Agent

A proactive agent. Sitting on top of your whole stack.

Most AI sales tools wait for you to ask. The Roseter agent runs continuously across your CRM, calls, inbox, public web, and relationship graph. It surfaces the next move with every signal that triggered it.

The morning brief

Every signal triaged, ranked, and routed before you open your laptop.

Cards from a real customer's morning. The agent decides which signals matter to you, drafts the action for each, and links back to the source.

Roseter Agent
recommendations
hotConnection, recent
Quincy Beale just accepted your connection
Quincy Beale, CCO at Granite Hydro Holdings

Idris Whatley, your VP partner at Marrowtide, is connected to both of you. That's the warm path you'd want to use.

Why this matters
Your last call with Marie flagged hydropower CCOs as the ICP for the current push.
permitPermit, recent
Northshelf Vein Institute filed a permit for a new clinic
Veda Klocke, Director, Vascular Lab at Northshelf

Columbia, MD, pre-construction. Veda Klocke, Director of the Vascular Lab, is the named medical lead on the filing.

Why this matters
Call with Felipe: "Healthcare physical expansion is the strongest buying signal we have."
intentPodcast, yesterday
Asunción Berraza on Modern BI: "we're rebuilding our data stack"
Asunción Berraza, Technical Manager at Indra Insight

Direct quote, unprompted. Asunción is in your warm Spain segment.

Why this matters
Your Iberia expansion doc lists Indra as a target for the warehouse-modernization play.
more items, click to see all
The pipeline

How a signal becomes an action.

The agent does not hand you another feed. It turns raw context into one recommended move, with the source attached.

Ingest

Private context and public signals enter the same queue.

CRMCallsInboxPublic corpus
Resolve

The agent ties every signal to a person, company, relationship path, and source.

PersonCompanyPathSource
Score

It compares the signal against your current priorities and suppresses the noise.

ICP fitTimingRelationshipIntent
Act

It drafts the next move with citations and waits for approval.

ReplyIntroCRM noteBrief
A day with the agent

Always on. Never in the way.

morningMorning brief

Important cards from last night's signals, ranked with context.

liveLive signal

Quincy Beale accepts your connect. The agent prepares the intro draft for review.

callMid-call assist

On your live call with Maya, the agent surfaces a relevant public quote.

demoAfter your demo

Logs the call, updates Salesforce, drafts the follow-up, and attaches the relevant case study.

permitPermit hits

Northshelf permit filed. The agent ties it to your healthcare expansion note.

recapNightly recap

Sends a Slack summary with completed work, pending approvals, and stalled deals needing attention.

Give the agent a week.

Connect your stack. Tomorrow morning, your first brief is waiting.

Join waitlist