How Apex AI Works
Eight stages from target company to qualified lead handoff — one continuous, controlled workflow.
The Sales Development Workflow
Sales Plan Configuration
Define your company and offer, target rules, buyer roles, message guidance, follow-up plans, email connection, sending limits, and lead handoff — once per campaign.
Add Target Companies
Add one company, upload a list, or let Apex find targets under your active sales plan.
Company Fit Analysis
Research each company, record sources, and apply your Company Fit rules with deterministic scoring.
Contact Discovery
Find one current contact in an approved role with valid email. If unverifiable, try another role or defer.
Outreach Preparation
Prepare messages under your sales plan. Edit any message or request a new version. Only exceptions need your review.
Approve & Start
One approval activates the complete plan. Runs through email with sending controls.
Handle Replies
Classify replies, handle opt-outs, stop follow-up after a response. Never chase someone who already engaged.
Qualified Lead Handoff
Download CSV or JSON and import into your sales system. Your reps receive qualified leads.
Full Human Control
Apex AI never takes autonomous action on your behalf. It suggests, flags, and escalates — you approve or override every decision. Every AI action and human override is recorded in an immutable audit trail.
When the AI Is Uncertain
When Apex encounters ambiguous fit signals, unverifiable contacts, or conflicting data, it escalates the item with a specific explanation: what it found, why it's uncertain, and what a human should verify. Uncertainty is surfaced, not hidden.
Integration Options
Apex AI integrates with your existing sales workflow through:
Email Integration
Runs through your existing email system with sending controls and reply handling.
CSV / JSON Export
Export qualified leads directly into your CRM or database via CSV or JSON.
Audit Logging
Full audit trail on every AI action, human decision, and exported record.
Isolated Environments
Each client runs in a dedicated environment with encrypted storage and strict access controls.