Features
Automatic lead capture and scoring 0-100
AI-powered lead routing to sales rep in seconds
Task creation from emails, Slack, and meetings
Smart email campaign personalization and timing
Contract creation and e-signature with clause review
Auto invoicing from won deals and projects
Automated billing and payment chasing
Workflow automation builder (Revo agent)
Project management with activity logs
Content strategy and AI citation tracking
LinkedIn profile enrichment in one click
Cold email campaign optimization
Shared data layer for cross-agent triggers
Web-based platform (no mobile or desktop app)
14-day free trial with no credit card
Writer Agent: delegate complex tasks for polished on-brand output
AI Studio: integrate with IT security, identity, and observability stacks
Palmyra LLMs: transparent enterprise-focused large language models
Knowledge Graph: contextual awareness from company knowledge
Trust & Security: granular controls over knowledge, tools, and roles
Playbook Hub: pre-built AI workflows for marketing and support
Brand DNA encoding: embed brand guidelines into agents
Skills: codify and scale team expertise (March 2026)
Automated brand-compliant presentations (March 2026)
Multi-modal outputs: image generation, data analysis
Browser automation & takeover
Code execution and domain-specific model flexibility
SOC 2 Type II, HIPAA compliance
Canvas editing and AI Studio with full access on Enterprise
