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What it does

Marcus is the agent that runs outbound — when you need to reach leads at scale without sacrificing individual quality, Marcus is who operates. It combines:
  • Lead research (via Scout under the hood)
  • Message composition in your team’s voice
  • Real delivery via WhatsApp (Twilio) or email (Resend)
  • Reply tracking and inbound routing
Not the right agent for:
  • Pure research without action (Scout)
  • General CRM operations (Athena)
  • Post-reply conversation with the customer — that moment passes to a human (or the Twin of whoever owns the relationship)

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Campaign flow

1

Define the audience

You select a set of leads (CRM filter, imported list, entire pipeline). Marcus operates per lead — it does not blast identical text.
2

Signal gather

For each lead, Marcus calls Scout (via Tavily) looking for public signals: a recent post, a new hire, an award, a title change. It cites at least 3 snippets before composing.
3

Compose (draft)

With the signals, the org’s voice, and the recipient’s persona, Marcus drafts the message. At this point it also decides:
  • channel (email vs. WhatsApp — based on what’s available)
  • tone (formal vs. casual — follows the org’s voice_md)
  • call-to-action (ask for a reply, schedule a call, send a link)
4

HITL — human approval (optional)

By default every draft stays at status='pending' and appears as an “awaiting approval” card in chat. You review, edit freely, approve or reject.Alternative settings:
  • Auto-approve for low-risk campaigns (newsletter, public event) — Marcus sends immediately
  • Approve-by-batch — approve all drafts from a run at once (after spot-checking 3–5)
5

Send

After approval, Marcus sends via the configured channel:
  • WhatsApp — via your Twilio account (BYO key)
  • Email — via Resend or Gmail (Composio), depending on what you connected
Each send is idempotent (retries do not duplicate the message).
6

Tracking + follow-up

Marcus monitors replies:
  • Reply detected → routes to the relationship owner’s chat
  • No reply in N days → triggers the next touch in the cadence
  • Bounce / opt-out → marks the lead as invalid and stops the sequence

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HITL — when the agent waits

Default: every outbound message goes through approval. You see the card in chat with:
  • Rendered message text
  • Cited signals (Tavily snippets that informed the composition)
  • Projected cost in Stars
  • Approve / Edit / Reject buttons
For teams that want speed once they have dialed in their voice: you can approve an entire run by sampling — open 5 random drafts from the run; if they all look good, approve the batch.

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Customizing via your org’s voice

Marcus loads your organization’s voice_md — a markdown document that describes:
  • How the team presents the company (short name, tagline, one-line USP)
  • How it greets people (formal “Dear” vs. casual “Hey”)
  • Vocabulary to avoid (“innovative”, “disruptive”, etc.)
  • Default signature
  • Tone policy per channel (WhatsApp can be more informal than email)
This document is editable by the team — it is versioned and every change is audited. Marcus re-reads it on every run.

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Inbound tracking

When a recipient replies:
ChannelHow Marcus detects it
EmailThe email provider’s webhook triggers automatic tracking
WhatsAppThe messaging provider’s webhook triggers automatic tracking
Manual reply outside the platformMarcus does NOT capture it — the human must log the activity in the CRM manually
The reply becomes a lead activity + chat notification for the relationship owner. Marcus does NOT reply to the reply — that is the human’s role (or their Twin).

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Cadence

You define the cadence per campaign — how many touches, on which channel, with what spacing. The suggested defaults for B2B outbound alternate email + WhatsApp over several weeks with a different angle on each touch. The cadence automatically respects the WhatsApp 24-hour window — outside it, Marcus uses a Meta-approved template instead of free-form.

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Metrics Marcus exposes

Per campaign + per touch:
  • Delivery rate (delivered / sent)
  • Open rate (email only — WhatsApp has no reliable read receipt)
  • Reply rate
  • Reply-to-CTA rate (replies that accept the call-to-action)
  • Opt-out / bounce rate
  • Total campaign cost in Stars

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Next steps

WhatsApp setup

Connect your Twilio account and approved number.

Outbound feature

Details on sequences and campaign types.

Scout — the research behind it

Marcus calls Scout for each lead. Learn how.

Outbound costs

How much each WhatsApp / email touch deducts from your wallet.