> ## Documentation Index
> Fetch the complete documentation index at: https://heybtw.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Agents

> AI-powered workflows for every phase of your event lifecycle: pre-event planning, live intelligence, and post-event follow-up.

Agents are AI workflows that run across your event data, CRM, and partner ecosystem. Each agent answers a specific question at a specific phase of your event lifecycle. Access them from **Agents** in the workspace sidebar.

The Agents dashboard shows your workspace-level stats at the top: total Events, Attendees, Companies, Partners, and Integrations.

## Pre-Event Agents

These run before your event to help you plan who should be in the room and how to maximize pipeline.

### Invite List Builder

**"Who should be in the room to maximize pipeline?"**

The Invite List Builder uses AI to generate a targeted invite list from your CRM pipeline data and partner account mapping. It's a 3-step workflow: AI Builder, Link Collab, Summary.

**Step 1: AI Builder**

Tell the agent what you need in plain language. For example:

> "Build the invite list for Berlin Fintech Dinner. Budget is \$15K, need 10x ROI. Show pipeline accounts and what partners can bring."

The AI returns a prioritized list split into two sections:

* **Your Pipeline** - Accounts from your CRM with deal data. Each account shows a score, tier, deal stage, deal value, win probability, contact name and title, location, industry, prior event count, and partner warm paths (e.g., "Stripe, warm via payments integration").
* **Partner-Sourced Accounts** - Accounts your partners can bring to the table.

Use the **Refine** field to iterate. For example: "only Tier A in DACH" or "remove under 500 employees."

Add accounts individually or click **+ Add All**. The bottom bar tracks Pipeline value, accounts Added, Partners count, and Projected ROI.

**Step 2: Link Collab**

Link the invite list to a collab (your event). The agent shows the collab details (name, date, status, partner) with a **Linked** confirmation.

Below that, choose your **GTM Destinations**, where to send the invite list:

* **Outreach** (AI Agent) - Push contacts to Outreach sequences.
* **Apollo** (AI Agent) - Push contacts to Apollo campaigns.
* **HubSpot** (AI Agent) - Sync to HubSpot.
* **Splash** (Invite Direct) - Send invitations directly through Splash.
* **Luma** (Invite Direct) - Send invitations directly through Luma.

Each destination has **Preview** and **Send** buttons. Preview lets you review before pushing.

The invite list table shows Company, Contact, Title, and Source for each account.

**Step 3: Summary**

Review everything before finalizing: total accounts, destinations, projected pipeline value.

### Account Overlap Analyzer

**"Where do partner relationships create GTM leverage?"**

Analyzes account overlap between you and your partners to find where partner relationships can accelerate your pipeline.

### Partner Activation Planner

**"What should each partner contribute to drive pipeline?"**

Recommends how to activate each partner for a specific event based on their account overlap, past event performance, and relationship strength.

## Live Agents

These run during your event.

### Live Event Pulse

**"Who's here and what conversations matter most?"**

<Note>
  Coming soon. This agent will surface real-time intelligence during events, showing which high-value accounts checked in and what context your team needs for conversations.
</Note>

## Post-Event Agents

These run after your event to track impact and drive follow-up.

### Pipeline Impact Tracker

**"Which deals moved because of this event?"**

Connects event attendance to pipeline movement. Shows which deals progressed after attendees engaged at your event.

### Follow-Up Intelligence

**"Who needs follow-up and what context do I bring?"**

Identifies attendees who need follow-up and provides context: what they attended, their deal status, partner relationships, and recommended talking points.
