Start a project, connect the tools it needs, and review its work in the conversation. Make useful work repeatable when the workflow is ready.
Use your own business goal as the starting point.
Give the project the outcome, relevant background, and rules it should follow.
Choose the accounts and permitted actions the work needs.
Save instructions as a Scheduled Project with a schedule or supported app event. Each run has a conversation to review.
These examples need the appropriate connected accounts, tools, and permissions.
Bring the account history, upcoming meeting, and previous discussion into a concise brief for your rep.
Summarize changes, identify deals that need attention, and prepare a clear list of next steps.
When a new contact arrives, research the company and prepare context for the person handling the lead.
Choose whether an agent can make changes in each connection. Connecting an app does not grant every action.
Review the conversation, sources, and results of each project run.
We can help define and implement a useful workflow. Managed cold calling and email outreach remain available.
Explore this featureA project is a conversation with an agent about a job you want done. You provide the goal and context. The agent uses the tools and connected accounts available to that project, and you can review its work in the chat.
Yes. Scheduled Projects save instructions and start a new project for each run. They can run on a schedule or when a supported event happens in a connected app. Available triggers and scheduling limits depend on your access and the app.
It depends on the tools that app exposes and the permissions on your account. Reading and making changes are controlled separately. You choose whether to let agents make changes for each connection. A connector does not provide unrestricted access to every action in an app.
For managed outreach, campaign email agents write from your approved campaign context. Reply agents use the conversation and account context to answer questions, follow up with interested prospects, and help book meetings. Mailbox limits, suppression rules, and the configured permissions still apply.
No. It suggests what to say next during a live call, using the current conversation, campaign context, and saved contact history. The rep decides what to say and stays in control of the conversation.
Yes. Bring us the recurring work you want to improve and the systems involved. We can help define the instructions, identify the connections and permissions needed, and set up a workflow around a clear outcome.
Yes. Managed sales development remains a core SalesHive service. Our team uses the platform to run cold calling and email outreach. Projects and connectors extend what you can do with SalesHive beyond that managed program.