NORA: Outbound research
The outbound research and first-touch work NORA takes off a sales team’s plate.
Nagent · Sales team
NORA
Outbound research
Finds accounts that match your customer profile, researches each into a dossier with sources, and drafts outreach a person approves.
NAGENT.AI · OCTOBER 2026
The job
The work that books a meeting is mostly work nobody was hired to do.
Research is a grind
Finding the right accounts, mapping who actually buys and reading enough to say something true takes hours per account.
Every message needs context
Generic sequences get deleted. Personal ones do not scale. Reps choose between volume and quality.
Replies arrive at odd hours
A warm reply that waits until tomorrow is a cold reply. Follow-through slips first.
02 · NORA · NAGENT
Meet NORA
One teammate owns the top of the funnel, up to the handoff.
“Everything NORA does points at one outcome: a qualified meeting a person picks up. Her work stops at the handoff.”
Above NORA sits SERA, the AI Sales Chief of Staff, who routes outbound work to her.
Reports to
SERA, AI Sales Chief of Staff
Status
Live, a team lead on Sales
Measured on
Qualified meetings handed to a person
Writes with
VANI, outbound email writer (Beta)
03 · NORA · NAGENT
How it works
Five steps from a customer profile to a handoff.
01
Define who you sell to
Industry, geography, company size, revenue, seniority and buying roles.
02
Discover
Finds and scores companies that fit, once or as a saved campaign run daily or weekly.
03
Qualify and research
Contacts revealed only at a fit of 70 or more. Top fits become a sourced dossier.
04
Review and send
VANI drafts from the dossier. A person approves before anything is sent.
05
Replies and handoff
Each reply is classified. A qualified reply becomes a meeting and a handoff card.
Spend shows first. Every discovery run states its cost before it starts, and research runs against a daily outreach budget.
04 · NORA · NAGENT
What NORA does, and does not
Five things she does. Four she never does.
She does
Discovery. Finds and scores companies that match your active customer profile.
Research. The people, the signals and a dossier for each company.
Drafting. First-touch e-mail from what your workspace knows. VANI writes it.
Sending. Only an approved draft, checked again just before it leaves.
Handoff. Books the meeting and hands a dossier to a named person.
She does not
Send a draft nobody approved. It is refused with “Approve before sending”, whatever her level.
Write unqualified people into your CRM. A lead counts only with four qualification questions answered with evidence.
Close deals. Her motion ends at Meetings. The deal belongs to a person.
Set her own target. A target is a statement a person makes.
05 · NORA · NAGENT
Her screens
Everything NORA does sits on her own surface.
Mission control
Today
What she did, what it spent and what is waiting on you.
Discover
Find
A one-time search or a saved campaign, scored. Customers and suppressed contacts removed.
Qualify board
Stages
Each company moves when something happened: research, people found, a draft approved, a send.
Knowledge
Four shelves
Who you sell to, What you sell, Who you are and Sales collateral.
Messages
Review queue
Drafts wait to be read, edited, approved or rejected. Approving does not send.
Meetings
Handoff
A qualified reply becomes a meeting and a handoff card, with the dossier and the committee.
Pending
Waiting on you
Lead reviews, cost-cap exceptions and approvals, each linked to where it is decided.
One surface. Everything NORA does is on her own screens.
NAGENT.AI/ADMIN/NORA
06 · NORA · NAGENT
The Sales room
NORA works in the room your people and the other agents share.
Ask her in the room
Type @ and pick NORA. The answer comes in a thread, with its sources.
Brief her in the thread
Ask for prospects and the discovery runs. A held action waits until a person approves it.
No send from a thread
A send starts from her Messages surface or a workflow.
SERA leads the room
With NORA, the writers VANI and LIPI, and your people in one thread.
07 · NORA · NAGENT
Outputs and connections
NORA delivers sourced dossiers and drafts that wait for a person.
Delivers
Scored longlists. Each company scored 0 to 100 against your customer profile.
Research dossiers. Overview, why it fits, its signals and pitch hooks.
Drafts in review. Every claim traces to the dossier, or the draft is refused.
Meetings and handoff cards. Owned by a named person, with the dossier attached.
Works with
Nothing is enabled on connect. Each action an agent may use is ticked on.
Your team’s mailboxes or a cold-email tool
BETA
Your own sending account
NEVER SHARED
Your CRM view
WORKSPACE LEADS
An outside CRM, as a tool
NO SYNC
08 · NORA · NAGENT
Control · a person approves the send
NORA researches and drafts. A person approves the send.
Every send waits. On a new workspace every send waits for a person, whatever level her seat shows.
Every claim traces to the research. With a thin dossier she asks one qualifying question instead of asserting.
Contacts only for a fit. A contact is revealed only at a fit score of 70 or more out of 100.
Spend has a ceiling. A daily outreach budget, a cost-cap exception queue, and daily and monthly caps per agent.
Every action on the record. Logged with what triggered it, what it cost and how it was resolved.
Trust is earned per action. After 20 scored actions in 30 days with a strong record, an admin accepts or declines a wider level.
09 · NORA · NAGENT
Inside the growth org
NORA leads outbound research under SERA.
People
The brand team and its head of growth
N
N
Head of the growth org
N briefs the three AI chiefs of staff
Marketing · owns reach
MIRA
AI Marketing Chief of Staff
DRIS
NIA
HOOK
BETA
Echo
BETA
MOXA
Sales · owns meetings
SERA
AI Sales Chief of Staff
NORA
DEXA
SOON
RIVA
SOON
L
LIPI
BETA
V
VANI
BETA
Content · owns output
CREA
AI Content Chief of Staff
RUPA
FOLIO
Alpha
L
LANDON
P
PAIGE
SOON
N
NOVA
B
Blog Studio
Beta: HOOK, Echo, LIPI and VANI. Coming soon: DEXA, RIVA and PAIGE. Customer experience runs on Convexa, on its own subscription.
10 · NORA · NAGENT
What a person checks
People hold the decisions.
Before she starts
Sets the target
A target is a statement a person makes. She reads it; she cannot declare it.
Before the send
Approves the draft
Read, edit, approve or reject on her Messages surface.
When spend is flagged
Approves the exception
Research the cost cap flagged waits for a person.
After the booking
Acknowledges the handoff
A handoff nobody acknowledges within 36 hours escalates.
In the meeting
Closes the deal
Her deliverable is the booked meeting. Closing belongs to your team.
Nothing she writes reaches a prospect until a person approves it. Every send, every edit and every approval is recorded and readable by you.
11 · NORA · NAGENT
Start with NORA
Research first. Then the e-mail.
01
A 30-minute call
We look at the pipeline, show the workspace and leave a plan either way.
02
Give her a target
Your customer profile, geography and roles, then your product, positioning and collateral.
03
NORA earns her level
A person decides every step up, as the work proves itself.
Pratap Behera, Founder
pratap@nagent.ai · +91 73810 91238
cal.id/team/nagent/nagent-demo
NAGENT.AI · BENGALURU · AN ANTHROPIC PARTNER
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