Connect your systems
Connect your CRM, inbox, calendar, forms and approved lead sources.
The AI email agent that turns every lead into a conversation.
Your team already generates demand. The problem is what happens next. Exacta researches every buyer, sends personalized follow-up, responds to replies, answers questions and books the next step.
One continuous conversation
- Lead enters Source context
- Research assembled Buyer + account
- Conversation active Reply understood
- Next step agreed Qualified or handed off
- Systems updated CRM synchronized
Generating the lead is expensive. Losing it is even more expensive.
Exacta turns the demand you already paid for into real sales conversations through intelligent, persistent email follow-up.
01
Inbound leads go cold
Response and useful follow-up arrive after intent fades.
02
Event follow-up arrives too late
Booth scans and attendee lists wait in a queue.
03
Webinar sequences feel generic
Attendees, no-shows and registrants receive the same message.
04
MQLs never become conversations
Qualified demand sits in static nurture.
05
Stale opportunities disappear
Prior context is rarely used to restart the conversation.
One agent for every lead your team already earned.
01
Inbound lead follow-up
Respond to every inbound lead while intent is still high.
Open page → 02Trade show & event follow-up
Turn every event lead into a personalized conversation.
Open page → 03Webinar follow-up
Follow up based on what each webinar lead actually did.
Open page → 04MQL follow-up
Give every MQL a real chance to become a conversation.
Open page → 05Stale & closed-lost pipeline
Your closed-lost pipeline is not dead. It is waiting for a reason to talk again.
Open page →From lead source to live conversation.
Set the playbook
Provide positioning, qualification criteria, messaging, offers, escalation rules and brand voice.
Exacta starts conversations
Research, write personalized outreach, follow up and respond inside the email thread.
Humans enter when it matters
Book the meeting or escalate with complete context and a recommended next step.
Lead source
Research
Personalized email
Conversation
Qualification
Meeting / escalation
CRM update
More than automated email. An agent that works the conversation.
01
Researches every buyer
Uses approved company, contact and CRM context before writing.
02
Personalizes the message
Adapts to the buyer, company, lead source and sales history.
03
Responds to replies
Understands questions, interest, objections and requests.
04
Follows up persistently
Changes approach based on engagement instead of replaying a static sequence.
05
Qualifies opportunities
Asks the questions your sales team needs answered.
06
Books meetings
Coordinates the next step inside the email conversation.
07
Updates your CRM
Records activity, responses, qualification details and outcomes.
08
Escalates intelligently
Hands conversations to a human at configured boundaries.
09
Operates within guardrails
Uses approved claims, content, pricing, timing and escalation rules.
10
Honors opt-outs
Records unsubscribe and reply-based opt-out requests.
Sequences send emails. Exacta runs conversations.
Autonomous where it should be. Human when it matters.
Every boundary below is set by your team. The agent works inside them and hands the conversation over the moment it reaches one.
You control
- Who the agent may contact
- Approved messaging and knowledge
- Qualification requirements
- Follow-up frequency
- Pricing or offer rules
- Escalation triggers
- Who receives the handoff
It brings in a person when
- High-value account Deals above your configured size or tier.
- Legal or security question Anything that needs an approved, reviewed answer.
- Unapproved pricing request Discounts or terms outside the playbook.
- Angry or sensitive response Negative sentiment or a delicate moment.
- Custom contract requirement Bespoke terms a person should own.
- Buyer asks for a person An explicit request to talk to someone.
Works with the systems your team already uses.
Connect Exacta to the tools that already hold your lead, account, message, and scheduling context.
Live in weeks, not quarters.
A forward-deployed engineer and customer success partner guide systems setup, playbook configuration, testing, and launch.
Week 1Systems and data
Week 2Messaging and workflows
Week 3Testing and calibration
Week 4Controlled launch
What every deployment includes
Forward-deployed engineer
On every deployment
Customer success partner
On every deployment
Security and data-practice review
Before you commit
Playbook, guardrails and escalation rules
Customer-controlled
Time to first live workflow
Four weeks
Conversation and CRM activity history
Visible to your team
Built to work with your customer data safely.
Customer controls, permission-aware connections, guardrails, and human escalation keep teams in control of how Exacta works.
01
Encryption in transit and at rest
Customer information is protected across the whole workflow.
02
Customer-specific access controls
Teams control roles, permissions and who can configure the agent.
03
Least-privilege integration permissions
Each connected system uses scoped access appropriate to its workflow.
04
Customer data is not used to train generalized models
Your data stays inside your deployment.
05
Configurable data retention
Retention follows your configured service and account requirements.
06
Human escalation and audit history
Conversations, decisions and handoffs remain visible to the team.
07
Private deployment options
Deployment models to match your security requirements.
08
Security review available
Our team supports security and data-practice diligence.
View Security & Compliance
Security reviews are supported directly by our team.
Do not take our word for it. Let Exacta sell you Exacta.
Submit your work email. Exacta will research your company, start the conversation and show you exactly what your buyers would experience.