The full workflow, in one system

Set up unlimited Web Agents to engage inbound leads automatically with your own custom Knowledge Base. Share information, capture lead information from your website visitors. Your agent can share offers like discount codes or gated content, and even schedule meetings.

The Research Agent automatically adds contextual information used for lead scoring and routing, personalized email drafts, account understanding, and message quality. It proceeds through a 4-step process: identifies if the lead is real or spam, determines if the lead is present on their employer website, builds a profile of the lead's online activity, and targets specific websites you choose.

The lead is scored based on intent signals from chat, plus the Research Report and any notes and activities you logged with the lead. Every score is explainable — you can see exactly what drove it.

Alert the right team members with AI-based routing that takes intent and best fit into account. Stop sending every lead to the same inbox and start matching leads to the rep most likely to close them.

Email outreach is personalized based on your templates, inbound intent signals, and lead research to create emails that are guaranteed to land with your leads. Each personalized email is tracked and includes unsubscribe links to keep your emails out of SPAM filters and compliant with local laws like CAN-SPAM, GDPR, and CCPA.

All emails and activities are tracked for you in your YouEx.ai CRM. Every touchpoint, reply, and open is logged automatically — no manual data entry required.

Close the deal, convert the lead to an Opportunity, and track it in YouEx.ai or sync to your corporate CRM. Every step from first touch to closed-won lives in one place.