Yournextsaleshire
doesn'tneedtobehuman

Magnate replaces your sales team with AI, contacting leads in 90 seconds, qualifying them with your company's own knowledge, and booking appointments around the clock.

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app.growthmagnate.com/conversations
Magnate
Dashboard
Pipeline
Leads
Conversations

Automation

Knowledge base
Integrations
Cadences

Insights

Analytics
Appointments
Settings
Conversations4 total
Active 2Escalated 1
EM
Eric Martineznow

No messages yet

Active
DM
David Miller15m

Will you support custom pricing...

Active
JC
James Cooper1h

I'd like to book a call

Escalated
EW
Emily Watson1d

Perfect, thanks for the info!

Closed
EM

Eric Martinez

Active AI managed
Starting session...
AI is managing. Type to take over...
Connected Channels
// Autonomous Inbound Sales Flow

HowMagnateRunsYourInboundSales

Watch Sarah (the AI Sales Rep) handle inbound routing, RAG query logic, chats, lead scoring, and calendar sync.

STEP 01Lead Arrives

Every Lead Gets An Immediate Response

The moment a prospect reaches out through Meta Ads, WhatsApp, your website, or email, Magnate engages them automatically. No waiting, no missed opportunities, and no manual lead assignment. Every conversation begins within seconds while interest is at its highest.

OUTCOME:Every inbound lead is contacted instantly, 24/7.

INBOX / INBOUND_LEADS SCANNING CHANNELS

Eric Martinez

Meta Lead Ad • Solar Grid

Amanda Lee

Website Form • Realty Co

Meta Lead Ad23s ago

"Hi, I saw your solar installation ad on Instagram. Can someone tell me roughly what a system costs for a 4-bedroom house?"

Instant Reply Sent:

"Hi Eric. Most residential installations range between $6,000 and $14,000 depending on roof size, energy usage, and location. I can help narrow that down. Approximately how large is your roof?"

Response Time: 23 SecondsTarget Response Time: Under 90 Seconds
STEP 02Company Brain

Magnate Learns How Your Business Sells

Before responding, Magnate consults your Company Brain, a knowledge layer built from your products, pricing, FAQs, policies, sales playbooks, and objection-handling strategies. Every answer is grounded in how your business actually operates.

OUTCOME:Personalized responses that reflect your business, not generic AI scripts.

COMPANY_BRAIN / KNOWLEDGE_RETRIEVAL SEARCHING ARCHIVES
Documents:
Pricing_Guide_2026.pdf
Solar_Product_Catalog.pdf
Sales_Playbook.docx
Warranty_Policies.pdf
FAQ_Knowledge_Base.docx

Customer Question:

"What happens if storm damage affects my panels?"

Knowledge Match: 96%

Retrieved Context:

"Storm-related panel damage is covered under our Premium Protection Plan. Customers receive full replacement coverage during the warranty period."

Source VerifiedResponse Grounded In Company Knowledge
STEP 03Sales Conversation

Natural Conversations That Move Deals Forward

Magnate answers questions, handles objections, explains products, and guides prospects toward the next step. Conversations feel human, contextual, and aligned with your brand while remaining available around the clock.

OUTCOME:Prospects receive the attention of a dedicated sales rep without adding headcount.

WHATSAPP_CHAT / CORE_CONVERSATION ACTIVE DIALOGUE
Eric Martinez:"What happens if storm damage affects my panels?"
Verified By: Warranty_Policies.pdf
Sarah (AI Sales Rep):

Storm-related panel damage is covered under our Premium Protection Plan. Customers receive full replacement coverage during the warranty period. Would you be open to a quick 10-minute assessment call?

Channel: WhatsApp BusinessTakeover Available Anytime
STEP 04Qualification

Identifies Serious Buyers Automatically

As conversations progress, Magnate uncovers buying intent, budget, timelines, requirements, and decision-making authority. Every interaction helps determine whether a lead matches your ideal customer profile.

OUTCOME:Your team spends time with qualified opportunities instead of chasing unqualified leads.

PROFILER / QUALIFICATION_SCORES DATA EXTRACTED
Budget
$8,000 - $15,000
Project Timeline
Within 30 Days
Decision Maker
Confirmed
Property Type
Residential
94SQL
Qualified Lead
Qualification CompleteReady For Calendar Sync
STEP 05Meeting Booked

Turns Qualified Conversations Into Scheduled Meetings

When a prospect is ready, Magnate instantly checks team availability, matching the prospect's request with open slots. It books the meeting directly on the team calendar, sends automated confirmations.

OUTCOME:Qualified leads become booked meetings without manual follow-up.

MAGNATE_PIPELINE / MEETING_BOOKING COMPLETED
Consultation Scheduled
WED17

Solar Assessment Call

Wednesday • 2:00 PM

Team Availability Checked
Invitation Sent To:
[email protected]
Pipeline Movement:
Qualified
AL
Amanda Lee
Realty Co • $12k
Scheduled
EM
Eric Martinez
Solar Grid • $15k2:00 PM
Meeting ConfirmedPipeline Updated Automatically
// Autonomous Outbound Sales Flow

HowMagnateRunsYourOutboundSales

Watch Magnate automate cold lead nurturing, enforce compliance checks, detect replies, handle channel waterfalls, and update your pipeline.

STEP 01Build Your Cadence

Design Multi-Step Sequences In Minutes

Create a named sequence, assign a lead tier (Hot, Warm, or Cold), then add as many steps as you need. Each step has its own day-based delay, a dedicated channel, and a message type. Choose between an AI-written message guided by a simple goal, or a fixed template with dynamic variables like {{name}} and {{company}}.

OUTCOME:A fully customized outbound sequence ready to run in minutes.

CADENCE_BUILDER / NEW_SEQUENCE HOT TIER

Hot Lead Follow-Up Sequence

Tier: Hot · Channel: Auto

ACTIVE
Day 0·Email
AI
Day 3·Email
AI
Day 7·Email
Template
STEP 02Automatic Enrollment

Leads Enter The Sequence Without Manual Work

Attach an enrollment trigger to any pipeline rule. The moment a lead hits a score threshold or moves into a new stage, Magnate enrolls them automatically. Your team can also manually enroll or bulk-enroll a filtered list of contacts with a single click.

OUTCOME:The right leads always enter the right sequence at the right moment.

CADENCE_ENGINE / ENROLLMENT_TRIGGERS MONITORING RULES
Pipeline Rule:

Lead Score ≥ 75

Action: Enroll in Hot Cadence

Stage: Lead Contacted

Action: Start Day 1 Nurture

BULK ENROLLED

Marcus Sterling

Solar Installer · Australia

Opt-Out Check Passed
ENROLLMENT:STATUS: ACTIVE
STEP 03AI-Powered Dispatch

Every Message Written, Timed, And Sent Automatically

On the scheduled day, Magnate runs a full compliance pre-flight before dispatching. It checks opt-out status, channel availability, and business-hour rules automatically. AI steps write a fresh message from scratch using the lead's profile and your Company Brain. Template steps fill in the lead's details. Every execution is logged.

OUTCOME:Personalized outreach delivered on schedule, every time.

STEP_EXECUTION / TIMED_DISPATCH DISPATCHING TOUCHPOINT
Delay: 2 Days From Previous
Sarah (AI Outbound Rep):

Hi Marcus! I saw you enquired about our high-efficiency solar package. I can guide you through the pricing structure or schedule a 10-minute callback. When would be a good time to connect?

Channel: WhatsApp BusinessConsent Verified (web_form)
STEP 04Intelligent Pause

Stops Automatically The Moment A Prospect Replies

When a prospect replies on any channel, Magnate immediately pauses all active sequences for that lead. No follow-up fires while a live conversation is happening. Once the conversation goes quiet beyond your configured silence window, the cadence resumes automatically right where it left off.

OUTCOME:Coordinated outreach that never embarrasses your brand.

CADENCE_SAFETY / REPLY_GATING SIGNAL INCOMING
Marcus Sterling:"Sure, Friday morning works best for a call. Can you send a calendar link?"

Inbound Reply Detected

Cadence paused automatically for Marcus Sterling. Status updated to PAUSED (lead_replied). No follow-ups will fire.

Safety check: activeState: paused
STEP 05Full Lifecycle Control

Tracks Every Lead From First Touch To Resolution

Magnate advances through each step automatically, recalculating the next due date as it goes. The sequence completes itself after the final step. If a lead opts out at any point, the system cancels the enrollment permanently and immediately. Your team can also manually pause, resume, or cancel any individual enrollment from the dashboard.

OUTCOME:Zero leads fall through the cracks. Zero follow-ups sent to the wrong person.

LIFECYCLE_MANAGEMENT / CONCLUSION SYSTEM ACTIVE
Resume Event

Next Step Recalculated

Due: Today • 14:00 PM

Status: Active
Opt-Out Detection:
Lead Opted Out
Cadence ActiveCANCELLED
Lifecycle state trackedStrict compliance enforced
// Deterministic Grounding Engine

TrainedOnYourBusiness.NotGenericInternet.

VERIFIABLE CAPABILITIES

Product Catalogues
Tiered Pricing Rules
Warranty Policies
Objection Playbooks
Conversation History
Competitor Comparisons
Website Pages
FAQs
grounding_engine.sh
ACTIVE CONNECTION
grounding_brain
Past Conversations
Competitor Intel
Products
Pricing
FAQs
Sales Playbooks
Policies
Case Studies
INCOMING QUESTION WHATSAPP

"Do you offer financing?"

// Sales Economics

Theeconomicsofsalesnolongerneedhumans

Businesses still rely on people to respond to inbound leads, run outbound sequences, qualify prospects, and schedule meetings. Magnate replaces the entire workflow for both inbound and outbound at a fraction of the cost.

TraditionalHuman SDR Workflow

Responds when available

Average delay: 4.5 hours

9:00 AM - Lead SubmittedResponse Delayed
Inbox Inactive4.5h Average Lag
MagnateAI Sales Employee

Responds within seconds

Average delay: < 90 seconds

9:00:00 AM - Lead Submitted Grounding Complete
9:00:12 AM - Response Sent12s Response Time
// GOVERNANCE & TRUST

Autonomouswhereitshouldbe.Controlledwhereitmatters.

Human Oversight

Sales reps can step in with a single click. AI agent is immediately paused.

Policy Guardrails

Enforce exact operational boundaries. Tweak rules dynamically.

Trace & Audit

Complete answer accountability. Review validation paths for all drafts.

Conversation Logs

Find any conversation record instantly with fully qualified filter lists.

Knowledge Sync

Keep datasets synchronized. Upload playbooks or crawler inputs in real-time.

Calendar Rules

Protect rep schedules. Sync with Connected Calendar APIs automatically.

// Workflow Integrations

Fitsintothetoolsyourteamalreadyuses

Lead Sources

Capture inbound leads wherever they originate.

Meta Lead Ads
Website Forms
Web Chat

Communication Channels

Engage leads through the channels they already use.

WhatsApp
SMS
Web Chat

Scheduling

Book meetings using real calendar availability.

Google Calendar
Microsoft Outlook
// COMMON QUESTIONS

QuestionsbusinessesaskbeforehiringMagnate

Filter Categories
How quickly can I get Magnate running?

Most businesses are live within 10 minutes. Connect your lead sources, upload your sales playbooks and pricing, and Magnate begins qualifying and responding immediately. There is no technical setup required.

Do I need to train Magnate from scratch?
What type of businesses is Magnate built for?
Which channels does Magnate work across?
How does Magnate know what to say?
Does Magnate qualify leads or just respond to them?
Does Magnate book meetings automatically?
What happens if a conversation requires a human?
Can I control what Magnate says and does?

Yournextsaleshiredoesn'tneedtobehuman

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