| Primary operating model | Continuous contextual decisions within your approved strategy. | CRM platform with workflows and AI agents.[3][2] | Journey orchestration; adaptive AI in Engagement+.[4][5] | Smart Campaigns alongside broader AI capabilities.[6][7] | AI agents operating with campaign structures.[9][12] |
|---|
| Campaign setup | Explain your business, customers, objectives and boundaries. | Choose enrolment triggers, actions and settings.[1] | Entry sources, activities, timing and decision paths.[4] | Define Smart List, Flow and Schedule.[6] | Audience, pitch, touchpoints and preferences.[11] |
|---|
| Workflow configuration | Direct the outcome; Henry determines the appropriate actions. | AI, templates or manual creation; review and publish.[1] | Build journeys; configure AI use cases and instructions.[4][5] | Set filters, triggers, steps and conditional choices.[6] | AI-generated sequences, branches and configured delays.[9][11] |
|---|
| Next-action decisions | Assess current context, including whether to wait or seek approval. | Configured actions can include agents.[2] | Splits and Einstein; AI can dynamically select journeys.[4][5] | Campaign logic; broader adaptive campaign features.[6][7] | Sequence execution plus AI signals and reply handling.[10][12] |
|---|
| Prospect research | Research customers, prospects and opportunities to inform action. | Prospecting agent researches companies and outreach.[2] | Customer data informs journeys; broader prospect research not assessed here.[5] | Profile enrichment and lead investigation; wider research not assessed.[7] | Prospect research from CRM, sources and signals.[10] |
|---|
| Content creation | Create content and communications using your approved brand context. | Agents support personalised outreach and responses.[2] | Journey Decisioning can personalise individual content.[5] | Generative email copy and imagery; predictive content.[7] | AI-generated personalised email and LinkedIn messages.[11] |
|---|
| Customer interactions | Connect permitted interactions with customer history and context. | CRM context and customer-service agents.[3][2] | Engagement splits and behaviour-aware journey selection.[4][5] | Behavioural data supports targeting and campaigns.[7] | Reply Assistant can respond to prospect messages.[12] |
|---|
| Human oversight | You can be Queen: strategy, priorities, budgets, approvals and governance. | Workflow edit/publish permissions; agent settings.[1][2] | Admin setup, permissions and agent instructions.[5] | Role-based access and asset approval permissions.[8] | Autopilot or initial prospect review in Copilot.[12] |
|---|
| Learning from evidence | Use outcomes and evidence to inform subsequent decisions. | Review outcomes and revise workflow configuration.[1] | Real-time context informs dynamic journey assignment.[5] | Testing, predictive content and performance analytics.[7] | Uses past successes; surfaces campaign insights.[10][9] |
|---|
| Ongoing management | Own the direction and judgement; Henry takes on operational coordination. | Maintain triggers, actions, settings and agent instructions.[1][2] | Maintain journey activities, use cases and decisioning setup.[4][5] | Maintain audiences, flow logic and campaign schedules.[6] | Maintain audience, touchpoints, schedule and settings.[11][12] |
|---|