# YouEx.ai > YouEx.ai is a lead-to-revenue platform for B2B sales teams. It connects an AI Web Agent, an AI CRM, and automated follow-up so inbound interest is captured, researched, qualified, routed, and worked. YouEx.ai helps teams turn website visitors into sales opportunities. The Web Agent answers from company knowledge, collects prospect information, offers gated resources, and books meetings. The AI CRM keeps leads, contacts, companies, opportunities, conversation context, and research in one workspace. Revenue automation scores leads, assigns them, and drafts or sends follow-up by playbook. Teams can use the built-in CRM or connect YouEx.ai to systems they already run. Slack and Model Context Protocol (MCP) let authenticated users work CRM records from Slack, ChatGPT, Claude, and other MCP-compatible assistants. Zapier connects YouEx.ai to external apps on Team plans and above. YouEx.ai complements search engine optimization (SEO), answer engine optimization (AEO), and generative engine optimization (GEO) by engaging and following up with buyers after they arrive. Feature access depends on the plan, connected services, workspace configuration, and user permissions. Seller, Website, and Team plans are listed on the pricing page. Professional and Enterprise are quoted. Every listed plan starts with a 15-day trial and does not require a credit card. Use the documentation for setup and operating details, and the policy pages for legal and data-handling information. ## Product - [YouEx.ai overview](https://www.youex.ai/): Platform overview, the visitor-to-revenue workflow, integrations, frequently asked questions, and the homepage trial form. - [Pricing](https://www.youex.ai/pricing): Seller, Website, and Team plans, included seats, and the 15-day trial. Professional and Enterprise are contact-for-quote. - [Compare](https://www.youex.ai/compare): Sourced comparison with Intercom Fin, Chatbase, Qualified, 1mind, Attio, HubSpot, and Clay, including where YouEx.ai is behind. - [AI Web Agent](https://www.youex.ai/features/web-agent): Website conversations grounded in company knowledge, lead capture, qualification, gated content, offers, meeting booking, and deployment. - [AI CRM](https://www.youex.ai/features/ai-crm): Leads, contacts, companies, opportunities, pipeline views, relationship maps, research, and follow-up in a shared revenue workspace. - [Automated Research](https://www.youex.ai/features/automated-research): Background research on leads, contacts, and companies; source-backed briefs; and enrichment that preserves existing trusted data. - [Automated Follow-up](https://www.youex.ai/features/automated-follow-up): Tier playbooks that draft or send follow-up after a lead is scored, with send controls and safety rails. - [Paper Card Capture](https://www.youex.ai/features/paper-card-capture): Photograph a business card and turn it into a CRM lead with follow-up ready. - [Digital Business Cards](https://www.youex.ai/features/digital-business-card): Branded cards with Apple Wallet, Google Wallet, vCards, lead capture, and meeting scheduling. - [FAQ](https://www.youex.ai/faq): Answers about the product, who it is for, capabilities, and getting started. - [About](https://www.youex.ai/about): Mission, founder Tom Gersic, and why YouEx.ai was built for inbound sales. ## Setup and operation - [Documentation](https://docs.youex.ai/): User guides, workspace administration, product offerings, and release notes. - [End User Quickstart](https://docs.youex.ai/getting-started/end-user-quickstart): First-day setup for sellers, including profile settings, the seller inbox, lead research, email drafting, and follow-up actions. - [Agent Configuration](https://docs.youex.ai/administrator-guide/agent-configuration): Configure Web Agents, Q&A pairs, information fields, offers, and proactive messages; embed the widget and connect website actions to conversations. - [Revenue Agent Operations](https://docs.youex.ai/administrator-guide/revenue-agent-operations): Routing pools, qualification thresholds, tier playbooks, assignment, research and outreach cadence, and handling aging leads. - [Product Offerings](https://docs.youex.ai/product-offerings): Available offerings and plan-specific capabilities. ## Integrations and AI assistant access - [MCP and ChatGPT App](https://www.youex.ai/features/mcp): CRM operations from ChatGPT, Claude, and other MCP-compatible assistants, with a tool catalog and ChatGPT App installation link. - [MCP setup guide](https://docs.youex.ai/end-user-guide/mcp-server): Connection prerequisites, authentication, workspace selection, supported CRM tools, pagination, research retrieval, and troubleshooting. The MCP server endpoint is https://engage.youex.ai/mcp. Access requires YouEx.ai sign-in and the appropriate workspace permissions. - [Slack integration](https://www.youex.ai/features/slack): CRM search, record details, lead editing, account linking, and configurable channel alerts for assigned leads. - [Zapier integration](https://www.youex.ai/features/zapier): Bring leads into YouEx.ai and send data to other applications, including external CRMs, spreadsheets, and follow-up workflows. Included on Team, Professional, and Enterprise. ## Contact and policies - [Contact](https://www.youex.ai/contact): Product, sales, support, and other inquiries. - [Trust Center](https://www.youex.ai/trust): Security, data ownership, AI and data usage, privacy, and incident response. Customer and lead data is not used to train public AI models. - [Privacy Policy](https://www.youex.ai/privacy): Personal data collection, use, and handling. - [Terms and Conditions](https://www.youex.ai/terms): Terms governing use of YouEx.ai services. - [Cookie Policy](https://www.youex.ai/cookies): How the site uses cookies. - [Subprocessors](https://www.youex.ai/trust/subprocessors): Published list of subprocessors and their roles. ## Optional - [Blog](https://www.youex.ai/blog): Articles on AI agents, inbound sales, and revenue workflows, written by Tom Gersic. - [Videos](https://www.youex.ai/videos): Product walkthroughs, customer conversations, and interviews. - [Careers](https://www.youex.ai/careers): Open roles in business development, marketing, and AI engineering. - [Media kit](https://www.youex.ai/media): Brand assets, founder bio, and press resources.