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How it works

How RevTech runs your agents

Fully managed means RevTech operates the agents, the infrastructure, the context, and the controls. Your team connects its systems, sets rules and approval thresholds, and reviews what agents surface. There is nothing to build, deploy, tune, or staff: no prompt engineering, no workflow maintenance, and no platform team.


The division of labour

What we run, what you govern

Every other option in this category hands you a system to operate. Agent builders give you a canvas. CRM-native agents give you configuration. Even the strongest data platforms expect a GTM engineer to own them. RevTech is the opposite arrangement: the operating burden stays with RevTech.

What remains with your team is the part that should never be outsourced: the rules, the thresholds, the priorities, and the judgment calls. That is governance, and it is a few hours of definition rather than a permanent staffing line.

  • RevTech runs: agent runtime, orchestration, model routing, integrations, context assembly, monitoring, evaluation, and upgrades
  • You own: goals and priorities, business rules, permission scopes, approval thresholds, and the decisions agents escalate

Onboarding

Connect, contextualize, then run

Onboarding starts with connection. HubSpot connects directly; Salesforce goes through a guided implementation because enterprise Salesforce orgs carry real complexity in objects, profiles, and sharing rules. Either way, your CRM remains the system of record.

RevTech then organizes your GTM context — objects, rules, definitions, and the way your business actually describes a qualified lead or a healthy account — and puts agents to work in a review-heavy posture. Approval thresholds widen as the record of agent work justifies it.

Steady state

What running looks like after week one

In steady state, agents work continuously and surface a queue: work completed, work awaiting approval, and work escalated because it needs a decision. Your team meets the queue rather than the tooling.

Because RevTech operates the service, model changes, prompt improvements, and integration updates land without a project on your side. That is the practical difference between buying a managed service and buying a platform.

Frequently asked questions

HubSpot teams can connect and see agents working quickly, since the API and permission model are clean. Salesforce is a guided implementation scoped to your org, and complexity in objects, profiles, and sharing rules is what drives the timeline.
You need a business owner — usually RevOps — who can define rules and approve thresholds. You do not need engineers, prompt engineers, or a platform team, because the operating work sits with RevTech.
RevTech routes each task to an appropriate model and updates that routing as the landscape changes. You are not tied to one provider, and you do not run a migration when a better model ships.
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See agents carry the repeatable work of GTM across sales, marketing, customer success, and RevOps. Every action prepared, reviewed, and recorded. Fictional data, real product.

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