PrescientIQ™ Sales Accelerator · Onboarding
Four short steps cover your CRM, your ideal customer, your sending domain and how you want actions governed. A MatrixLabX solution architect takes it from there, starting with a kickoff session.
Before you start
HubSpot, Salesforce, or both. You name it here and connect it at kickoff.
The roles on your team that approve or supervise actions.
Industries, company size and titles, plus your main offer.
The domain outbound will send from, such as outreach.yourcompany.com.
Human-in-the-loop or human-on-the-loop to start with. You can change it later.
Starter, Mid-Market or Enterprise. Not decided yet is a fine answer.
Onboarding
Your answers are used to set up the crew: Scout · Pipeline Research Analyst, Herald · Outbound Engagement Rep, Guide · Trial Activation Specialist, Steward · Expansion & Retention Analyst, coordinated by Marshal · Revenue Operations Coordinator.
After you send it
You send the four steps above. A solution architect reaches out within 24 hours to schedule your kickoff session.
MatrixLabX provisions your workspace. There is nothing for your team to install.
In the kickoff session you connect HubSpot or Salesforce with your architect, and your sending domain is authenticated before anything sends.
Your digital workers start in the governance mode you chose, and MatrixLabX verifies the first runs with you.
Figures labeled as targets are modeled against current human and copilot baselines. They are not guarantees. Every engagement begins with a free Autonomous Audit Report — a P&L projection built on your own data — and targets are validated against your environment before any commitment.
Human-in-the-loop (HITL). The action is drafted and held. It does not execute until a named person on your team approves it.
Human-on-the-loop (HOTL). The action executes under a standing policy your team sets. A named person supervises and keeps intervention, override, and revocation authority.
Your team chooses the mode for each action class, based on its risk tolerance, and can change it at any time.
Every action, in either mode, is recorded to the audit ledger with its rationale, before-and-after state, and the approver or policy behind it.
Not registered yet? Start with the free Autonomous Audit Report →
PrescientIQ is hosted and operated by MatrixLabX on Google Cloud. SOC 2, ISO 27001, and PCI DSS attestations are held by Google Cloud, which operates the underlying infrastructure. They are not MatrixLabX certifications. MatrixLabX application-layer SOC 2 is in progress.