Early design partner
“Monday pipeline used to be a spreadsheet and a prayer. Now the stalls raise their own hand, and every follow-up has a name on it.”
Jordan KimVP Sales · Helix
For Sales teams
Pipeline Watcher scans open deals, Sales Researcher builds the account brief, Lead Qualifier routes inbound. Outreach drafts wait in the Agent Inbox for a named approver — with an audit trail revenue ops can read.
Pipeline watchlist showing at-risk deals and follow-ups waiting for named approvers.
The status quo
Reps spend more than half their time on data entry, prospecting admin, and planning. The bottleneck isn't skill — it's capacity.
Source: Salesforce, State of Sales 2026
Customers want more ROI proof, more personalization, more education — and they take longer. Quiet deals go quiet for weeks before anyone notices.
Source: Salesforce, State of Sales 2026
Only a third of teams run an all-in-one platform. The rest stitch eight tools together and lose the thread between CRM, inbox, and notes.
Source: Salesforce, State of Sales 2026
54% of teams already use AI agents. Nearly half of those users say data quality issues hurt their sales. An agent on a stale CRM is just a faster way to be wrong.
Source: Salesforce, State of Sales 2026
Four jobs, on the record
Pipeline Watcher scans open deals for stall signals. At-risk cards land in the Agent Inbox with a drafted check-in. You triage; nothing sends until you say so.
Lead Qualifier scores every inbound against your ICP, routes the hot ones, and builds a context card before the first reply.
Sales Researcher builds the account brief from the Knowledge Center and recent news. Every claim is cited. You walk into the room with the document, not a guess.
Pipeline Watcher surfaces deals quiet for 14+ days, references the last thread, and drafts a new angle. Growth Analyst flags if stage velocity is off versus your history.
Your roster
Hire by describing the role, department and seniority. Give each one Supervised, Semi-autonomous or Autonomous; the workspace-wide Content Controls ceiling caps all of them.
Sales · Senior
Drafts outreach, flags at-risk deals, escalates the rest.
AvailableSales · Mid
Captures inbound, scores intent, routes to the right human.
AvailableSales · Junior
Pulls account context before every meeting.
AvailableInsights · Mid
Tracks funnels, weekly reports, flags anomalies.
AvailableOps · Senior
Curates and tags the Knowledge Center. Keeps citations clean.
AvailableWhy Ellum
Upload files or scrape pages you maintain. Outreach drafts cite a Knowledge Center artifact and the last exchange, so a line in an email traces back to the document it came from. Delete the artifact and agents stop citing it immediately.
Knowledge Center · citations on every output
Supervised agents propose and wait in the Agent Inbox. “Review and approve content” is its own permission, so you choose who can sign off. Every action lands in the audit trail, on every plan.
Agent Inbox · audit trail on every plan
The roster, the Agent Inbox and HubSpot share one set of roles. Nothing gets exported from the CRM to be chased in a spreadsheet.
Pipeline · Agent Inbox · HubSpot
Early design partner
“Monday pipeline used to be a spreadsheet and a prayer. Now the stalls raise their own hand, and every follow-up has a name on it.”
Where it lives
Connects to
Sends through
Outreach drafts wait in the Agent Inbox. A named reviewer sends them.
Reads from HubSpot
Salesforce is not integrated today. Zapier covers many of those workflows in the meantime.
Governance
Questions
No. HubSpot connects from the Integrations hub. The pipeline, inbox and Knowledge Center sit next to it. Salesforce is not integrated today — Zapier covers many of those workflows in the meantime.
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