New: Auto-Pilot, the always-on campaign engine

From first signal to finished pursuit.

DialogDrive discovers high-fit opportunities, researches every account and stakeholder in depth, and turns the findings into per-person campaigns, deal kits, grant packages, citation-verified briefs, and CRM-ready follow-up. Humans stay in control of every send.

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One intelligence core Five activation paths Human review before every send

Why DialogDrive

Most AI sales tools bolt a writer onto a sender. We made research the backbone.

Elsewhere, research is a throwaway prompt and the result is another draft you have to fix. In DialogDrive, research is a real artifact. It's grounded in public sources and your own Company Knowledge, and it can be revised, shared, exported, and reused across everything downstream.

Multi-pass research, not one-shot prompts

Background jobs run deep research in multiple passes and keep a full history. You can review, retry, or revise any run.

Grounded in your Company Knowledge

Upload your positioning, case studies, FAQs, and product notes once. Every research run, sequence, and artifact draws on them, so outputs sound like you.

Finished artifacts, not homework

Sequences, SOWs, one-pagers, deck structures, grant drafts, verified briefs. Cited, traceable, and ready to send.

The platform

One intelligence core.
Five ways to win.

The same research powers whichever pursuit the moment calls for. Keep scrolling.

01 / 05

Auto Prospector

Scheduled signal discovery

01 / 05 — Auto Prospector

Discovery that goes somewhere.

Profiles run on a schedule, scan for buying signals that match your business, and score every candidate for fit and confidence with cited sources. Triage, track, or merge signals as they arrive.

Fit and confidence scoring with source-backed reasoning
Known-account policies so you never re-prospect a customer
Signal digests keep the team aware without watching a queue

↳ Any signal can become a campaign, an opportunity, a brief, or a grant package. One click.

02 / 05 — Campaign Research

Sequences written from the research, not a template.

Start from a prompt, a company, selected contacts, or a signal. Multi-pass research builds company context and stakeholder records, then drafts a full sequence for each person, tuned to their role and on a business-day cadence you control.

Company and person modes, with HubSpot or local contact selection
Follow-up refinements and saved revisions before anything is committed
Commit turns the blueprint into real campaigns, lists, templates, and steps

↳ Sending runs on rate limits, jitter, suppression checks, and stop-on-reply.

03 / 05 — Opportunities & Deal Kits

Walk into the room with the kit already built.

An opportunity in DialogDrive is a workspace, not just a CRM row. Research produces a grounded report, then generates the pursuit assets you actually need: SOW drafts, executive one-pagers, and pitch-deck structures, each tracked as a revision you can iterate on.

Follow-up runs update a completed report as the deal evolves
Docs-only generation fills missing artifacts without re-running research
Push the result to HubSpot as an explicit, auditable action

↳ One research run can produce a report, a SOW, a one-pager, a deck structure, and a CRM push.

04 / 05 — Grant Packages

Pursue funding with a real recommendation, not a guess.

Feed it a grant URL, an upload, a description, or a prospector signal. It extracts requirements and format rules, gives you an early go / mixed / no-go recommendation, and drafts the narrative grounded in your own knowledge base.

Human override gates on no-go calls and low-confidence format extraction
Compliance checklist tracks eligibility, attachments, and requirements
Export the working package to DOCX or Markdown

↳ Built for teams where compliance and eligibility matter as much as the prose.

05 / 05 — Brief Exports

Research that's safe to forward.

Turn any research into a shareable Markdown or DOCX brief: campaign research, opportunity research, or a raw signal. Add a focus prompt for extra depth. Citation verification catches weak or missing grounding before the brief leaves your hands.

Verified citations, with issues surfaced before export
Share by download or email, straight from the platform
One research run can ship as many briefs as the deal needs

↳ No more "where did this number come from?" in front of an executive.

New · Auto-Pilot

Your outbound engine,
always on.

Auto-Pilot watches for prospector signals that meet your fit and confidence thresholds, fills remaining capacity from your target-account list, researches each company, enriches with HubSpot contacts and ownership, and builds the campaign with your goal, CTA, cadence, and sequence length. The first send is scheduled a day out, so your team always gets a look first.

You set the bar

Fit and confidence thresholds decide what qualifies. Nothing below the bar gets touched.

You set the pace

Intake frequency and concurrency caps keep the pipeline steady. Never a firehose.

You set the state

New campaigns start running or paused, your call. There's a built-in review window before any email goes out.

Everything is logged

Starts, completions, skips, assignments. A full exportable audit trail of every Auto-Pilot decision.

Auto-Pilot runs through the same Campaign Research and Campaign workflows your team already uses. No shadow process.

Trust & control

Automation you can actually let run.

High-stakes work needs more than a kill switch. The controls are baked in: gates before sends, citation verification before exports, and audit logs throughout.

Human gates, everywhere

Research becomes action only when you commit it. Campaigns can start paused, and Auto-Pilot schedules the first send a full day out so your team can spot-check.

Mock send mode

Run the entire workflow (research, sequences, queueing) with zero outbound risk. Flip to live when you trust it.

Suppression & unsubscribe safety

Recipient block lists, unsubscribe handling, pre-send suppression checks, and stop-on-reply keep outreach polite and compliant.

Citation verification

Brief exports verify citations before they ship. Research artifacts surface sources, warnings, and grounding context throughout.

Audit trail

Audit logs cover user actions, sends, CRM pushes, and every Auto-Pilot decision. Exportable, with configurable retention.

Workspaces, roles & 2FA

Workspace isolation, role and claim gates, invite flows, two-factor auth, and billing-lock read-only mode. Enterprise controls, built in.

Where it plugs in

Built into the tools you already run on.

Microsoft 365 & Google Workspace

Choose Microsoft 365 or Google Workspace per workspace and keep your existing mailbox model. Sending, inbox polling, and AI-drafted replies grounded in prior research work the same on both. Sequences stop automatically when someone replies.

HubSpot

Owner mapping, contact import, opportunity-to-deal push, signal push. You decide what goes into your CRM. No uncontrolled background sync.

Your knowledge, your config

Company Knowledge documents ground every output in your positioning, case studies, and FAQs, with managed retrieval and reindexing. Workspace-based tenancy by default, with dedicated deployment options for enterprise.

Who it's for

Built for teams where one good pursuit pays for the year.

Founder-led B2B outbound

Researched, per-person outreach without hiring an SDR team.

Strategic account pursuit

Deep dossiers and deal kits for the accounts that actually matter.

Grant & public-sector pursuit

Turn funding sources into gated, compliant application packages.

Services & proposal teams

SOWs, one-pagers, and deck structures generated from real research.

RevOps standardization

One auditable system for how intelligence becomes action.

Microsoft 365 & Google Workspace teams

AI-assisted outbound and inbox workflows inside the mailbox you already use.

Make a small team operate
like a much larger one.

Compress research and drafting from days into background jobs plus human review. Ground every output in sources and your own knowledge. Never miss the follow-up.

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