AI that acts like a teammate, not a black box
Cadencia's agents watch your revenue rhythm, draft and execute follow-through, and keep data clean — always within clear guardrails, approvals, and a full audit trail you control.
Agents that do the work, within your rules
Most CRMs bolt AI on top and hope for the best. Cadencia was built AI-native, so agents sit inside the core of your CRM, listening for events and handling the busywork in real time. When a new lead comes in, a deal stalls, or a meeting ends, agents can draft follow-ups, schedule tasks, update fields, enroll or pause Beats, and push the right actions into Today's Rhythm.
Event-driven, not scheduled hope
Agents react to real signals — LeadCreated, StageChanged, EmailReceived, MeetingEnded — instead of static, brittle rules.
Grounded in your customer brain
Every suggestion pulls from your unified emails, calls, meetings, and records, not a generic model memory.
Surfaced where reps already work
Recommendations show up in Today's Rhythm, Inbox, and the agent sidebar next to each account, lead, or opportunity.
You decide when AI suggests, and when it can send
Cadencia doesn't assume everything should be on autopilot. For each scenario, you choose the level of autonomy — so high-stakes moments get human review, and low-risk follow-through can run automatically.
Suggest-only
Agents prepare the work; humans decide.
- Drafts emails and tasks for review.
- Proposes stage changes with reasoning.
- Ideal for new teams and sensitive outreach.
Approve-to-send
One-click yes for common patterns.
- Cadencia drafts the follow-up and shows the context.
- Rep or manager hits Send or Edit, and everything logs automatically.
- Great for post-meeting recaps and renewal nudges.
Trusted autopilot
Guardrails on, hands off.
- Auto-sends from vetted templates and Beats you've approved.
- Runs low-risk touches without human review.
- Perfect for high-volume inbound and long-tail nurture.
- New high-intent inbound lead
approve-to-send first touch, then auto-send
- Late-stage opportunity with pricing on the table
suggest-only · rep controls every message
- Renewal 90 days out
trusted autopilot · reminder + value recap
Guardrails that work like a RevOps playbook
Approvals in Cadencia aren't an afterthought — they're part of how you design your revenue rhythm. RevOps defines who must approve which kinds of actions: auto-sending emails, changing stages, enrolling customers into specific Beats, or updating sensitive fields.
- 01
Scenario-based controls
Set different rules by pipeline, stage, Beat, persona, or channel — no giant if/then forest.
- 02
Role-aware approvals
Let managers approve higher-risk actions while reps auto-run low-risk rhythms inside their own books.
- 03
Inline review flows
Suggestions appear with a simple Approve, Edit, or Decline pattern, so approvals don't become another system to babysit.
Every AI action comes with a why
Cadencia treats explainability as a feature, not a disclaimer. When agents recommend or take an action, they attach the reasoning and source context.
- 01
Reason strings on every action
“We're suggesting this follow-up because the last meeting ended with open questions on pricing and we haven't seen activity in 10 days.”
- 02
Linked back to the timeline
Answers and drafts reference the actual emails, calls, and notes they're based on, with one click into the source.
- 03
Clear limits in prompts
System prompts enforce “use only the data you're given” so agents don't fabricate details or make unapproved commitments.
Full audit trail for every AI-driven change
For every AI-initiated action — emails sent, tasks created, stages updated — Cadencia writes an entry into the audit log, including who approved it, what changed, and the underlying context.
- 01
Immutable audit log
View all AI actions — auto-sends, stage moves, sequence enrollments — alongside user and integration events.
- 02
Redaction & privacy options
Configure what content is allowed into models and embeddings, and exclude certain data from AI processing.
- 03
Role-based access
Only admins and authorized roles can see and manage AI guardrail settings; all usage is tenant-scoped by design.
Trustworthy AI for every revenue leader
- VP Sales
You get the benefit of AI-driven follow-through without wondering what it's sending on your behalf. Guardrails and audit logs make every touch traceable, so you can stand behind your forecast and your brand.
- RevOps
You design the rhythm once — pipelines, Beats, autonomy rules — and Cadencia enforces it. No more building fragile workflows in three tools and hoping reps follow the playbook.
- Reps
You see exactly why something is in your rhythm, can accept or edit AI suggestions in seconds, and never worry that the system is acting behind your back.
Set your AI guardrails once. Let the rhythm run every day.
We'll help you configure autonomy levels, approvals, and audit in a way that fits your motion — so Cadencia can handle the follow-through while you focus on strategy and conversations.