The brief you wrote.
On accounts that earned one.
It turns what qualification and research found into 1 brief, written to the instructions your team set.
It runs third, on everything the first 2 agents found
The pipeline runs in 2 tracks, both wired to your CRM at each end, and Eva runs all of it. Account planning is the only agent that declares its own dependencies: pick the planner and the product puts qualification and account research back in for you.
EvaLaunches them, and writes them
Your rep opens 1 page before the call
The account's Overview holds the plans table, 1 row per plan you have defined, and opening a row gives the whole brief. No digging through tabs and no reading 5 research answers back into a story: that work is already done.
You decide what every brief has to answer
A plan is a name and a brief in your words, and that is the whole agent. There is no effort tier and no speed setting to tune, so the words are what steers it. It costs 1 credit per plan generated, and 1 run generates every plan you have defined.
Nothing is planned until the account earns it
This is the only agent that declares its own dependencies, so picking the planner adds qualification and account research back into the workflow for you. It plans from what they found and researches nothing itself. An account that never qualified, or came back with no answered research, is skipped.
The people in the brief are the ones who qualified
It reads the contacts this account already has, and only the ones contact qualification passed. Each arrives with its persona, its seniority, its job title and what the agents read off its LinkedIn, so the plan names people your team has a reason to call.
It knows what your team already did with them
Your CRM history goes in with everything else, so the brief can say this is untouched and safe to approach cold, or name the opportunity already open. The product tells the agent apart from a genuinely cold account and one it could not check, and it never guesses between them.
Describe the brief you want and Eva writes it
Tell her what a good pre-call brief looks like for the way you sell and she writes the plan definition. She proposes and you confirm, because it goes into your company configuration. It lands as a draft, so nothing generates until you have read it.
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Never used to train models
Your CRM data, research outputs and agent activity are never used to train or fine-tune models. Not by us, not by our providers.
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Your workspace is isolated
Each workspace is logically isolated, so your data is never accessible to another customer.
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You control retention
If you cancel, your data is returned or deleted, your choice. If you make no request, all personal data is permanently deleted within 30 calendar days.
The detail, the sub-processors and the DPA are on Security and trust.
Your material stays yours
Under the MSA, everything you upload and everything the agents produce from it is yours.
Plan the accounts you already qualified
We write 1 plan definition to a brief you describe, run it on a slice of the accounts that already passed, and you read what your reps would walk in with.
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