1
An approved revenue trigger happens
The automation starts from an approved list, CRM campaign, assigned account, schedule, manual campaign request, sequence step, reply, or opt-out event.
Back to Hire An Agent
Office of Agents
Dex — Lead Generation Agent
Dex finds your ideal buyers, verifies their contact data, and sends personalized outreach automatically. New qualified leads. Every day. Without lifting a finger.
Sharp. Resourceful. Finds the right people in any market, verifies their value, and opens the door with effortless tact. High social EQ and likability.
How It Works
Dex helps your team run safer outbound revenue workflows. It reviews approved accounts or contacts, checks whether outreach is allowed, prepares a personalized draft, sends the right person a review notice, updates your CRM, schedules the next step, and records what happened.
It does not send outbound messages on its own unless you have approved that setup in writing. Your team stays in control.
2
The account or contact is prepared for review
The system reads the company, contact, owner, campaign, source, reason for outreach, sequence step, region, and approved personalization details.
3
Your business rules are checked
The system checks your approved data sources, ICP rules, suppression list, opt-out list, excluded domains, compliance rules, sender rules, rate limits, business hours, and approval rules.
4
Outreach eligibility is decided
The system decides whether outreach is allowed, skipped, delayed, escalated, or sent to human review.
5
The outreach type is chosen
The record is placed into one clear type, such as cold outreach, warm outreach, inbound follow-up, expansion outreach, renewal outreach, event-based outreach, partner outreach, account reactivation, or no outreach allowed.
6
A draft is prepared when your rules call for one
If outreach is allowed, the system prepares a draft using only approved source data, your approved offer rules, and your approved tone. Your team reviews and edits the draft before sending.
7
The right person is notified
The campaign owner or account owner receives a review message in your chosen channel. The message includes the recipient, company, outreach reason, compliance checks, draft, and recommended next step.
8
Your CRM is updated
The system creates the agreed CRM record, task, note, campaign update, sequence status, or log row.
9
The next step is scheduled
The system records the next approved follow-up date or marks the record as skipped, pending approval, sent, suppressed, opted out, rate limited, or needs review.
10
The run is logged
Every outreach record gets a tracking ID. The system records the campaign, recipient, company, owner, source data, suppression result, opt-out result, rate-limit result, draft status, approval status, next step, tracking records created, and final result.
What Your Team Controls
- Which campaigns are allowed
- Which data sources are approved
- Which contacts are eligible
- Which recipients are suppressed or opted out
- Which messages require review
- Which claims are allowed
- Which rate limits apply
- Which sender identity is used
- Whether automatic sending is ever allowed
What We Need From You
- Your CRM or campaign system
- Your email or sending system
- Your approved lead/contact sources
- Your suppression and opt-out sources
- Your review channel
- Your logging destination
- Your ICP and persona rules
- Your offer and messaging rules
- Your compliance rules
- Your rate limits
Safety Rules
By default, Dex — Lead Generation Agent does not:
- Send outbound messages without approval
- Contact opted-out people
- Contact suppressed people or domains
- Use unapproved data sources
- Bypass rate limits
- Invent client names, results, claims, pricing, or relationships
- Use deceptive impersonation
- Scrape in ways that bypass rules or access controls
- Take action without logging it
The Result
Your team gets a clear system for outbound revenue work. Approved accounts and contacts are checked, drafted, routed, updated, scheduled, and logged the same way every time. Your people still approve the message, but the process becomes more consistent and safer.