Workflow 01
Outbound Lead Generation Agent
ICP discovery → enrichment → personalized first touch → reply triage → meeting set. Replaces brittle sequencers + manual SDR enrichment.
By function · Sales
Pipeline that prioritizes itself. Outreach that personalizes at scale.
Most agentic-AI vendors sell single-task sales agents, a chatbot, a sequencer plug-in. Zyos deploys comprehensive workflows that span discovery → enrichment → outreach → triage → meeting set → CRM update → handoff. The integration is what makes them compound: a pipeline anomaly becomes a marketing budget rebalance becomes a finance forecast update.
Agent workflows we deploy
Five concrete workflows, not abstract claims.
Each workflow is a multi-step orchestration with a visible task log and an outcome metric. Zyos builds the foundation first, then runs these workflows for you and oversees them.
Workflow 02
ABM Agent
Target account list → multi-channel orchestration → response classification → human handoff. Goes deep on named accounts.
Workflow 03
SDR / Engagement Agent
Inbound reply triage → meeting scheduling → CRM update → next-step recommendation. Closes the 'wait for reply' gap.
Workflow 04
Pipeline Hygiene Agent
Deal-stage aging detection → stuck-deal hypothesis → next-action recommendation surfaced to the AE → CRM updates.
Workflow 05
Win/Loss Intelligence Agent
Closed deal → reason mining (notes, emails, calls) → playbook updates → coaching recommendations.
Show, don't tell
One worked example, end-to-end.
Workflow steps + a sample of the visible task log + the outcome metric.
Sales · AaaS, Workflows
Outbound + ABM Agent Workflow
Discovery → enrichment → personalized outreach → reply triage → meeting booked → CRM updated → follow-up sequencing → human handoff.
01Discovery
Pulling target ICP cohort from CRM + intent feeds.
02Enrichment
Resolving company firmographics + buying-committee signals.
03Personalized outreach
Drafting and queuing tailored opener referencing customer's stage + pain.
04Reply triage
Classifying replies into book-meeting / not-now / not-fit / route-to-human.
05Meeting booked
Negotiating slot via shared availability + sending invite.
06CRM updated
Writing prospect record with reasoning trace + next action.
07Human handoff
Briefing AE with thread + diagnostic + recommended angle.
Visible task log · Foundational AI Layer
step 1/7 · Pulling target ICP cohort from CRM + intent feeds ...done in 1.6s
step 2/7 · Resolving company firmographics + buying-committee signals ...done in 2.3s
step 3/7 · Drafting and queuing tailored opener referencing customer's stage + pain ...done in 3.0s
step 4/7 · Classifying replies into book-meeting / not-now / not-fit / route-to-human ...done in 3.7s
Outcome metric
6.2% reply rate
vs ~1.8% industry baseline · sample engagement window
BI signals
What this function generates, and what it consumes from the rest of the business.
The cross-functional integration is what makes agents compound. A signal generated here often triggers action somewhere else.
Generated
- Lead source quality scores
- Reply rate by message variant
- Meeting-set rate
- Pipeline velocity
- Win/loss reasons
- ICP fit score per closed deal
Consumed
- Historical deal data
- Account firmographics
- Intent signals (3rd-party + 1st-party)
- Customer health data
- Marketing-attribution data
Software + integrations
The stack we integrate.
The customer's CRM, sales engagement platform, LinkedIn API where allowed, email infrastructure, lead enrichment APIs, intent data sources, and conversation intelligence, all integrated through the Zyos OS connector layer. Capability language only: 'your CRM,' not vendor names.
Operations changes
What the team experiences in the first 90 days.
- 01Weekly pipeline reviews become 'review the agent's flagged deals', 80% shorter.
- 02SDRs cover far more accounts because the agent does the mechanical work.
- 03Managers coach on judgment + relationship work; the agent coaches on mechanical work.
- 04Lead routing becomes dynamic, based on real signals, not static round-robin.
Business outcomes
Where the agents do the work.
The mechanism behind each outcome, not a promised number. Where you start is surfaced by Process Intelligence Implementation, the first delivery cycle.
| Outcome | What the agents do |
|---|---|
| Outbound reply rate | Agents personalize the first touch at scale and triage every reply, so more messages land and none go cold. |
| Time from lead to first meeting | Agents enrich, sequence, and book the moment a lead replies, closing the wait-for-reply gap. |
| Sales rep productive hours | Agents absorb enrichment, CRM updates, and follow-up drafting, returning hours to selling. |
| Pipeline coverage | Agents work more accounts and score them by fit, so the pipeline is deeper and better qualified. |
| Win rate | Win and loss mining feeds playbook and coaching updates, so reps repeat what actually closes. |
Customer Success cadence
How the results stay proven, quarter over quarter.
QBR slide tracks pipeline velocity trend, reply-rate trend per variant, meeting-set rate, agent task throughput (volume + reliability), human time saved, and pipeline-coverage ratio. OKRs typically tie to ARR growth + sales-cycle compression. Monthly report tracks the trend between QBRs.
Ready when you are
Start with a measurement.
The Opportunity Engine intake routes by function. Pick this one in the bottleneck question and the diagnostic will identify the two or three workflows worth deploying first. Zyos builds the foundation first, then runs the agents for you as a managed service on zyos.io.