Work With Us
Start with a fixed-scope AI agent solution, add what you need, or go fully bespoke.
AI Agent Solutions
A fixed-scope agentic AI or GenAI agent, exactly as described on this page, configured to your rules, with its own dashboard.
+ Add-ons
Extra channels, languages, voice, photos or deeper integrations, added when you need them.
Bespoke AI Solutions
Need it tailored to your systems, or a workflow beyond this scope? We build it around you, scoped and priced with you.