Unify Documentation
Everything you need to understand, connect, and deploy Unify AI agents.
Unify deploys specialist AI agents that automate the full B2B customer lifecycle — from first prospect outreach to long-term retention. Each agent is trained on your company's own data, not a generic dataset. This documentation covers how each agent works, what data it needs, how it connects to your existing tools, and how your data is handled.
The five customer journey agents
ATTRACT
Acquire
Your outbound pipeline runs itself. We research prospects, write personalised sequences, and send them around the clock. You only see the replies that are worth your time.
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WELCOME
Onboard
Every new customer guided through setup automatically — no CS rep involved until it's actually needed. 98% completion rate without adding headcount.
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RESOLVE
Support
Tier-1 support handled instantly, around the clock. Your team stops answering the same questions on repeat. €8–12k in labour cost eliminated from day one.
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GROW
Expand
Revenue hiding in your existing accounts, found automatically. The right upsell moment surfaced to your CS team at exactly the right time.
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STAY
Retain
Churn signals caught 6–8 weeks before they become a cancellation call. Your CS team acts early, with a specific recommendation — not a gut feel.
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How it works
01
You have one call with Sam
Tell us the problem. We scope the right agent and agree on what success looks like at Day 45. That's your entire involvement in setup.
02
Alexandru builds it on your data
We connect to your stack, ingest your data, and configure the agent. No IT resources required on your side. Runs in a sandboxed environment until you've reviewed it.
03
It goes live. You watch.
The agent runs. You get a weekly automated report in your inbox. No dashboard to check. No system to manage. Results delivered directly to you.
04
You pay after you see proof.
We review the numbers together. If the result is there — deflection rate, pipeline lift, accounts saved — the invoice goes out. If it isn't, it doesn't.
Where to start
If you're new to Unify, start with Getting Started for an overview of the onboarding process. If you want to understand a specific agent, go directly to its page. For integration details, see Integrations. For data handling and security questions, see Data & Security.